Canada Life’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 | $17.7M | Sell |
47,053
-692
| -1% | -$260K | 0.03% | 445 |
|
|
2025
Q1 | $15.7M | Buy |
47,745
+937
| +2% | +$307K | 0.03% | 462 |
|
|
2024
Q4 | $15.3M | Sell |
46,808
-773
| -2% | -$252K | 0.03% | 470 |
|
|
2024
Q3 | $11.1M | Buy |
47,581
+1,627
| +4% | +$379K | 0.02% | 554 |
|
|
2024
Q2 | $12.8M | Buy |
45,954
+3,725
| +9% | +$1.04M | 0.02% | 504 |
|
|
2024
Q1 | $11.2M | Sell |
42,229
-1,983
| -4% | -$524K | 0.02% | 531 |
|
|
2023
Q4 | $10M | Sell |
44,212
-4,262
| -9% | -$966K | 0.02% | 533 |
|
|
2023
Q3 | $11.5M | Sell |
48,474
-1,710
| -3% | -$406K | 0.03% | 494 |
|
|
2023
Q2 | $11M | Sell |
50,184
-4,689
| -9% | -$1.02M | 0.03% | 490 |
|
|
2023
Q1 | $11.1M | Sell |
54,873
-1,709
| -3% | -$346K | 0.03% | 498 |
|
|
2022
Q4 | $12.3M | Buy |
56,582
+18,327
| +48% | +$3.98M | 0.03% | 477 |
|
|
2022
Q3 | $8.34M | Buy |
38,255
+17,879
| +88% | +$3.9M | 0.02% | 555 |
|
|
2022
Q2 | $3.76M | Buy |
20,376
+13,713
| +206% | +$2.53M | 0.01% | 816 |
|
|
2022
Q1 | $1.29M | Buy |
6,663
+704
| +12% | +$136K | ﹤0.01% | 1434 |
|
|
2021
Q4 | $951K | Sell |
5,959
-281
| -5% | -$44.8K | ﹤0.01% | 1536 |
|
|
2021
Q3 | $984K | Sell |
6,240
-104
| -2% | -$16.4K | ﹤0.01% | 1523 |
|
|
2021
Q2 | $856K | Sell |
6,344
-299
| -5% | -$40.3K | ﹤0.01% | 1588 |
|
|
2021
Q1 | $938K | Sell |
6,643
-70,963
| -91% | -$10M | ﹤0.01% | 1547 |
|
|
2020
Q4 | $8.1M | Buy |
77,606
+18,465
| +31% | +$1.93M | 0.02% | 673 |
|
|
2020
Q3 | $4.54M | Sell |
59,141
-978
| -2% | -$75.1K | 0.01% | 748 |
|
|
2020
Q2 | $4.71M | Sell |
60,119
-8,239
| -12% | -$645K | 0.01% | 710 |
|
|
2020
Q1 | $3.73M | Sell |
68,358
-55,726
| -45% | -$3.04M | 0.01% | 718 |
|
|
2019
Q4 | $11.3M | Buy |
124,084
+45,885
| +59% | +$4.2M | 0.02% | 528 |
|
|
2019
Q3 | $6.42M | Buy |
78,199
+67,389
| +623% | +$5.54M | 0.02% | 623 |
|
|
2019
Q2 | $881K | Sell |
10,810
-1,092
| -9% | -$89K | ﹤0.01% | 1597 |
|
|
2019
Q1 | $827K | Buy |
11,902
+895
| +8% | +$62.2K | ﹤0.01% | 1466 |
|
|
2018
Q4 | $648K | Buy |
11,007
+1,140
| +12% | +$67.1K | ﹤0.01% | 1579 |
|
|
2018
Q3 | $637K | Buy |
9,867
+14
| +0.1% | +$904 | ﹤0.01% | 1676 |
|
|
2018
Q2 | $646K | Buy |
9,853
+1,065
| +12% | +$69.8K | ﹤0.01% | 1674 |
|
|
2018
Q1 | $538K | Sell |
8,788
-1,697
| -16% | -$104K | ﹤0.01% | 1715 |
|
|
2017
Q4 | $598K | Hold |
10,485
| – | – | ﹤0.01% | 1684 |
|
|
2017
Q3 | $539K | Hold |
10,485
| – | – | ﹤0.01% | 1700 |
|
|
2017
Q2 | $444K | Buy |
10,485
+3,086
| +42% | +$131K | ﹤0.01% | 1735 |
|
|
2017
Q1 | $294K | Hold |
7,399
| – | – | ﹤0.01% | 1826 |
|
|
2016
Q4 | $262K | Sell |
7,399
-2,200
| -23% | -$77.9K | ﹤0.01% | 1838 |
|
|
2016
Q3 | $286K | Hold |
9,599
| – | – | ﹤0.01% | 1820 |
|
|
2016
Q2 | $216K | Hold |
9,599
| – | – | ﹤0.01% | 1866 |
|
|
2016
Q1 | $238K | Hold |
9,599
| – | – | ﹤0.01% | 1205 |
|
|
2015
Q4 | $410K | Hold |
9,599
| – | – | ﹤0.01% | 968 |
|
|
2015
Q3 | $383K | Buy |
9,599
+2,400
| +33% | +$95.8K | ﹤0.01% | 957 |
|
|
2015
Q2 | $334K | Hold |
7,199
| – | – | ﹤0.01% | 1121 |
|
|
2015
Q1 | $315K | Hold |
7,199
| – | – | ﹤0.01% | 1111 |
|
|
2014
Q4 | $320K | Buy |
7,199
+2,266
| +46% | +$101K | ﹤0.01% | 1082 |
|
|
2014
Q3 | $228K | Hold |
4,933
| – | – | ﹤0.01% | 1174 |
|
|
2014
Q2 | $244K | Sell |
4,933
-1,216
| -20% | -$60.1K | ﹤0.01% | 1049 |
|
|
2014
Q1 | $321K | Hold |
6,149
| – | – | ﹤0.01% | 961 |
|
|
2013
Q4 | $291K | Buy |
+6,149
| New | +$291K | ﹤0.01% | 967 |
|