AssetMark Inc’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 | $549K | Buy |
1,465
+238
| +19% | +$89.2K | ﹤0.01% | 1027 |
|
|
2025
Q1 | $401K | Buy |
1,227
+648
| +112% | +$212K | ﹤0.01% | 1028 |
|
|
2024
Q4 | $189K | Sell |
579
-93
| -14% | -$30.4K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $156K | Buy |
672
+31
| +5% | +$7.21K | ﹤0.01% | 1063 |
|
|
2024
Q2 | $179K | Buy |
641
+69
| +12% | +$19.3K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $151K | Buy |
572
+80
| +16% | +$21.1K | ﹤0.01% | 992 |
|
|
2023
Q4 | $112K | Buy |
492
+139
| +39% | +$31.6K | ﹤0.01% | 1018 |
|
|
2023
Q3 | $83.9K | Sell |
353
-33
| -9% | -$7.84K | ﹤0.01% | 1013 |
|
|
2023
Q2 | $83.9K | Buy |
386
+244
| +172% | +$53.1K | ﹤0.01% | 982 |
|
|
2023
Q1 | $28.7K | Sell |
142
-77
| -35% | -$15.6K | ﹤0.01% | 1139 |
|
|
2022
Q4 | $47.3K | Buy |
219
+1
| +0.5% | +$216 | ﹤0.01% | 1054 |
|
|
2022
Q3 | $48K | Buy |
218
+13
| +6% | +$2.86K | ﹤0.01% | 945 |
|
|
2022
Q2 | $38K | Buy |
205
+122
| +147% | +$22.6K | ﹤0.01% | 990 |
|
|
2022
Q1 | $15K | Buy |
+83
| New | +$15K | ﹤0.01% | 1128 |
|
|
2021
Q2 | – | Sell |
-40
| Closed | -$6K | – | 1454 |
|
|
2021
Q1 | $6K | Sell |
40
-22
| -35% | -$3.3K | ﹤0.01% | 985 |
|
|
2020
Q4 | $6K | Buy |
62
+15
| +32% | +$1.45K | ﹤0.01% | 997 |
|
|
2020
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q2 | $4K | Sell |
47
-1,256
| -96% | -$107K | ﹤0.01% | 977 |
|
|
2020
Q1 | $71K | Sell |
1,303
-381
| -23% | -$20.8K | ﹤0.01% | 625 |
|
|
2019
Q4 | $155K | Buy |
1,684
+148
| +10% | +$13.6K | ﹤0.01% | 569 |
|
|
2019
Q3 | $126K | Buy |
1,536
+1,166
| +315% | +$95.6K | ﹤0.01% | 568 |
|
|
2019
Q2 | $30K | Sell |
370
-28
| -7% | -$2.27K | ﹤0.01% | 810 |
|
|
2019
Q1 | $28K | Sell |
398
-608
| -60% | -$42.8K | ﹤0.01% | 813 |
|
|
2018
Q4 | $61K | Buy |
1,006
+200
| +25% | +$12.1K | ﹤0.01% | 647 |
|
|
2018
Q3 | $52K | Buy |
806
+40
| +5% | +$2.58K | ﹤0.01% | 735 |
|
|
2018
Q2 | $50K | Buy |
766
+16
| +2% | +$1.04K | ﹤0.01% | 722 |
|
|
2018
Q1 | $46K | Sell |
750
-34
| -4% | -$2.09K | ﹤0.01% | 751 |
|
|
2017
Q4 | $45K | Buy |
+784
| New | +$45K | ﹤0.01% | 815 |
|