CIBC Private Wealth Group’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
Q2 | $4.8M | Buy |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $2.68M | Sell |
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|
2024
Q3 | $3.02M | Buy |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $16.3K | Buy |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $30.4M | Sell |
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|
2021
Q1 | $46.9M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $340K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4K | Sell |
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|
2018
Q1 | $7K | Sell |
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|
2017
Q4 | $8K | Sell |
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|
2017
Q3 | $1.11M | Buy |
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