Boston Trust Walden’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 | $255K | Buy |
+680
| New | +$255K | ﹤0.01% | 357 |
|
|
2016
Q1 | – | Sell |
-217,256
| Closed | -$9.27M | – | 346 |
|
|
2015
Q4 | $9.27M | Sell |
217,256
-156,387
| -42% | -$6.67M | 0.17% | 179 |
|
|
2015
Q3 | $14.9M | Sell |
373,643
-23,986
| -6% | -$954K | 0.25% | 156 |
|
|
2015
Q2 | $18.5M | Buy |
397,629
+243,407
| +158% | +$11.3M | 0.28% | 155 |
|
|
2015
Q1 | $6.76M | Buy |
154,222
+389
| +0.3% | +$17.1K | 0.1% | 201 |
|
|
2014
Q4 | $6.85M | Buy |
153,833
+102,797
| +201% | +$4.58M | 0.1% | 198 |
|
|
2014
Q3 | $2.35M | Sell |
51,036
-727
| -1% | -$33.5K | 0.04% | 234 |
|
|
2014
Q2 | $2.57M | Sell |
51,763
-42
| -0.1% | -$2.09K | 0.04% | 223 |
|
|
2014
Q1 | $2.72M | Sell |
51,805
-862
| -2% | -$45.3K | 0.04% | 212 |
|
|
2013
Q4 | $2.48M | Buy |
+52,667
| New | +$2.48M | 0.04% | 218 |
|