Cerity Partners’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 | $2.47M | Sell |
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|
2025
Q2 | $3.75M | Sell |
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|
2025
Q1 | $3.97M | Buy |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $3.52M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $772K | Buy |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $955K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $270K | Buy |
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