Cerity Partners’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 | $3.75M | Sell |
10,011
-2,121
| -17% | -$795K | 0.01% | 937 |
|
|
2025
Q1 | $3.97M | Buy |
12,132
+284
| +2% | +$92.9K | 0.01% | 817 |
|
|
2024
Q4 | $3.13M | Buy |
11,848
+802
| +7% | +$212K | 0.01% | 913 |
|
|
2024
Q3 | $2.57M | Buy |
11,046
+6,865
| +164% | +$1.6M | 0.01% | 977 |
|
|
2024
Q2 | $1.17M | Sell |
4,181
-9,128
| -69% | -$2.55M | ﹤0.01% | 1151 |
|
|
2024
Q1 | $3.52M | Buy |
13,309
+8,357
| +169% | +$2.21M | 0.01% | 765 |
|
|
2023
Q4 | $1.13M | Buy |
+4,952
| New | +$1.13M | ﹤0.01% | 937 |
|
|
2023
Q3 | – | Sell |
-5,156
| Closed | -$1.12M | – | 1576 |
|
|
2023
Q2 | $1.12M | Buy |
5,156
+1,336
| +35% | +$291K | ﹤0.01% | 894 |
|
|
2023
Q1 | $772K | Buy |
3,820
+925
| +32% | +$187K | ﹤0.01% | 1089 |
|
|
2022
Q4 | $626K | Sell |
2,895
-2,033
| -41% | -$439K | ﹤0.01% | 844 |
|
|
2022
Q3 | $1.08M | Sell |
4,928
-566
| -10% | -$124K | 0.01% | 498 |
|
|
2022
Q2 | $1.01M | Buy |
5,494
+266
| +5% | +$49K | 0.01% | 548 |
|
|
2022
Q1 | $955K | Buy |
+5,228
| New | +$955K | 0.01% | 455 |
|
|
2021
Q1 | – | Sell |
-2,602
| Closed | -$270K | – | 727 |
|
|
2020
Q4 | $270K | Buy |
+2,602
| New | +$270K | 0.01% | 546 |
|