Boston Trust Walden’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 | $226K | Hold |
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|
2025
Q2 | $255K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $9.27M | Sell |
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|
2015
Q3 | $14.9M | Sell |
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|
2015
Q2 | $18.5M | Buy |
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|
2015
Q1 | $6.76M | Buy |
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|
2014
Q4 | $6.85M | Buy |
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|
2014
Q3 | $2.35M | Sell |
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|
2014
Q2 | $2.57M | Sell |
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|
2014
Q1 | $2.72M | Sell |
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|
2013
Q4 | $2.48M | Buy |
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