B. Metzler seel. Sohn & Co’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 | $1.15M | Hold |
3,064
| – | – | 0.01% | 512 |
|
|
2025
Q1 | $1M | Sell |
3,064
-39
| -1% | -$12.8K | 0.01% | 523 |
|
|
2024
Q4 | $1.01M | Sell |
3,103
-58
| -2% | -$18.9K | 0.01% | 531 |
|
|
2024
Q3 | $735K | Hold |
3,161
| – | – | 0.01% | 598 |
|
|
2024
Q2 | $883K | Buy |
3,161
+78
| +3% | +$21.8K | 0.01% | 553 |
|
|
2024
Q1 | $815K | Hold |
3,083
| – | – | 0.01% | 553 |
|
|
2023
Q4 | $702K | Hold |
3,083
| – | – | 0.01% | 557 |
|
|
2023
Q3 | $733K | Buy |
3,083
+520
| +20% | +$124K | 0.01% | 523 |
|
|
2023
Q2 | $557K | Buy |
2,563
+1,093
| +74% | +$238K | 0.01% | 574 |
|
|
2023
Q1 | $298K | Sell |
1,470
-301
| -17% | -$60.9K | ﹤0.01% | 634 |
|
|
2022
Q4 | $383K | Sell |
1,771
-1,065
| -38% | -$230K | 0.01% | 594 |
|
|
2022
Q3 | $620K | Buy |
2,836
+301
| +12% | +$65.8K | 0.01% | 510 |
|
|
2022
Q2 | $468K | Buy |
+2,535
| New | +$468K | 0.01% | 566 |
|
|
2021
Q4 | – | Sell |
-1,978
| Closed | -$310K | – | 721 |
|
|
2021
Q3 | $310K | Sell |
1,978
-209
| -10% | -$32.8K | ﹤0.01% | 636 |
|
|
2021
Q2 | $295K | Sell |
2,187
-129
| -6% | -$17.4K | ﹤0.01% | 624 |
|
|
2021
Q1 | $329K | Sell |
2,316
-527
| -19% | -$74.9K | 0.01% | 604 |
|
|
2020
Q4 | $296K | Buy |
+2,843
| New | +$296K | 0.01% | 600 |
|