Artemis Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2M | Sell |
99,125
-15,655
| -14% | -$5.87M | 0.48% | 77 |
|
|
2025
Q1 | $37.5M | Buy |
114,780
+32,044
| +39% | +$10.5M | 0.58% | 67 |
|
|
2024
Q4 | $27M | Buy |
82,736
+12,896
| +18% | +$4.21M | 0.38% | 83 |
|
|
2024
Q3 | $16.2M | Sell |
69,840
-55,806
| -44% | -$13M | 0.25% | 103 |
|
|
2024
Q2 | $35.1M | Buy |
125,646
+14,742
| +13% | +$4.12M | 0.47% | 61 |
|
|
2024
Q1 | $29.3M | Buy |
110,904
+315
| +0.3% | +$83.2K | 0.37% | 83 |
|
|
2023
Q4 | $25.2M | Sell |
110,589
-144,728
| -57% | -$32.9M | 0.36% | 79 |
|
|
2023
Q3 | $60.6M | Sell |
255,317
-33,531
| -12% | -$7.97M | 0.85% | 37 |
|
|
2023
Q2 | $62.7M | Sell |
288,848
-34,527
| -11% | -$7.5M | 0.78% | 38 |
|
|
2023
Q1 | $65.3M | Sell |
323,375
-32,263
| -9% | -$6.52M | 0.8% | 43 |
|
|
2022
Q4 | $77.1M | Sell |
355,638
-84,420
| -19% | -$18.3M | 0.87% | 43 |
|
|
2022
Q3 | $96.1M | Sell |
440,058
-83,878
| -16% | -$18.3M | 1.1% | 27 |
|
|
2022
Q2 | $96.8M | Sell |
523,936
-90,714
| -15% | -$16.8M | 1% | 32 |
|
|
2022
Q1 | $112M | Sell |
614,650
-153,009
| -20% | -$27.9M | 0.9% | 28 |
|
|
2021
Q4 | $123M | Buy |
767,659
+77,926
| +11% | +$12.5M | 0.89% | 30 |
|
|
2021
Q3 | $108M | Buy |
689,733
+9,595
| +1% | +$1.5M | 0.86% | 32 |
|
|
2021
Q2 | $91.9M | Buy |
680,138
+26,982
| +4% | +$3.65M | 0.79% | 35 |
|
|
2021
Q1 | $92.8M | Sell |
653,156
-1,104
| -0.2% | -$157K | 0.88% | 32 |
|
|
2020
Q4 | $68.3M | Buy |
654,260
+223,546
| +52% | +$23.3M | 0.71% | 43 |
|
|
2020
Q3 | $33M | Sell |
430,714
-45,596
| -10% | -$3.5M | 0.41% | 69 |
|
|
2020
Q2 | $37.4M | Buy |
476,310
+194,262
| +69% | +$15.3M | 0.5% | 61 |
|
|
2020
Q1 | $15K | Sell |
282,048
-140,007
| -33% | -$7.44K | 0.03% | 98 |
|
|
2019
Q4 | $38M | Buy |
422,055
+103,566
| +33% | +$9.33M | 0.48% | 67 |
|
|
2019
Q3 | $25.4M | Buy |
318,489
+162,392
| +104% | +$13M | 0.35% | 94 |
|
|
2019
Q2 | $12.4M | Buy |
+156,097
| New | +$12.4M | 0.15% | 170 |
|