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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.5K | Hold |
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|
2025
Q1 | $1.31K | Hold |
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|
2024
Q4 | $1.32K | Buy |
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|
2024
Q3 | $472 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $45K | Sell |
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|
2023
Q1 | $594K | Sell |
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|
2022
Q4 | $839K | Sell |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $3.04M | Buy |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.54M | Sell |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $2.18M | Sell |
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|
2019
Q3 | $2.23M | Buy |
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|
2019
Q2 | $2.22M | Sell |
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|
2019
Q1 | $1.96M | Buy |
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|
2018
Q4 | $842K | Buy |
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|
2018
Q3 | $865K | Buy |
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|
2018
Q2 | $854K | Sell |
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|
2018
Q1 | $806K | Sell |
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|
2017
Q4 | $757K | Buy |
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|
2017
Q3 | $674K | Buy |
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|
2017
Q2 | $401K | Buy |
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|
2017
Q1 | $371K | Sell |
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|
2016
Q4 | $332K | Sell |
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|
2016
Q3 | $285K | Buy |
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|
2016
Q2 | $205K | Buy |
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|
2016
Q1 | $211K | Buy |
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|
2015
Q4 | $343K | Buy |
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|
2015
Q3 | $305K | Buy |
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|
2015
Q2 | $348K | Buy |
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|
2015
Q1 | $314K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $326K | Sell |
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|
2014
Q2 | $356K | Buy |
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|
2014
Q1 | $376K | Buy |
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|
2013
Q4 | $334K | Sell |
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|
2013
Q3 | $289K | Buy |
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