Aviva’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
Q3 | $21.1M | Buy |
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|
2025
Q2 | $21M | Buy |
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|
2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $14.7M | Sell |
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|
2024
Q3 | $18.8M | Buy |
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|
2024
Q2 | $22.1M | Buy |
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|
2024
Q1 | $18.2M | Sell |
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|
2023
Q4 | $16.9M | Buy |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $9.33M | Sell |
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|
2023
Q1 | $15.4M | Buy |
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|
2022
Q4 | $9.63M | Sell |
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|
2022
Q3 | $17.7M | Buy |
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|
2022
Q2 | $12M | Buy |
|