Brown Brothers Harriman & Co’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 | $63.3M | Buy |
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|
2025
Q2 | $69.3M | Buy |
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|
2025
Q1 | $57.4M | Buy |
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|
2024
Q4 | $56.1M | Buy |
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|
2024
Q3 | $35.4M | Buy |
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|
2024
Q2 | $26.8M | Buy |
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|
2024
Q1 | $21.4M | Buy |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $6.79M | Buy |
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|
2023
Q1 | $3.91M | Buy |
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|
2022
Q4 | $941K | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $800 | Sell |
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|
2021
Q3 | $801 | Sell |
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|
2021
Q2 | $699 | Sell |
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|
2021
Q1 | $794 | Buy |
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|
2020
Q4 | $573K | Hold |
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|
2020
Q3 | $422K | Hold |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $185K | Buy |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Sell |
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|
2019
Q1 | $313K | Sell |
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|
2018
Q4 | $305K | Hold |
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|
2018
Q3 | $323K | Hold |
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|
2018
Q2 | $328K | Sell |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $440K | Sell |
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|
2017
Q3 | $433K | Sell |
|
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|
2017
Q2 | $7.09M | Sell |
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|
2017
Q1 | $18.3M | Sell |
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|
2016
Q4 | $16.5M | Sell |
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|
2016
Q3 | $87.2M | Sell |
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|
2016
Q2 | $68M | Sell |
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|
2016
Q1 | $78.1M | Buy |
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|
2015
Q4 | $134M | Buy |
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|
2015
Q3 | $112M | Buy |
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|
2015
Q2 | $117M | Buy |
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|
2015
Q1 | $102M | Buy |
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|
2014
Q4 | $103M | Buy |
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|
2014
Q3 | $101M | Hold |
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|
2014
Q2 | $109M | Buy |
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|
2014
Q1 | $105M | Hold |
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|
2013
Q4 | $94.1M | Buy |
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|
2013
Q3 | $71.4M | Buy |
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