BAMCO Inc’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 | $83.4M | Buy |
222,479
+57,228
| +35% | +$21.5M | 0.23% | 90 |
|
|
2025
Q1 | $54.1M | Buy |
165,251
+45,547
| +38% | +$14.9M | 0.16% | 117 |
|
|
2024
Q4 | $39.1M | Buy |
119,704
+54,256
| +83% | +$17.7M | 0.1% | 152 |
|
|
2024
Q3 | $15.2M | Sell |
65,448
-60,193
| -48% | -$14M | 0.04% | 222 |
|
|
2024
Q2 | $35.1M | Buy |
125,641
+3,603
| +3% | +$1.01M | 0.1% | 158 |
|
|
2024
Q1 | $32.2M | Buy |
122,038
+8,184
| +7% | +$2.16M | 0.09% | 173 |
|
|
2023
Q4 | $25.9M | Buy |
113,854
+3,500
| +3% | +$797K | 0.07% | 186 |
|
|
2023
Q3 | $26.2M | Buy |
110,354
+1,271
| +1% | +$302K | 0.08% | 174 |
|
|
2023
Q2 | $23.7M | Buy |
109,083
+12,449
| +13% | +$2.71M | 0.07% | 184 |
|
|
2023
Q1 | $19.6M | Buy |
96,634
+46,216
| +92% | +$9.35M | 0.06% | 191 |
|
|
2022
Q4 | $10.9M | Sell |
50,418
-18,274
| -27% | -$3.95M | 0.04% | 226 |
|
|
2022
Q3 | $15M | Buy |
68,692
+21,292
| +45% | +$4.65M | 0.05% | 216 |
|
|
2022
Q2 | $8.74M | Buy |
47,400
+35,300
| +292% | +$6.51M | 0.03% | 255 |
|
|
2022
Q1 | $2.21M | Buy |
12,100
+1,600
| +15% | +$292K | 0.01% | 336 |
|
|
2021
Q4 | $1.68M | Buy |
+10,500
| New | +$1.68M | ﹤0.01% | 354 |
|