BOK Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-38
| Closed | -$13.6K | – | 1085 |
|
|
2025
Q4 | $13.6K | Buy |
+38
| New | +$13.4K | ﹤0.01% | 965 |
|
|
2025
Q3 | – | Sell |
-4
| Closed | -$1.5K | – | 1159 |
|
|
2025
Q2 | $1.5K | Hold |
4
| – | – | ﹤0.01% | 1059 |
|
|
2025
Q1 | $1.31K | Hold |
4
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q4 | $1.32K | Buy |
4
+2
| +100% | +$591 | ﹤0.01% | 1175 |
|
|
2024
Q3 | $472 | Buy |
+2
| New | +$451 | ﹤0.01% | 1219 |
|
|
2023
Q3 | – | Sell |
-207
| Closed | -$45K | – | 1237 |
|
|
2023
Q2 | $45K | Sell |
207
-2,729
| -93% | -$546K | ﹤0.01% | 805 |
|
|
2023
Q1 | $594K | Sell |
2,936
-947
| -24% | -$216K | 0.01% | 543 |
|
|
2022
Q4 | $839K | Sell |
3,883
-8,614
| -69% | -$2.01M | 0.02% | 564 |
|
|
2022
Q3 | $2.73M | Buy |
12,497
+1,643
| +15% | +$349K | 0.06% | 303 |
|
|
2022
Q2 | $2M | Sell |
10,854
-113
| -1% | -$21.5K | 0.04% | 371 |
|
|
2022
Q1 | $2M | Buy |
10,967
+641
| +6% | +$112K | 0.03% | 410 |
|
|
2021
Q4 | $1.65M | Sell |
10,326
-9,079
| -47% | -$1.5M | 0.03% | 457 |
|
|
2021
Q3 | $3.04M | Buy |
+19,405
| New | +$2.79M | 0.05% | 316 |
|
|
2021
Q1 | $2.63M | Buy |
18,469
+3,918
| +27% | +$500K | 0.05% | 332 |
|
|
2020
Q4 | $1.52M | Sell |
14,551
-5,574
| -28% | -$501K | 0.03% | 423 |
|
|
2020
Q3 | $1.54M | Sell |
20,125
-2,503
| -11% | -$199K | 0.03% | 376 |
|
|
2020
Q2 | $1.77M | Buy |
22,628
+751
| +3% | +$50.2K | 0.04% | 348 |
|
|
2020
Q1 | $1.19M | Sell |
21,877
-1,735
| -7% | -$140K | 0.03% | 387 |
|
|
2019
Q4 | $2.18M | Sell |
23,612
-3,637
| -13% | -$312K | 0.05% | 337 |
|
|
2019
Q3 | $2.23M | Buy |
27,249
+52
| +0.2% | +$4.16K | 0.05% | 330 |
|
|
2019
Q2 | $2.22M | Sell |
27,197
-981
| -3% | -$77.6K | 0.05% | 322 |
|
|
2019
Q1 | $1.96M | Buy |
28,178
+14,379
| +104% | +$1.04M | 0.05% | 354 |
|
|
2018
Q4 | $842K | Buy |
13,799
+394
| +3% | +$24K | 0.02% | 497 |
|
|
2018
Q3 | $865K | Buy |
13,405
+382
| +3% | +$25.3K | 0.02% | 528 |
|
|
2018
Q2 | $854K | Sell |
13,023
-168
| -1% | -$11K | 0.02% | 522 |
|
|
2018
Q1 | $806K | Sell |
13,191
-71
| -0.5% | -$4.4K | 0.02% | 516 |
|
|
2017
Q4 | $757K | Buy |
13,262
+194
| +1% | +$10.2K | 0.02% | 553 |
|
|
2017
Q3 | $674K | Buy |
13,068
+3,622
| +38% | +$167K | 0.02% | 581 |
|
|
2017
Q2 | $401K | Buy |
9,446
+132
| +1% | +$5.36K | 0.01% | 678 |
|
|
2017
Q1 | $371K | Sell |
9,314
-121
| -1% | -$4.76K | 0.01% | 719 |
|
|
2016
Q4 | $332K | Sell |
9,435
-87
| -0.9% | -$3.04K | 0.01% | 738 |
|
|
2016
Q3 | $285K | Buy |
9,522
+395
| +4% | +$10.7K | 0.01% | 764 |
|
|
2016
Q2 | $205K | Buy |
9,127
+619
| +7% | +$15.5K | 0.01% | 794 |
|
|
2016
Q1 | $211K | Buy |
8,508
+467
| +6% | +$12.6K | 0.01% | 767 |
|
|
2015
Q4 | $343K | Buy |
8,041
+371
| +5% | +$15.8K | 0.01% | 660 |
|
|
2015
Q3 | $305K | Buy |
7,670
+190
| +3% | +$8.17K | 0.01% | 675 |
|
|
2015
Q2 | $348K | Buy |
7,480
+319
| +4% | +$13.8K | 0.01% | 656 |
|
|
2015
Q1 | $314K | Buy |
+7,161
| New | +$316K | 0.01% | 663 |
|
|
2014
Q4 | – | Sell |
-7,068
| Closed | -$326K | – | 749 |
|
|
2014
Q3 | $326K | Sell |
7,068
-85
| -1% | -$4.1K | 0.01% | 681 |
|
|
2014
Q2 | $356K | Buy |
7,153
+7
| +0.1% | +$339 | 0.01% | 718 |
|
|
2014
Q1 | $376K | Buy |
7,146
+43
| +0.6% | +$2.27K | 0.01% | 697 |
|
|
2013
Q4 | $334K | Sell |
7,103
-459
| -6% | -$19.3K | 0.01% | 724 |
|
|
2013
Q3 | $289K | Buy |
+7,562
| New | +$289K | 0.01% | 708 |
|
Other funds holding LPLA
VPM
VCM
SC
