Axa’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 | – | Sell |
-1,178
| Closed | -$442K | – | 631 |
|
|
2025
Q2 | $442K | Buy |
1,178
+141
| +14% | +$49.4K | ﹤0.01% | 999 |
|
|
2025
Q1 | $339K | Sell |
1,037
-94
| -8% | -$32.7K | ﹤0.01% | 970 |
|
|
2024
Q4 | $369K | Sell |
1,131
-220
| -16% | -$65.1K | ﹤0.01% | 970 |
|
|
2024
Q3 | $314K | Buy |
+1,351
| New | +$304K | ﹤0.01% | 1007 |
|
|
2023
Q2 | – | Sell |
-52,455
| Closed | -$10.6M | – | 1128 |
|
|
2023
Q1 | $10.6M | Buy |
52,455
+44,556
| +564% | +$10.2M | 0.04% | 402 |
|
|
2022
Q4 | $1.71M | Buy |
7,899
+6,154
| +353% | +$1.44M | 0.01% | 805 |
|
|
2022
Q3 | $381K | Buy |
+1,745
| New | +$371K | ﹤0.01% | 1004 |
|
|
2021
Q3 | – | Sell |
-19,000
| Closed | -$2.56M | – | 1280 |
|
|
2021
Q2 | $2.56M | Sell |
19,000
-117,800
| -86% | -$17.1M | 0.01% | 844 |
|
|
2021
Q1 | $19.4M | Buy |
136,800
+88,300
| +182% | +$11.3M | 0.06% | 347 |
|
|
2020
Q4 | $5.05M | Buy |
48,500
+45,200
| +1,370% | +$4.06M | 0.02% | 691 |
|
|
2020
Q3 | $253K | Sell |
3,300
-44,300
| -93% | -$3.52M | ﹤0.01% | 1126 |
|
|
2020
Q2 | $3.73M | Buy |
47,600
+26,600
| +127% | +$1.78M | 0.01% | 700 |
|
|
2020
Q1 | $1.14M | Sell |
21,000
-10,500
| -33% | -$847K | 0.01% | 831 |
|
|
2019
Q4 | $2.91M | Buy |
31,500
+1,900
| +6% | +$163K | 0.01% | 743 |
|
|
2019
Q3 | $2.42M | Buy |
+29,600
| New | +$2.37M | 0.01% | 819 |
|
|
2018
Q1 | – | Sell |
-6,700
| Closed | -$383K | – | 1399 |
|
|
2017
Q4 | $383K | Hold |
6,700
| – | – | ﹤0.01% | 1190 |
|
|
2017
Q3 | $346K | Buy |
+6,700
| New | +$308K | ﹤0.01% | 1164 |
|
|
2013
Q4 | – | Sell |
-25,100
| Closed | -$962K | – | 1411 |
|
|
2013
Q3 | $962K | Buy |
+25,100
| New | +$960K | ﹤0.01% | 875 |
|
Other funds holding LPLA
LPC
