Channing Capital Management’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 | $8.83M | Sell |
23,552
-9,463
| -29% | -$3.55M | 0.25% | 79 |
|
|
2025
Q1 | $10.8M | Sell |
33,015
-7,543
| -19% | -$2.47M | 0.33% | 49 |
|
|
2024
Q4 | $13.2M | Buy |
40,558
+8,741
| +27% | +$2.85M | 0.35% | 48 |
|
|
2024
Q3 | $7.4M | Sell |
31,817
-6,697
| -17% | -$1.56M | 0.19% | 90 |
|
|
2024
Q2 | $10.8M | Buy |
38,514
+4,468
| +13% | +$1.25M | 0.3% | 55 |
|
|
2024
Q1 | $8.99M | Buy |
+34,046
| New | +$8.99M | 0.24% | 73 |
|