Cerity Partners
LPLA icon

Cerity Partners’s LPL Financial LPLA Stock Holding History

Cerity Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.03M Buy
6,735
+42
+0.6% +$14.1K ﹤0.01% 1484
2025
Q4 		$2.39M Sell
6,693
-740
-10% -$262K ﹤0.01% 1298
2025
Q3 		$2.47M Sell
7,433
-2,578
-26% -$934K ﹤0.01% 1191
2025
Q2 		$3.75M Sell
10,011
-2,121
-17% -$743K 0.01% 938
2025
Q1 		$3.97M Buy
12,132
+284
+2% +$98.9K 0.01% 822
2024
Q4 		$3.13M Buy
11,848
+802
+7% +$237K 0.01% 913
2024
Q3 		$2.57M Buy
11,046
+6,865
+164% +$1.55M 0.01% 977
2024
Q2 		$1.17M Sell
4,181
-9,128
-69% -$2.48M ﹤0.01% 1153
2024
Q1 		$3.52M Buy
13,309
+8,357
+169% +$2.11M 0.01% 765
2023
Q4 		$1.13M Buy
+4,952
New +$1.11M ﹤0.01% 942
2023
Q3 		– Sell
-5,156
Closed -$1.12M – 1579
2023
Q2 		$1.12M Buy
5,156
+1,336
+35% +$268K ﹤0.01% 895
2023
Q1 		$772K Buy
3,820
+925
+32% +$211K ﹤0.01% 1091
2022
Q4 		$626K Sell
2,895
-2,033
-41% -$475K ﹤0.01% 845
2022
Q3 		$1.08M Sell
4,928
-566
-10% -$120K 0.01% 498
2022
Q2 		$1.01M Buy
5,494
+266
+5% +$50.5K 0.01% 549
2022
Q1 		$955K Buy
+5,228
New +$910K 0.01% 455
2021
Q1 		– Sell
-2,602
Closed -$270K – 727
2020
Q4 		$270K Buy
+2,602
New +$234K 0.01% 546

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