Baird Financial Group’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 | $2.27M | Buy |
6,059
+49
| +0.8% | +$18.4K | ﹤0.01% | 976 |
|
|
2025
Q1 | $1.97M | Sell |
6,010
-2,428
| -29% | -$794K | ﹤0.01% | 969 |
|
|
2024
Q4 | $2.76M | Buy |
8,438
+693
| +9% | +$226K | 0.01% | 878 |
|
|
2024
Q3 | $1.8M | Buy |
+7,745
| New | +$1.8M | ﹤0.01% | 993 |
|
|
2023
Q4 | – | Sell |
-3,459
| Closed | -$822K | – | 1766 |
|
|
2023
Q3 | $822K | Buy |
3,459
+18
| +0.5% | +$4.28K | ﹤0.01% | 1173 |
|
|
2023
Q2 | $748K | Sell |
3,441
-146
| -4% | -$31.7K | ﹤0.01% | 1209 |
|
|
2023
Q1 | $726K | Sell |
3,587
-432
| -11% | -$87.4K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $868K | Sell |
4,019
-677
| -14% | -$146K | ﹤0.01% | 1104 |
|
|
2022
Q3 | $1.03M | Buy |
4,696
+115
| +3% | +$25.2K | ﹤0.01% | 1048 |
|
|
2022
Q2 | $845K | Sell |
4,581
-61
| -1% | -$11.3K | ﹤0.01% | 1152 |
|
|
2022
Q1 | $848K | Buy |
4,642
+20
| +0.4% | +$3.65K | ﹤0.01% | 1220 |
|
|
2021
Q4 | $740K | Sell |
4,622
-12,036
| -72% | -$1.93M | ﹤0.01% | 1316 |
|
|
2021
Q3 | $2.61M | Buy |
16,658
+14,565
| +696% | +$2.28M | 0.01% | 833 |
|
|
2021
Q2 | $283K | Sell |
2,093
-75
| -3% | -$10.1K | ﹤0.01% | 1589 |
|
|
2021
Q1 | $308K | Buy |
2,168
+36
| +2% | +$5.11K | ﹤0.01% | 1510 |
|
|
2020
Q4 | $222K | Buy |
+2,132
| New | +$222K | ﹤0.01% | 1476 |
|