Bank of Nova Scotia’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 | $1.72M | Buy |
5,705
+37
| +0.7% | +$12.4K | ﹤0.01% | 774 |
|
|
2025
Q4 | $2.02M | Buy |
5,668
+2,564
| +83% | +$907K | ﹤0.01% | 784 |
|
|
2025
Q3 | $1.03M | Buy |
+3,104
| New | +$1.13M | ﹤0.01% | 795 |
|
|
2025
Q2 | – | Sell |
-2,876
| Closed | -$941K | – | 1070 |
|
|
2025
Q1 | $941K | Buy |
+2,876
| New | +$1M | ﹤0.01% | 747 |
|
|
2024
Q4 | – | Sell |
-5,301
| Closed | -$1.23M | – | 1094 |
|
|
2024
Q3 | $1.23M | Buy |
5,301
+421
| +9% | +$94.9K | ﹤0.01% | 737 |
|
|
2024
Q2 | $1.36M | Sell |
4,880
-56
| -1% | -$15.2K | ﹤0.01% | 722 |
|
|
2024
Q1 | $1.3M | Sell |
4,936
-11,273
| -70% | -$2.85M | ﹤0.01% | 739 |
|
|
2023
Q4 | $3.69M | Buy |
16,209
+4,391
| +37% | +$987K | 0.01% | 553 |
|
|
2023
Q3 | $2.81M | Sell |
11,818
-130,762
| -92% | -$30.4M | 0.01% | 515 |
|
|
2023
Q2 | $31M | Buy |
142,580
+140,149
| +5,765% | +$28.1M | 0.08% | 167 |
|
|
2023
Q1 | $492K | Sell |
2,431
-814
| -25% | -$186K | ﹤0.01% | 846 |
|
|
2022
Q4 | $701K | Sell |
3,245
-24,187
| -88% | -$5.65M | ﹤0.01% | 866 |
|
|
2022
Q3 | $5.99M | Buy |
27,432
+25,312
| +1,194% | +$5.38M | 0.02% | 402 |
|
|
2022
Q2 | $391K | Sell |
2,120
-22,673
| -91% | -$4.31M | ﹤0.01% | 1047 |
|
|
2022
Q1 | $4.53M | Buy |
+24,793
| New | +$4.32M | 0.01% | 616 |
|
|
2021
Q4 | – | Sell |
-55,493
| Closed | -$8.7M | – | 1259 |
|
|
2021
Q3 | $8.7M | Buy |
55,493
+41,100
| +286% | +$5.9M | 0.02% | 507 |
|
|
2021
Q2 | $1.94M | Sell |
14,393
-203,000
| -93% | -$29.5M | ﹤0.01% | 825 |
|
|
2021
Q1 | $30.9M | Buy |
+217,393
| New | +$27.7M | 0.06% | 234 |
|
|
2020
Q4 | – | Sell |
-28,893
| Closed | -$2.21M | – | 1029 |
|
|
2020
Q3 | $2.21M | Buy |
+28,893
| New | +$2.29M | 0.01% | 623 |
|
|
2019
Q3 | – | Sell |
-14,516
| Closed | -$1.18M | – | 925 |
|
|
2019
Q2 | $1.18M | Sell |
14,516
-2,484
| -15% | -$197K | 0.01% | 682 |
|
|
2019
Q1 | $1.18M | Buy |
+17,000
| New | +$1.23M | ﹤0.01% | 691 |
|
|
2018
Q4 | – | Sell |
-36,304
| Closed | -$2.34M | – | 892 |
|
|
2018
Q3 | $2.34M | Sell |
36,304
-105,696
| -74% | -$7.01M | 0.01% | 609 |
|
|
2018
Q2 | $9.31M | Buy |
+142,000
| New | +$9.33M | 0.05% | 259 |
|
Other funds holding LPLA
VPM
VCM
SC
