CI Investments Inc’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 | $359K | Sell |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $295K | Buy |
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|
2024
Q3 | $145K | Sell |
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|
2024
Q2 | $179K | Buy |
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|
2024
Q1 | $154K | Buy |
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|
2023
Q4 | $114K | Sell |
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|
2023
Q3 | $121K | Buy |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $7.75M | Buy |
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|
2022
Q4 | $489K | Sell |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $729K | Sell |
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|
2022
Q1 | $834K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $818K | Buy |
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|
2021
Q1 | $811K | Sell |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $497K | Buy |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $532K | Sell |
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|
2019
Q3 | $640K | Buy |
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