CI Investments Inc’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 | $415K | Buy |
1,107
+44
| +4% | +$16.5K | ﹤0.01% | 549 |
|
|
2025
Q1 | $348K | Buy |
1,063
+158
| +17% | +$51.7K | ﹤0.01% | 594 |
|
|
2024
Q4 | $295K | Buy |
905
+283
| +45% | +$92.2K | ﹤0.01% | 627 |
|
|
2024
Q3 | $145K | Sell |
622
-19
| -3% | -$4.43K | ﹤0.01% | 743 |
|
|
2024
Q2 | $179K | Buy |
641
+59
| +10% | +$16.5K | ﹤0.01% | 656 |
|
|
2024
Q1 | $154K | Buy |
582
+83
| +17% | +$22K | ﹤0.01% | 769 |
|
|
2023
Q4 | $114K | Sell |
499
-12
| -2% | -$2.74K | ﹤0.01% | 798 |
|
|
2023
Q3 | $121K | Buy |
511
+14
| +3% | +$3.32K | ﹤0.01% | 785 |
|
|
2023
Q2 | $108K | Sell |
497
-37,787
| -99% | -$8.21M | ﹤0.01% | 771 |
|
|
2023
Q1 | $7.75M | Buy |
38,284
+36,020
| +1,591% | +$7.29M | 0.04% | 251 |
|
|
2022
Q4 | $489K | Sell |
2,264
-34
| -1% | -$7.34K | ﹤0.01% | 440 |
|
|
2022
Q3 | $502K | Sell |
2,298
-1,656
| -42% | -$362K | ﹤0.01% | 422 |
|
|
2022
Q2 | $729K | Sell |
3,954
-610
| -13% | -$112K | ﹤0.01% | 409 |
|
|
2022
Q1 | $834K | Sell |
4,564
-1,898
| -29% | -$347K | ﹤0.01% | 458 |
|
|
2021
Q4 | $1.04M | Sell |
6,462
-302
| -4% | -$48.4K | ﹤0.01% | 447 |
|
|
2021
Q3 | $1.06M | Buy |
6,764
+704
| +12% | +$110K | ﹤0.01% | 450 |
|
|
2021
Q2 | $818K | Buy |
6,060
+355
| +6% | +$47.9K | ﹤0.01% | 504 |
|
|
2021
Q1 | $811K | Sell |
5,705
-820
| -13% | -$117K | ﹤0.01% | 418 |
|
|
2020
Q4 | $680K | Buy |
6,525
+539
| +9% | +$56.2K | ﹤0.01% | 431 |
|
|
2020
Q3 | $459K | Sell |
5,986
-354
| -6% | -$27.1K | ﹤0.01% | 420 |
|
|
2020
Q2 | $497K | Buy |
6,340
+698
| +12% | +$54.7K | ﹤0.01% | 384 |
|
|
2020
Q1 | $307K | Sell |
5,642
-122
| -2% | -$6.64K | ﹤0.01% | 446 |
|
|
2019
Q4 | $532K | Sell |
5,764
-2,050
| -26% | -$189K | ﹤0.01% | 439 |
|
|
2019
Q3 | $640K | Buy |
+7,814
| New | +$640K | ﹤0.01% | 403 |
|