Boston Partners’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38B | Buy |
3,679,484
+165,201
| +5% | +$61.9M | 1.53% | 2 |
|
|
2025
Q1 | $1.15B | Sell |
3,514,283
-391,258
| -10% | -$128M | 1.39% | 5 |
|
|
2024
Q4 | $1.28B | Buy |
3,905,541
+805,637
| +26% | +$264M | 1.56% | 2 |
|
|
2024
Q3 | $723M | Buy |
3,099,904
+1,212,715
| +64% | +$283M | 0.85% | 18 |
|
|
2024
Q2 | $527M | Buy |
1,887,189
+121,959
| +7% | +$34M | 0.65% | 43 |
|
|
2024
Q1 | $466M | Buy |
1,765,230
+738,509
| +72% | +$195M | 0.56% | 60 |
|
|
2023
Q4 | $234M | Buy |
1,026,721
+181,594
| +21% | +$41.3M | 0.31% | 118 |
|
|
2023
Q3 | $201M | Sell |
845,127
-2,333
| -0.3% | -$554K | 0.28% | 126 |
|
|
2023
Q2 | $184M | Buy |
847,460
+785,347
| +1,264% | +$171M | 0.25% | 132 |
|
|
2023
Q1 | $12.6M | Sell |
62,113
-4,631
| -7% | -$937K | 0.02% | 341 |
|
|
2022
Q4 | $14.4M | Buy |
66,744
+5
| +0% | +$1.08K | 0.02% | 326 |
|
|
2022
Q3 | $14.9M | Sell |
66,739
-39,341
| -37% | -$8.75M | 0.02% | 318 |
|
|
2022
Q2 | $19.6M | Sell |
106,080
-21,053
| -17% | -$3.89M | 0.03% | 315 |
|
|
2022
Q1 | $23.2M | Sell |
127,133
-26,610
| -17% | -$4.86M | 0.03% | 307 |
|
|
2021
Q4 | $24.6M | Sell |
153,743
-2,933
| -2% | -$470K | 0.03% | 307 |
|
|
2021
Q3 | $24.6M | Sell |
156,676
-3,825
| -2% | -$600K | 0.03% | 310 |
|
|
2021
Q2 | $21.7M | Sell |
160,501
-6,628
| -4% | -$895K | 0.03% | 314 |
|
|
2021
Q1 | $23.8M | Sell |
167,129
-5,310
| -3% | -$755K | 0.03% | 318 |
|
|
2020
Q4 | $18M | Sell |
172,439
-5,602
| -3% | -$584K | 0.03% | 311 |
|
|
2020
Q3 | $13.7M | Buy |
178,041
+7,889
| +5% | +$605K | 0.02% | 316 |
|
|
2020
Q2 | $13.3M | Buy |
170,152
+38,484
| +29% | +$3.02M | 0.02% | 314 |
|
|
2020
Q1 | $7.17M | Sell |
131,668
-410
| -0.3% | -$22.3K | 0.01% | 352 |
|
|
2019
Q4 | $12.2M | Buy |
132,078
+42,154
| +47% | +$3.89M | 0.02% | 338 |
|
|
2019
Q3 | $7.37M | Sell |
89,924
-1,505
| -2% | -$123K | 0.01% | 365 |
|
|
2019
Q2 | $7.46M | Sell |
91,429
-1,766
| -2% | -$144K | 0.01% | 390 |
|
|
2019
Q1 | $6.49M | Buy |
93,195
+11,338
| +14% | +$790K | 0.01% | 407 |
|
|
2018
Q4 | $5M | Buy |
+81,857
| New | +$5M | 0.01% | 413 |
|