Capital World Investors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Buy |
16,367
+10,932
| +201% | +$4.1M | ﹤0.01% | 512 |
|
|
2025
Q1 | $1.78M | Sell |
5,435
-13,819
| -72% | -$4.52M | ﹤0.01% | 517 |
|
|
2024
Q4 | $6.29M | Buy |
19,254
+1,447
| +8% | +$472K | ﹤0.01% | 492 |
|
|
2024
Q3 | $4.14M | Hold |
17,807
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $4.97M | Buy |
+17,807
| New | +$4.97M | ﹤0.01% | 476 |
|
|
2023
Q1 | – | Sell |
-504,494
| Closed | -$109M | – | 536 |
|
|
2022
Q4 | $109M | Hold |
504,494
| – | – | 0.02% | 329 |
|
|
2022
Q3 | $110M | Buy |
+504,494
| New | +$110M | 0.02% | 320 |
|