Capital Research Global Investors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,577,102
| Closed | -$440M | – | 435 |
|
|
2024
Q2 | $440M | Sell |
1,577,102
-20,034
| -1% | -$5.6M | 0.1% | 150 |
|
|
2024
Q1 | $422M | Sell |
1,597,136
-611,052
| -28% | -$161M | 0.1% | 158 |
|
|
2023
Q4 | $503M | Sell |
2,208,188
-125,888
| -5% | -$28.7M | 0.12% | 154 |
|
|
2023
Q3 | $555M | Buy |
2,334,076
+136,231
| +6% | +$32.4M | 0.15% | 132 |
|
|
2023
Q2 | $478M | Buy |
2,197,845
+1,188,739
| +118% | +$258M | 0.13% | 148 |
|
|
2023
Q1 | $204M | Sell |
1,009,106
-758,650
| -43% | -$154M | 0.06% | 223 |
|
|
2022
Q4 | $382M | Sell |
1,767,756
-996,795
| -36% | -$215M | 0.12% | 154 |
|
|
2022
Q3 | $604M | Buy |
2,764,551
+777,500
| +39% | +$170M | 0.2% | 110 |
|
|
2022
Q2 | $367M | Buy |
1,987,051
+1,345,584
| +210% | +$248M | 0.11% | 162 |
|
|
2022
Q1 | $117M | Buy |
+641,467
| New | +$117M | 0.03% | 294 |
|