B. Metzler seel. Sohn & Co’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 | $1.15M | Hold |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $735K | Hold |
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|
2024
Q2 | $883K | Buy |
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|
2024
Q1 | $815K | Hold |
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|
2023
Q4 | $702K | Hold |
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|
2023
Q3 | $733K | Buy |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $620K | Buy |
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|
2022
Q2 | $468K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $295K | Sell |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $296K | Buy |
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