CIBC World Market’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 | $2.07M | Buy |
6,880
+89
| +1% | +$29.9K | ﹤0.01% | 749 |
|
|
2025
Q4 | $2.43M | Buy |
6,791
+53
| +0.8% | +$18.7K | ﹤0.01% | 729 |
|
|
2025
Q3 | $2.24M | Sell |
6,738
-6,080
| -47% | -$2.2M | ﹤0.01% | 773 |
|
|
2025
Q2 | $4.81M | Buy |
12,818
+93
| +0.7% | +$32.6K | 0.01% | 534 |
|
|
2025
Q1 | $4.16M | Buy |
12,725
+143
| +1% | +$49.8K | 0.01% | 537 |
|
|
2024
Q4 | $4.11M | Sell |
12,582
-12
| -0.1% | -$3.55K | 0.01% | 557 |
|
|
2024
Q3 | $2.93M | Buy |
12,594
+90
| +0.7% | +$20.3K | 0.01% | 600 |
|
|
2024
Q2 | $3.49M | Buy |
12,504
+100
| +0.8% | +$27.1K | 0.01% | 528 |
|
|
2024
Q1 | $3.28M | Buy |
12,404
+101
| +0.8% | +$25.5K | 0.01% | 545 |
|
|
2023
Q4 | $2.8M | Buy |
12,303
+50
| +0.4% | +$11.2K | 0.01% | 529 |
|
|
2023
Q3 | $2.91M | Sell |
12,253
-509
| -4% | -$118K | 0.01% | 489 |
|
|
2023
Q2 | $2.77M | Buy |
12,762
+139
| +1% | +$27.8K | 0.01% | 513 |
|
|
2023
Q1 | $2.56M | Sell |
12,623
-14
| -0.1% | -$3.2K | 0.01% | 512 |
|
|
2022
Q4 | $2.73M | Sell |
12,637
-1,081
| -8% | -$253K | 0.01% | 500 |
|
|
2022
Q3 | $3M | Buy |
13,718
+985
| +8% | +$209K | 0.01% | 458 |
|
|
2022
Q2 | $2.35M | Hold |
12,733
| – | – | 0.01% | 501 |
|
|
2022
Q1 | $2.33M | Buy |
12,733
+23
| +0.2% | +$4K | 0.01% | 553 |
|
|
2021
Q4 | $2.04M | Hold |
12,710
| – | – | 0.01% | 607 |
|
|
2021
Q3 | $1.99M | Sell |
12,710
-109
| -0.9% | -$15.7K | 0.01% | 592 |
|
|
2021
Q2 | $1.73M | Sell |
12,819
-399
| -3% | -$58K | 0.01% | 636 |
|
|
2021
Q1 | $1.88M | Buy |
13,218
+485
| +4% | +$61.9K | 0.01% | 602 |
|
|
2020
Q4 | $1.33M | Buy |
12,733
+130
| +1% | +$11.7K | ﹤0.01% | 668 |
|
|
2020
Q3 | $966K | Buy |
12,603
+248
| +2% | +$19.7K | ﹤0.01% | 659 |
|
|
2020
Q2 | $969K | Buy |
12,355
+325
| +3% | +$21.7K | ﹤0.01% | 653 |
|
|
2020
Q1 | $655K | Buy |
12,030
+200
| +2% | +$16.1K | ﹤0.01% | 643 |
|
|
2019
Q4 | $1.09M | Sell |
11,830
-490
| -4% | -$42.1K | ﹤0.01% | 638 |
|
|
2019
Q3 | $1.01M | Hold |
12,320
| – | – | ﹤0.01% | 632 |
|
|
2019
Q2 | $1M | Buy |
12,320
+200
| +2% | +$15.8K | ﹤0.01% | 640 |
|
|
2019
Q1 | $844K | Buy |
12,120
+120
| +1% | +$8.65K | ﹤0.01% | 713 |
|
|
2018
Q4 | $733K | Hold |
12,000
| – | – | ﹤0.01% | 689 |
|
|
2018
Q3 | $774K | Sell |
12,000
-17,263
| -59% | -$1.14M | ﹤0.01% | 756 |
|
|
2018
Q2 | $1.92M | Buy |
+29,263
| New | +$1.92M | 0.01% | 485 |
|
|
2016
Q3 | – | Sell |
-19,560
| Closed | -$441K | – | 1040 |
|
|
2016
Q2 | $441K | Buy |
+19,560
| New | +$491K | ﹤0.01% | 693 |
|
Other funds holding LPLA
VPM
VCM
SC
