Cetera Investment Advisers’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.87M | Buy |
19,511
+752
| +4% | +$252K | 0.01% | 1404 |
|
|
2025
Q4 | $6.7M | Sell |
18,759
-239
| -1% | -$84.5K | 0.01% | 1271 |
|
|
2025
Q3 | $6.32M | Sell |
18,998
-85
| -0.4% | -$30.8K | 0.01% | 1245 |
|
|
2025
Q2 | $7.16M | Buy |
19,083
+683
| +4% | +$239K | 0.01% | 989 |
|
|
2025
Q1 | $6.02M | Buy |
18,400
+3,747
| +26% | +$1.3M | 0.01% | 1001 |
|
|
2024
Q4 | $4.78M | Buy |
14,653
+201
| +1% | +$59.4K | 0.01% | 1057 |
|
|
2024
Q3 | $3.36M | Buy |
14,452
+13
| +0.1% | +$2.93K | 0.01% | 1244 |
|
|
2024
Q2 | $4.03M | Buy |
14,439
+805
| +6% | +$219K | 0.01% | 1115 |
|
|
2024
Q1 | $3.6M | Buy |
13,634
+9,854
| +261% | +$2.49M | 0.01% | 1166 |
|
|
2023
Q4 | $860K | Sell |
3,780
-1,694
| -31% | -$381K | 0.01% | 1188 |
|
|
2023
Q3 | $1.3M | Buy |
5,474
+105
| +2% | +$24.4K | 0.01% | 937 |
|
|
2023
Q2 | $1.17M | Sell |
5,369
-354
| -6% | -$70.9K | 0.01% | 993 |
|
|
2023
Q1 | $1.16M | Sell |
5,723
-354
| -6% | -$80.9K | 0.01% | 963 |
|
|
2022
Q4 | $1.31M | Buy |
6,077
+756
| +14% | +$177K | 0.01% | 876 |
|
|
2022
Q3 | $1.16M | Buy |
5,321
+1,156
| +28% | +$246K | 0.02% | 655 |
|
|
2022
Q2 | $768K | Buy |
4,165
+2,108
| +102% | +$400K | 0.01% | 895 |
|
|
2022
Q1 | $376K | Sell |
2,057
-94
| -4% | -$16.4K | 0.01% | 1358 |
|
|
2021
Q4 | $344K | Sell |
2,151
-410
| -16% | -$67.7K | ﹤0.01% | 1416 |
|
|
2021
Q3 | $401K | Sell |
2,561
-841
| -25% | -$121K | 0.01% | 1264 |
|
|
2021
Q2 | $459K | Sell |
3,402
-293
| -8% | -$42.6K | 0.01% | 1169 |
|
|
2021
Q1 | $525K | Buy |
3,695
+1,320
| +56% | +$168K | 0.01% | 952 |
|
|
2020
Q4 | $248K | Buy |
+2,375
| New | +$213K | ﹤0.01% | 1350 |
|
Other funds holding LPLA
VPM
VCM
SC
