Aviva’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 | $21M | Buy |
56,003
+3,708
| +7% | +$1.39M | 0.04% | 356 |
|
|
2025
Q1 | $17.1M | Buy |
52,295
+7,149
| +16% | +$2.34M | 0.04% | 372 |
|
|
2024
Q4 | $14.7M | Sell |
45,146
-35,721
| -44% | -$11.7M | 0.04% | 370 |
|
|
2024
Q3 | $18.8M | Buy |
80,867
+1,739
| +2% | +$405K | 0.05% | 352 |
|
|
2024
Q2 | $22.1M | Buy |
79,128
+10,255
| +15% | +$2.86M | 0.06% | 335 |
|
|
2024
Q1 | $18.2M | Sell |
68,873
-5,451
| -7% | -$1.44M | 0.06% | 354 |
|
|
2023
Q4 | $16.9M | Buy |
74,324
+7,151
| +11% | +$1.63M | 0.06% | 361 |
|
|
2023
Q3 | $16M | Buy |
67,173
+24,254
| +57% | +$5.76M | 0.07% | 357 |
|
|
2023
Q2 | $9.33M | Sell |
42,919
-33,286
| -44% | -$7.24M | 0.04% | 438 |
|
|
2023
Q1 | $15.4M | Buy |
76,205
+31,671
| +71% | +$6.41M | 0.07% | 390 |
|
|
2022
Q4 | $9.63M | Sell |
44,534
-36,562
| -45% | -$7.9M | 0.05% | 463 |
|
|
2022
Q3 | $17.7M | Buy |
81,096
+15,844
| +24% | +$3.46M | 0.1% | 276 |
|
|
2022
Q2 | $12M | Buy |
+65,252
| New | +$12M | 0.06% | 406 |
|