BlackRock’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 | $1.81B | Buy |
4,832,797
+82,718
| +2% | +$31M | 0.03% | 426 |
|
2025
Q1 | $1.55B | Sell |
4,750,079
-16,466
| -0.3% | -$5.39M | 0.03% | 458 |
|
2024
Q4 | $1.56B | Buy |
4,766,545
+12,141
| +0.3% | +$3.96M | 0.03% | 462 |
|
2024
Q3 | $1.11B | Sell |
4,754,404
-548,355
| -10% | -$128M | 0.02% | 586 |
|
2024
Q2 | $1.48B | Sell |
5,302,759
-774,552
| -13% | -$216M | 0.03% | 446 |
|
2024
Q1 | $1.61B | Buy |
6,077,311
+115,852
| +2% | +$30.6M | 0.04% | 424 |
|
2023
Q4 | $1.36B | Sell |
5,961,459
-382,802
| -6% | -$87.1M | 0.03% | 455 |
|
2023
Q3 | $1.51B | Buy |
6,344,261
+66,418
| +1% | +$15.8M | 0.04% | 394 |
|
2023
Q2 | $1.36B | Sell |
6,277,843
-264,913
| -4% | -$57.6M | 0.04% | 434 |
|
2023
Q1 | $1.32B | Buy |
6,542,756
+250,448
| +4% | +$50.7M | 0.04% | 431 |
|
2022
Q4 | $1.36B | Buy |
6,292,308
+1,456,028
| +30% | +$315M | 0.04% | 409 |
|
2022
Q3 | $1.06B | Buy |
4,836,280
+338,360
| +8% | +$73.9M | 0.04% | 463 |
|
2022
Q2 | $830M | Buy |
4,497,920
+948,626
| +27% | +$175M | 0.03% | 578 |
|
2022
Q1 | $648M | Sell |
3,549,294
-143,538
| -4% | -$26.2M | 0.02% | 792 |
|
2021
Q4 | $591M | Buy |
3,692,832
+69,639
| +2% | +$11.1M | 0.02% | 901 |
|
2021
Q3 | $568M | Sell |
3,623,193
-140,679
| -4% | -$22.1M | 0.02% | 879 |
|
2021
Q2 | $508M | Buy |
3,763,872
+158,493
| +4% | +$21.4M | 0.01% | 988 |
|
2021
Q1 | $513M | Buy |
3,605,379
+247,187
| +7% | +$35.1M | 0.02% | 970 |
|
2020
Q4 | $350M | Buy |
3,358,192
+35,950
| +1% | +$3.75M | 0.01% | 1166 |
|
2020
Q3 | $255M | Sell |
3,322,242
-318,051
| -9% | -$24.4M | 0.01% | 1190 |
|
2020
Q2 | $285M | Sell |
3,640,293
-321,178
| -8% | -$25.2M | 0.01% | 1085 |
|
2020
Q1 | $216M | Buy |
3,961,471
+24,160
| +0.6% | +$1.32M | 0.01% | 1099 |
|
2019
Q4 | $363M | Sell |
3,937,311
-88,285
| -2% | -$8.14M | 0.01% | 1047 |
|
2019
Q3 | $330M | Sell |
4,025,596
-118,851
| -3% | -$9.73M | 0.01% | 1046 |
|
2019
Q2 | $338M | Buy |
4,144,447
+120,006
| +3% | +$9.79M | 0.01% | 1038 |
|
2019
Q1 | $280M | Sell |
4,024,441
-157,216
| -4% | -$11M | 0.01% | 1158 |
|
2018
Q4 | $255M | Buy |
4,181,657
+39,236
| +0.9% | +$2.4M | 0.01% | 1128 |
|
2018
Q3 | $267M | Buy |
4,142,421
+34,253
| +0.8% | +$2.21M | 0.01% | 1252 |
|
2018
Q2 | $269M | Buy |
4,108,168
+117,989
| +3% | +$7.73M | 0.01% | 1216 |
|
2018
Q1 | $244M | Buy |
3,990,179
+44,761
| +1% | +$2.73M | 0.01% | 1197 |
|
2017
Q4 | $225M | Buy |
3,945,418
+198,189
| +5% | +$11.3M | 0.01% | 1272 |
|
2017
Q3 | $193M | Buy |
3,747,229
+188,614
| +5% | +$9.73M | 0.01% | 1370 |
|
2017
Q2 | $151M | Buy |
3,558,615
+46,013
| +1% | +$1.95M | 0.01% | 1502 |
|
2017
Q1 | $140M | Buy |
3,512,602
+3,483,173
| +11,836% | +$139M | 0.01% | 1544 |
|
2016
Q4 | $1.04M | Sell |
29,429
-3,411
| -10% | -$120K | ﹤0.01% | 1458 |
|
2016
Q3 | $982K | Buy |
32,840
+2,680
| +9% | +$80.1K | ﹤0.01% | 1467 |
|
2016
Q2 | $679K | Buy |
30,160
+19,427
| +181% | +$437K | ﹤0.01% | 1532 |
|
2016
Q1 | $266K | Buy |
10,733
+7,199
| +204% | +$178K | ﹤0.01% | 1633 |
|
2015
Q4 | $151K | Buy |
3,534
+515
| +17% | +$22K | ﹤0.01% | 1674 |
|
2015
Q3 | $120K | Sell |
3,019
-482
| -14% | -$19.2K | ﹤0.01% | 1671 |
|
2015
Q2 | $163K | Sell |
3,501
-27,736
| -89% | -$1.29M | ﹤0.01% | 1674 |
|
2015
Q1 | $1.37M | Sell |
31,237
-2,411
| -7% | -$106K | ﹤0.01% | 1200 |
|
2014
Q4 | $1.5M | Buy |
33,648
+29,235
| +662% | +$1.3M | ﹤0.01% | 1110 |
|
2014
Q3 | $203K | Hold |
4,413
| – | – | ﹤0.01% | 1482 |
|
2014
Q2 | $219K | Sell |
4,413
-4,067
| -48% | -$202K | ﹤0.01% | 1456 |
|
2014
Q1 | $445K | Buy |
8,480
+3,353
| +65% | +$176K | ﹤0.01% | 1336 |
|
2013
Q4 | $241K | Sell |
5,127
-559
| -10% | -$26.3K | ﹤0.01% | 1524 |
|
2013
Q3 | $218K | Sell |
5,686
-2,315
| -29% | -$88.8K | ﹤0.01% | 1460 |
|
2013
Q2 | $303K | Buy |
+8,001
| New | +$303K | ﹤0.01% | 1356 |
|