Banque Cantonale Vaudoise’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 | $3.31M | Buy |
8,829
+5,874
| +199% | +$2.2M | 0.14% | 143 |
|
|
2025
Q1 | $967K | Buy |
+2,955
| New | +$967K | 0.04% | 360 |
|
|
2024
Q3 | – | Sell |
-6,412
| Closed | -$1.79M | – | 906 |
|
|
2024
Q2 | $1.79M | Buy |
6,412
+1,834
| +40% | +$512K | 0.07% | 256 |
|
|
2024
Q1 | $1.21M | Sell |
4,578
-64
| -1% | -$16.9K | 0.05% | 324 |
|
|
2023
Q4 | $1.06M | Buy |
4,642
+1,690
| +57% | +$384K | 0.05% | 331 |
|
|
2023
Q3 | $702K | Sell |
2,952
-2,248
| -43% | -$535K | 0.04% | 394 |
|
|
2023
Q2 | $1.13M | Sell |
5,200
-4,200
| -45% | -$913K | 0.05% | 307 |
|
|
2023
Q1 | $1.9M | Buy |
9,400
+8,400
| +840% | +$1.7M | 0.09% | 210 |
|
|
2022
Q4 | $216K | Sell |
1,000
-3,000
| -75% | -$648K | 0.01% | 678 |
|
|
2022
Q3 | $874K | Buy |
4,000
+3,000
| +300% | +$656K | 0.05% | 359 |
|
|
2022
Q2 | $185K | Buy |
+1,000
| New | +$185K | 0.01% | 756 |
|