Barclays’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
64,783
+21,211
| +49% | +$7.95M | 0.01% | 737 |
|
|
2025
Q1 | $14.3M | Sell |
43,572
-8,913
| -17% | -$2.92M | ﹤0.01% | 853 |
|
|
2024
Q4 | $17.1M | Sell |
52,485
-63,282
| -55% | -$20.7M | ﹤0.01% | 838 |
|
|
2024
Q3 | $26.9M | Buy |
115,767
+61,698
| +114% | +$14.4M | 0.01% | 656 |
|
|
2024
Q2 | $15.1M | Sell |
54,069
-15,396
| -22% | -$4.3M | ﹤0.01% | 777 |
|
|
2024
Q1 | $18.4M | Sell |
69,465
-15,018
| -18% | -$3.97M | 0.01% | 768 |
|
|
2023
Q4 | $19.2M | Buy |
84,483
+20,639
| +32% | +$4.7M | 0.01% | 753 |
|
|
2023
Q3 | $15.2M | Buy |
63,844
+9,745
| +18% | +$2.32M | 0.01% | 750 |
|
|
2023
Q2 | $11.8M | Buy |
54,099
+8,708
| +19% | +$1.89M | 0.01% | 851 |
|
|
2023
Q1 | $9.19M | Sell |
45,391
-19,899
| -30% | -$4.03M | ﹤0.01% | 833 |
|
|
2022
Q4 | $14.1M | Sell |
65,290
-12,318
| -16% | -$2.66M | 0.01% | 738 |
|
|
2022
Q3 | $17M | Sell |
77,608
-6,727
| -8% | -$1.47M | 0.02% | 641 |
|
|
2022
Q2 | $15.6M | Sell |
84,335
-20,968
| -20% | -$3.87M | 0.01% | 670 |
|
|
2022
Q1 | $19.2M | Buy |
105,303
+65,868
| +167% | +$12M | 0.02% | 671 |
|
|
2021
Q4 | $6.31M | Buy |
39,435
+8,153
| +26% | +$1.31M | ﹤0.01% | 1103 |
|
|
2021
Q3 | $4.9M | Sell |
31,282
-33,049
| -51% | -$5.18M | ﹤0.01% | 1270 |
|
|
2021
Q2 | $8.68M | Buy |
64,331
+29,067
| +82% | +$3.92M | ﹤0.01% | 974 |
|
|
2021
Q1 | $5.01M | Sell |
35,264
-3,308
| -9% | -$470K | ﹤0.01% | 1187 |
|
|
2020
Q4 | $4.02M | Buy |
38,572
+23,253
| +152% | +$2.42M | ﹤0.01% | 1124 |
|
|
2020
Q3 | $1.18M | Sell |
15,319
-13,729
| -47% | -$1.05M | ﹤0.01% | 1825 |
|
|
2020
Q2 | $2.28M | Sell |
29,048
-513,068
| -95% | -$40.2M | ﹤0.01% | 1390 |
|
|
2020
Q1 | $29.5M | Buy |
542,116
+482,938
| +816% | +$26.3M | 0.02% | 302 |
|
|
2019
Q4 | $5.46M | Sell |
59,178
-70,500
| -54% | -$6.5M | ﹤0.01% | 1166 |
|
|
2019
Q3 | $10.6M | Sell |
129,678
-149,762
| -54% | -$12.3M | 0.01% | 750 |
|
|
2019
Q2 | $22.8M | Buy |
279,440
+164,446
| +143% | +$13.4M | 0.01% | 553 |
|
|
2019
Q1 | $8.01M | Buy |
114,994
+95,168
| +480% | +$6.63M | 0.01% | 825 |
|
|
2018
Q4 | $1.21M | Sell |
19,826
-22,869
| -54% | -$1.4M | ﹤0.01% | 1695 |
|
|
2018
Q3 | $2.76M | Sell |
42,695
-165,319
| -79% | -$10.7M | ﹤0.01% | 1521 |
|
|
2018
Q2 | $13.6M | Buy |
208,014
+164,161
| +374% | +$10.8M | 0.01% | 627 |
|
|
2018
Q1 | $2.68M | Buy |
43,853
+30,233
| +222% | +$1.85M | ﹤0.01% | 1217 |
|
|
2017
Q4 | $778K | Buy |
13,620
+7,662
| +129% | +$438K | ﹤0.01% | 1788 |
|
|
2017
Q3 | $308K | Sell |
5,958
-8,447
| -59% | -$437K | ﹤0.01% | 2172 |
|
|
2017
Q2 | $612K | Sell |
14,405
-2,941
| -17% | -$125K | ﹤0.01% | 1813 |
|
|
2017
Q1 | $690K | Sell |
17,346
-14,239
| -45% | -$566K | ﹤0.01% | 1781 |
|
|
2016
Q4 | $1.11M | Buy |
31,585
+29,199
| +1,224% | +$1.03M | ﹤0.01% | 1433 |
|
|
2016
Q3 | $72K | Sell |
2,386
-9,946
| -81% | -$300K | ﹤0.01% | 2573 |
|
|
2016
Q2 | $278K | Buy |
12,332
+11,741
| +1,987% | +$265K | ﹤0.01% | 1993 |
|
|
2016
Q1 | $14K | Sell |
591
-94,239
| -99% | -$2.23M | ﹤0.01% | 2861 |
|
|
2015
Q4 | $3.98M | Buy |
94,830
+93,511
| +7,090% | +$3.93M | ﹤0.01% | 785 |
|
|
2015
Q3 | $51K | Buy |
1,319
+10
| +0.8% | +$387 | ﹤0.01% | 2591 |
|
|
2015
Q2 | $60K | Sell |
1,309
-38,691
| -97% | -$1.77M | ﹤0.01% | 2553 |
|
|
2015
Q1 | $1.72M | Buy |
40,000
+39,999
| +3,999,900% | +$1.72M | ﹤0.01% | 1337 |
|
|
2014
Q4 | $0 | Sell |
1
-54,021
| -100% | – | ﹤0.01% | 4237 |
|
|
2014
Q3 | $2.49M | Buy |
54,022
+44,288
| +455% | +$2.04M | ﹤0.01% | 1293 |
|
|
2014
Q2 | $476K | Buy |
9,734
+7,817
| +408% | +$382K | ﹤0.01% | 2022 |
|
|
2014
Q1 | $100K | Sell |
1,917
-543
| -22% | -$28.3K | ﹤0.01% | 2788 |
|
|
2013
Q4 | $116K | Buy |
2,460
+188
| +8% | +$8.87K | ﹤0.01% | 2953 |
|
|
2013
Q3 | $87K | Sell |
2,272
-73,012
| -97% | -$2.8M | ﹤0.01% | 3006 |
|
|
2013
Q2 | $2.84M | Buy |
+75,284
| New | +$2.84M | ﹤0.01% | 1108 |
|