Arizona State Retirement System’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.54M Sell
21,748
-215
-1% -$72.1K 0.04% 361
2025
Q4
$7.84M Sell
21,963
-1,576
-7% -$557K 0.04% 319
2025
Q3
$7.83M Buy
23,539
+192
+0.8% +$69.6K 0.04% 331
2025
Q2
$8.75M Buy
23,347
+1,720
+8% +$603K 0.05% 304
2025
Q1
$7.08M Sell
21,627
-63
-0.3% -$21.9K 0.05% 337
2024
Q4
$7.08M Buy
21,690
+286
+1% +$84.6K 0.04% 340
2024
Q3
$4.98M Buy
21,404
+951
+5% +$214K 0.03% 436
2024
Q2
$5.71M Sell
20,453
-346
-2% -$93.9K 0.04% 360
2024
Q1
$5.5M Sell
20,799
-2
-0% -$505 0.04% 382
2023
Q4
$4.73M Sell
20,801
-389
-2% -$87.4K 0.04% 408
2023
Q3
$5.04M Sell
21,190
-268
-1% -$62.2K 0.04% 356
2023
Q2
$4.67M Sell
21,458
-1,684
-7% -$337K 0.04% 389
2023
Q1
$4.68M Buy
23,142
+563
+2% +$129K 0.04% 396
2022
Q4
$4.88M Buy
22,579
+623
+3% +$146K 0.05% 374
2022
Q3
$4.8M Sell
21,956
-387
-2% -$82.3K 0.05% 352
2022
Q2
$4.12M Buy
22,343
+678
+3% +$129K 0.04% 403
2022
Q1
$3.96M Buy
21,665
+67
+0.3% +$11.7K 0.03% 484
2021
Q4
$3.46M Sell
21,598
-178
-0.8% -$29.4K 0.03% 528
2021
Q3
$3.41M Buy
21,776
+117
+0.5% +$16.8K 0.03% 523
2021
Q2
$2.92M Sell
21,659
-1,422
-6% -$207K 0.02% 579
2021
Q1
$3.28M Buy
23,081
+145
+0.6% +$18.5K 0.03% 536
2020
Q4
$2.39M Sell
22,936
-860
-4% -$77.3K 0.02% 609
2020
Q3
$1.82M Buy
23,796
+5,825
+32% +$463K 0.02% 660
2020
Q2
$1.41M Sell
17,971
-1,005
-5% -$67.2K 0.02% 620
2020
Q1
$1.03M Buy
+18,976
New +$1.53M 0.02% 664

Other funds holding LPLA