Bessemer Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Buy |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $856K | Buy |
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|
2024
Q4 | $615K | Buy |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $664K | Sell |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $570K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $92K | Buy |
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|
2021
Q3 | $29K | Sell |
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|
2021
Q2 | $488K | Hold |
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|
2021
Q1 | $514K | Hold |
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|
2020
Q4 | $377K | Hold |
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|
2020
Q3 | $277K | Sell |
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|
2020
Q2 | $1.31M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $5K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Buy |
|