AAM
Aureus Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
3,473
| – | – | 0.08% | 85 |
|
|
2025
Q1 | $1.14M | Sell |
3,473
-32
| -0.9% | -$10.5K | 0.08% | 89 |
|
|
2024
Q4 | $1.14M | Hold |
3,505
| – | – | 0.07% | 90 |
|
|
2024
Q3 | $815K | Sell |
3,505
-950
| -21% | -$221K | 0.05% | 99 |
|
|
2024
Q2 | $1.24M | Hold |
4,455
| – | – | 0.09% | 84 |
|
|
2024
Q1 | $1.18M | Hold |
4,455
| – | – | 0.08% | 84 |
|
|
2023
Q4 | $1.01M | Hold |
4,455
| – | – | 0.07% | 85 |
|
|
2023
Q3 | $1.06M | Hold |
4,455
| – | – | 0.09% | 88 |
|
|
2023
Q2 | $969K | Hold |
4,455
| – | – | 0.07% | 90 |
|
|
2023
Q1 | $902K | Sell |
4,455
-1,090
| -20% | -$221K | 0.07% | 90 |
|
|
2022
Q4 | $1.2M | Sell |
5,545
-360
| -6% | -$77.8K | 0.1% | 86 |
|
|
2022
Q3 | $1.29M | Hold |
5,905
| – | – | 0.11% | 78 |
|
|
2022
Q2 | $1.09M | Hold |
5,905
| – | – | 0.09% | 91 |
|
|
2022
Q1 | $1.08M | Hold |
5,905
| – | – | 0.07% | 100 |
|
|
2021
Q4 | $945K | Hold |
5,905
| – | – | 0.06% | 100 |
|
|
2021
Q3 | $926K | Hold |
5,905
| – | – | 0.06% | 102 |
|
|
2021
Q2 | $797K | Hold |
5,905
| – | – | 0.05% | 113 |
|
|
2021
Q1 | $839K | Buy |
5,905
+55
| +0.9% | +$7.82K | 0.07% | 89 |
|
|
2020
Q4 | $610K | Hold |
5,850
| – | – | 0.05% | 117 |
|
|
2020
Q3 | $449K | Buy |
+5,850
| New | +$449K | 0.04% | 124 |
|