Bessemer Group’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 | $1.25M | Buy |
3,331
+712
| +27% | +$267K | ﹤0.01% | 578 |
|
|
2025
Q1 | $856K | Buy |
2,619
+733
| +39% | +$240K | ﹤0.01% | 751 |
|
|
2024
Q4 | $615K | Buy |
1,886
+284
| +18% | +$92.6K | ﹤0.01% | 851 |
|
|
2024
Q3 | $372K | Buy |
1,602
+3
| +0.2% | +$697 | ﹤0.01% | 970 |
|
|
2024
Q2 | $446K | Hold |
1,599
| – | – | ﹤0.01% | 823 |
|
|
2024
Q1 | $423K | Sell |
1,599
-376
| -19% | -$99.5K | ﹤0.01% | 848 |
|
|
2023
Q4 | $449K | Sell |
1,975
-1,031
| -34% | -$234K | ﹤0.01% | 854 |
|
|
2023
Q3 | $714K | Sell |
3,006
-47
| -2% | -$11.2K | ﹤0.01% | 706 |
|
|
2023
Q2 | $664K | Sell |
3,053
-162
| -5% | -$35.2K | ﹤0.01% | 730 |
|
|
2023
Q1 | $651K | Buy |
3,215
+632
| +24% | +$128K | ﹤0.01% | 681 |
|
|
2022
Q4 | $558K | Sell |
2,583
-27
| -1% | -$5.83K | ﹤0.01% | 696 |
|
|
2022
Q3 | $570K | Buy |
2,610
+473
| +22% | +$103K | ﹤0.01% | 687 |
|
|
2022
Q2 | $395K | Buy |
2,137
+1,564
| +273% | +$289K | ﹤0.01% | 758 |
|
|
2022
Q1 | $105K | Hold |
573
| – | – | ﹤0.01% | 960 |
|
|
2021
Q4 | $92K | Buy |
573
+385
| +205% | +$61.8K | ﹤0.01% | 1013 |
|
|
2021
Q3 | $29K | Sell |
188
-3,427
| -95% | -$529K | ﹤0.01% | 1158 |
|
|
2021
Q2 | $488K | Hold |
3,615
| – | – | ﹤0.01% | 583 |
|
|
2021
Q1 | $514K | Hold |
3,615
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $377K | Hold |
3,615
| – | – | ﹤0.01% | 592 |
|
|
2020
Q3 | $277K | Sell |
3,615
-13,087
| -78% | -$1M | ﹤0.01% | 653 |
|
|
2020
Q2 | $1.31M | Buy |
+16,702
| New | +$1.31M | ﹤0.01% | 634 |
|
|
2019
Q1 | – | Sell |
-70
| Closed | -$4K | – | 1883 |
|
|
2018
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 1822 |
|
|
2018
Q3 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 1688 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$2K | – | 1846 |
|
|
2016
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1853 |
|