Bank of Montreal’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 | $4.43M | Buy |
14,728
+9,601
| +187% | +$3.22M | ﹤0.01% | 1363 |
|
|
2025
Q4 | $1.83M | Sell |
5,127
-19,951
| -80% | -$7.06M | ﹤0.01% | 1694 |
|
|
2025
Q3 | $8.34M | Buy |
25,078
+1,818
| +8% | +$659K | ﹤0.01% | 1120 |
|
|
2025
Q2 | $8.72M | Buy |
23,260
+9,594
| +70% | +$3.36M | ﹤0.01% | 1037 |
|
|
2025
Q1 | $4.47M | Sell |
13,666
-46,244
| -77% | -$16.1M | ﹤0.01% | 1201 |
|
|
2024
Q4 | $19.6M | Buy |
59,910
+19,126
| +47% | +$5.66M | 0.01% | 752 |
|
|
2024
Q3 | $9.42M | Sell |
40,784
-35,002
| -46% | -$7.89M | ﹤0.01% | 1065 |
|
|
2024
Q2 | $21.2M | Sell |
75,786
-94,379
| -55% | -$25.6M | 0.01% | 748 |
|
|
2024
Q1 | $45.7M | Buy |
170,165
+87,874
| +107% | +$22.2M | 0.01% | 466 |
|
|
2023
Q4 | $18.9M | Sell |
82,291
-49,937
| -38% | -$11.2M | 0.01% | 805 |
|
|
2023
Q3 | $32.7M | Buy |
132,228
+48,991
| +59% | +$11.4M | 0.01% | 552 |
|
|
2023
Q2 | $18.1M | Sell |
83,237
-88,393
| -52% | -$17.7M | 0.01% | 775 |
|
|
2023
Q1 | $34.8M | Sell |
171,630
-53,888
| -24% | -$12.3M | 0.01% | 493 |
|
|
2022
Q4 | $48.8M | Buy |
225,518
+218,005
| +2,902% | +$51M | 0.02% | 396 |
|
|
2022
Q3 | $1.65K | Sell |
7,513
-12,795
| -63% | -$2.72M | ﹤0.01% | 1928 |
|
|
2022
Q2 | $3.89K | Buy |
20,308
+13,759
| +210% | +$2.61M | ﹤0.01% | 1551 |
|
|
2022
Q1 | $1.22M | Buy |
6,549
+4,181
| +177% | +$728K | ﹤0.01% | 2216 |
|
|
2021
Q4 | $384K | Sell |
2,368
-19,488
| -89% | -$3.22M | ﹤0.01% | 2581 |
|
|
2021
Q3 | $3.48M | Sell |
21,856
-949
| -4% | -$136K | ﹤0.01% | 1805 |
|
|
2021
Q2 | $3.13M | Sell |
22,805
-3,287
| -13% | -$478K | ﹤0.01% | 1827 |
|
|
2021
Q1 | $3.81M | Sell |
26,092
-3,330
| -11% | -$425K | ﹤0.01% | 1477 |
|
|
2020
Q4 | $3.44M | Buy |
29,422
+812
| +3% | +$73K | ﹤0.01% | 1572 |
|
|
2020
Q3 | $2.28M | Sell |
28,610
-16,688
| -37% | -$1.33M | ﹤0.01% | 1613 |
|
|
2020
Q2 | $3.36M | Sell |
45,298
-121
| -0.3% | -$8.09K | ﹤0.01% | 1363 |
|
|
2020
Q1 | $2.33M | Sell |
45,419
-11,600
| -20% | -$935K | ﹤0.01% | 1361 |
|
|
2019
Q4 | $5.26M | Buy |
57,019
+31,655
| +125% | +$2.72M | ﹤0.01% | 1323 |
|
|
2019
Q3 | $2.08M | Sell |
25,364
-1,137
| -4% | -$91K | ﹤0.01% | 1671 |
|
|
2019
Q2 | $2.16M | Sell |
26,501
-11,731
| -31% | -$928K | ﹤0.01% | 1644 |
|
|
2019
Q1 | $2.66M | Sell |
38,232
-209
| -0.5% | -$15.1K | ﹤0.01% | 1510 |
|
|
2018
Q4 | $2.35M | Sell |
38,441
-5,163
| -12% | -$315K | ﹤0.01% | 1444 |
|
|
2018
Q3 | $2.81M | Sell |
43,604
-2,918
| -6% | -$193K | ﹤0.01% | 1487 |
|
|
2018
Q2 | $3.05M | Sell |
46,522
-290
| -0.6% | -$19.1K | ﹤0.01% | 1415 |
|
|
2018
Q1 | $2.86M | Buy |
46,812
+3,207
| +7% | +$199K | ﹤0.01% | 1400 |
|
|
2017
Q4 | $2.49M | Sell |
43,605
-83,223
| -66% | -$4.38M | ﹤0.01% | 1491 |
|
|
2017
Q3 | $6.54M | Sell |
126,828
-49,947
| -28% | -$2.3M | 0.01% | 1042 |
|
|
2017
Q2 | $7.51M | Buy |
176,775
+174,309
| +7,068% | +$7.07M | 0.01% | 976 |
|
|
2017
Q1 | $99K | Buy |
2,466
+34
| +1% | +$1.34K | ﹤0.01% | 2830 |
|
|
2016
Q4 | $101K | Buy |
2,432
+1,059
| +77% | +$37K | ﹤0.01% | 2837 |
|
|
2016
Q3 | $41K | Hold |
1,373
| – | – | ﹤0.01% | 3106 |
|
|
2016
Q2 | $31K | Sell |
1,373
-340
| -20% | -$8.54K | ﹤0.01% | 3213 |
|
|
2016
Q1 | $42K | Buy |
1,713
+842
| +97% | +$22.7K | ﹤0.01% | 3117 |
|
|
2015
Q4 | $38K | Buy |
871
+740
| +565% | +$31.5K | ﹤0.01% | 3142 |
|
|
2015
Q3 | $6K | Buy |
131
+105
| +404% | +$4.52K | ﹤0.01% | 3604 |
|
|
2015
Q2 | $1K | Sell |
26
-44
| -63% | -$1.9K | ﹤0.01% | 3839 |
|
|
2015
Q1 | $4K | Buy |
70
+20
| +40% | +$884 | ﹤0.01% | 3671 |
|
|
2014
Q4 | $2K | Buy |
50
+32
| +178% | +$1.38K | ﹤0.01% | 3836 |
|
|
2014
Q3 | $1K | Buy |
+18
| New | +$867 | ﹤0.01% | 3954 |
|
|
2014
Q1 | – | Sell |
-18
| Closed | -$1K | – | 4087 |
|
|
2013
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 3669 |
|
|
2013
Q3 | $1K | Buy |
+18
| New | +$688 | ﹤0.01% | 3721 |
|
Other funds holding LPLA
VPM
VCM
SC
