Aureus Asset Management’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 | $1.3M | Hold |
|
|||||
|
2025
Q1 | $1.14M | Sell |
|
|||||
|
2024
Q4 | $1.14M | Hold |
|
|||||
|
2024
Q3 | $815K | Sell |
|
|||||
|
2024
Q2 | $1.24M | Hold |
|
|||||
|
2024
Q1 | $1.18M | Hold |
|
|||||
|
2023
Q4 | $1.01M | Hold |
|
|||||
|
2023
Q3 | $1.06M | Hold |
|
|||||
|
2023
Q2 | $969K | Hold |
|
|||||
|
2023
Q1 | $902K | Sell |
|
|||||
|
2022
Q4 | $1.2M | Sell |
|
|||||
|
2022
Q3 | $1.29M | Hold |
|
|||||
|
2022
Q2 | $1.09M | Hold |
|
|||||
|
2022
Q1 | $1.08M | Hold |
|
|||||
|
2021
Q4 | $945K | Hold |
|
|||||
|
2021
Q3 | $926K | Hold |
|
|||||
|
2021
Q2 | $797K | Hold |
|
|||||
|
2021
Q1 | $839K | Buy |
|
|||||
|
2020
Q4 | $610K | Hold |
|
|||||
|
2020
Q3 | $449K | Buy |
|