Asset Management One’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.3M | Buy |
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|
2025
Q2 | $11.4M | Buy |
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|
2025
Q1 | $9.31M | Sell |
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|
2024
Q4 | $10.4M | Buy |
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|
2024
Q3 | $7.17M | Sell |
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|
2024
Q2 | $8.67M | Sell |
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|
2024
Q1 | $8.52M | Sell |
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|
2023
Q4 | $7.96M | Buy |
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|
2023
Q3 | $7.17M | Sell |
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|
2023
Q2 | $6.71M | Sell |
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|
2023
Q1 | $6.27M | Sell |
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|
2022
Q4 | $7.44M | Sell |
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|
2022
Q3 | $7.99M | Buy |
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|
2022
Q2 | $5.76M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $824K | Buy |
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|
2021
Q2 | $703K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $758K | Sell |
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|
2020
Q3 | $699K | Sell |
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|
2020
Q2 | $771K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.86M | Sell |
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|
2019
Q3 | $2.32M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.01M | Sell |
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|
2016
Q2 | $1.71M | Buy |
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|
2016
Q1 | $1.7M | Sell |
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|
2015
Q4 | $3.79M | Sell |
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|
2015
Q3 | $4.19M | Sell |
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|
2015
Q2 | $5.45M | Sell |
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|
2015
Q1 | $6.37M | Sell |
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|
2014
Q4 | $6.54M | Buy |
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|
2014
Q3 | $2.83M | Buy |
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|
2014
Q2 | $1.8M | Sell |
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|
2014
Q1 | $2.2M | Sell |
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|
2013
Q4 | $2.1M | Sell |
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|
2013
Q3 | $1.85M | Buy |
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|
2013
Q2 | $1.36M | Buy |
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