Blueshift Asset Management’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 | – | Sell |
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|
2025
Q2 | $451K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $227K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $691K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $340K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $285K | Sell |
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|
2019
Q1 | $478K | Buy |
|