Bank of America’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $242M | Buy |
803,428
+7,257
| +0.9% | +$2.43M | 0.02% | 643 |
|
|
2025
Q4 | $284M | Sell |
796,171
-81,861
| -9% | -$29M | 0.02% | 592 |
|
|
2025
Q3 | $292M | Sell |
878,032
-84,044
| -9% | -$30.5M | 0.02% | 641 |
|
|
2025
Q2 | $361M | Buy |
962,076
+38,386
| +4% | +$13.4M | 0.03% | 545 |
|
|
2025
Q1 | $302M | Buy |
923,690
+586,631
| +174% | +$204M | 0.03% | 559 |
|
|
2024
Q4 | $110M | Sell |
337,059
-17,641
| -5% | -$5.22M | 0.01% | 973 |
|
|
2024
Q3 | $82.5M | Sell |
354,700
-227,322
| -39% | -$51.2M | 0.01% | 1194 |
|
|
2024
Q2 | $163M | Buy |
582,022
+9,892
| +2% | +$2.69M | 0.02% | 771 |
|
|
2024
Q1 | $151M | Buy |
572,130
+26,052
| +5% | +$6.58M | 0.01% | 804 |
|
|
2023
Q4 | $124M | Sell |
546,078
-142,860
| -21% | -$32.1M | 0.01% | 846 |
|
|
2023
Q3 | $164M | Buy |
688,938
+54,444
| +9% | +$12.6M | 0.02% | 674 |
|
|
2023
Q2 | $138M | Buy |
634,494
+204,734
| +48% | +$41M | 0.02% | 743 |
|
|
2023
Q1 | $87M | Buy |
429,760
+14,852
| +4% | +$3.4M | 0.01% | 1017 |
|
|
2022
Q4 | $89.7M | Sell |
414,908
-6,665
| -2% | -$1.56M | 0.01% | 943 |
|
|
2022
Q3 | $92.1M | Sell |
421,573
-35,276
| -8% | -$7.5M | 0.01% | 894 |
|
|
2022
Q2 | $84.3M | Sell |
456,849
-65,314
| -13% | -$12.4M | 0.01% | 976 |
|
|
2022
Q1 | $95.4M | Buy |
522,163
+64,592
| +14% | +$11.2M | 0.01% | 986 |
|
|
2021
Q4 | $73.3M | Buy |
457,571
+28,391
| +7% | +$4.69M | 0.01% | 1167 |
|
|
2021
Q3 | $67.3M | Buy |
429,180
+263
| +0.1% | +$37.8K | 0.01% | 1178 |
|
|
2021
Q2 | $57.9M | Sell |
428,917
-23,137
| -5% | -$3.36M | 0.01% | 1276 |
|
|
2021
Q1 | $64.3M | Buy |
452,054
+54,174
| +14% | +$6.91M | 0.01% | 1126 |
|
|
2020
Q4 | $41.5M | Buy |
397,880
+13,328
| +3% | +$1.2M | 0.01% | 1309 |
|
|
2020
Q3 | $29.5M | Sell |
384,552
-59,156
| -13% | -$4.7M | ﹤0.01% | 1410 |
|
|
2020
Q2 | $34.8M | Sell |
443,708
-7,356
| -2% | -$492K | 0.01% | 1223 |
|
|
2020
Q1 | $24.6M | Sell |
451,064
-38,290
| -8% | -$3.09M | ﹤0.01% | 1366 |
|
|
2019
Q4 | $45.1M | Buy |
489,354
+39,607
| +9% | +$3.4M | 0.01% | 1252 |
|
|
2019
Q3 | $36.8M | Sell |
449,747
-28,802
| -6% | -$2.31M | 0.01% | 1335 |
|
|
2019
Q2 | $39M | Sell |
478,549
-6,904
| -1% | -$546K | 0.01% | 1318 |
|
|
2019
Q1 | $33.8M | Buy |
485,453
+66,539
| +16% | +$4.8M | 0.01% | 1409 |
|
|
2018
Q4 | $25.6M | Buy |
418,914
+30,072
| +8% | +$1.83M | ﹤0.01% | 1487 |
|
|
2018
Q3 | $25.1M | Sell |
388,842
-46,001
| -11% | -$3.05M | ﹤0.01% | 1639 |
|
|
2018
Q2 | $28.5M | Buy |
434,843
+106,909
| +33% | +$7.03M | 0.01% | 1535 |
|
|
2018
Q1 | $20M | Buy |
327,934
+2,260
| +0.7% | +$140K | ﹤0.01% | 1770 |
|
|
2017
Q4 | $18.6M | Buy |
325,674
+16,270
| +5% | +$856K | ﹤0.01% | 1865 |
|
|
2017
Q3 | $16M | Buy |
309,404
+12,169
| +4% | +$560K | ﹤0.01% | 2063 |
|
|
2017
Q2 | $12.6M | Buy |
297,235
+6,752
| +2% | +$274K | ﹤0.01% | 2129 |
|
|
2017
Q1 | $11.6M | Buy |
290,483
+21,445
| +8% | +$843K | ﹤0.01% | 2250 |
|
|
2016
Q4 | $9.47M | Sell |
269,038
-8,643
| -3% | -$302K | ﹤0.01% | 2367 |
|
|
2016
Q3 | $8.3M | Buy |
277,681
+6,719
| +2% | +$182K | ﹤0.01% | 2399 |
|
|
2016
Q2 | $6.11M | Sell |
270,962
-29,421
| -10% | -$739K | ﹤0.01% | 2632 |
|
|
2016
Q1 | $7.45M | Sell |
300,383
-78,981
| -21% | -$2.13M | ﹤0.01% | 2418 |
|
|
2015
Q4 | $16.2M | Sell |
379,364
-82,361
| -18% | -$3.51M | ﹤0.01% | 1837 |
|
|
2015
Q3 | $18.4M | Buy |
461,725
+434,629
| +1,604% | +$18.7M | 0.01% | 1695 |
|
|
2015
Q2 | $1.26M | Buy |
27,096
+23,522
| +658% | +$1.02M | ﹤0.01% | 3901 |
|
|
2015
Q1 | $157K | Sell |
3,574
-2,000
| -36% | -$88.4K | ﹤0.01% | 5082 |
|
|
2014
Q4 | $249K | Sell |
5,574
-1,987
| -26% | -$85.5K | ﹤0.01% | 5195 |
|
|
2014
Q3 | $348K | Sell |
7,561
-15,622
| -67% | -$753K | ﹤0.01% | 4911 |
|
|
2014
Q2 | $1.15M | Sell |
23,183
-67,371
| -74% | -$3.27M | ﹤0.01% | 3870 |
|
|
2014
Q1 | $4.76M | Sell |
90,554
-27,631
| -23% | -$1.46M | ﹤0.01% | 2441 |
|
|
2013
Q4 | $5.56M | Buy |
118,185
+99,338
| +527% | +$4.17M | ﹤0.01% | 2380 |
|
|
2013
Q3 | $722K | Sell |
18,847
-24,580
| -57% | -$940K | ﹤0.01% | 4277 |
|
|
2013
Q2 | $1.64M | Buy |
+43,427
| New | +$1.55M | ﹤0.01% | 3445 |
|
Other funds holding LPLA
VPM
VCM
SC
