Bridgewater Associates’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 | $69.4M | Buy |
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|
2025
Q2 | $72.2M | Sell |
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|
2025
Q1 | $72.9M | Buy |
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|
2024
Q4 | $21.2M | Buy |
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|
2024
Q3 | $8.34M | Buy |
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $9.74M | Buy |
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|
2023
Q3 | $7.77M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.33M | Buy |
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|
2022
Q3 | $4.14M | Buy |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $2.45M | Sell |
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|
2021
Q3 | $5.11M | Buy |
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|
2021
Q2 | $3.44M | Buy |
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|
2021
Q1 | $3.45M | Buy |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.55M | Buy |
|