AssetMark Inc’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
Q2 | $549K | Buy |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $189K | Sell |
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|
2024
Q3 | $156K | Buy |
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|
2024
Q2 | $179K | Buy |
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|
2024
Q1 | $151K | Buy |
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|
2023
Q4 | $112K | Buy |
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|
2023
Q3 | $83.9K | Sell |
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|
2023
Q2 | $83.9K | Buy |
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|
2023
Q1 | $28.7K | Sell |
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|
2022
Q4 | $47.3K | Buy |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $38K | Buy |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $6K | Sell |
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|
2020
Q4 | $6K | Buy |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $71K | Sell |
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|
2019
Q4 | $155K | Buy |
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|
2019
Q3 | $126K | Buy |
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|
2019
Q2 | $30K | Sell |
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|
2019
Q1 | $28K | Sell |
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|
2018
Q4 | $61K | Buy |
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|
2018
Q3 | $52K | Buy |
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|
2018
Q2 | $50K | Buy |
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|
2018
Q1 | $46K | Sell |
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|
2017
Q4 | $45K | Buy |
|