Ceredex Value Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Sell |
71,550
-22,325
| -24% | -$8.37M | 0.58% | 78 |
|
|
2025
Q1 | $30.7M | Buy |
+93,875
| New | +$30.7M | 0.67% | 59 |
|
|
2024
Q3 | – | Sell |
-150
| Closed | -$41.9K | – | 169 |
|
|
2024
Q2 | $41.9K | Sell |
150
-50
| -25% | -$14K | ﹤0.01% | 156 |
|
|
2024
Q1 | $52.8K | Hold |
200
| – | – | ﹤0.01% | 159 |
|
|
2023
Q4 | $45.5K | Hold |
200
| – | – | ﹤0.01% | 150 |
|
|
2023
Q3 | $47.5K | Buy |
200
+25
| +14% | +$5.94K | ﹤0.01% | 148 |
|
|
2023
Q2 | $38.1K | Buy |
+175
| New | +$38.1K | ﹤0.01% | 153 |
|