Baird Financial Group’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 | $2.09M | Buy |
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|
2025
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $1.8M | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $822K | Buy |
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|
2023
Q2 | $748K | Sell |
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|
2023
Q1 | $726K | Sell |
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|
2022
Q4 | $868K | Sell |
|
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|
2022
Q3 | $1.03M | Buy |
|
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|
2022
Q2 | $845K | Sell |
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|
2022
Q1 | $848K | Buy |
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|
2021
Q4 | $740K | Sell |
|
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|
2021
Q3 | $2.61M | Buy |
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|
2021
Q2 | $283K | Sell |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $222K | Buy |
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