CIBC World Market’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 | $4.81M | Buy |
12,818
+93
| +0.7% | +$34.9K | 0.01% | 487 |
|
|
2025
Q1 | $4.16M | Buy |
12,725
+143
| +1% | +$46.8K | 0.01% | 490 |
|
|
2024
Q4 | $4.11M | Sell |
12,582
-12
| -0.1% | -$3.92K | 0.01% | 500 |
|
|
2024
Q3 | $2.93M | Buy |
12,594
+90
| +0.7% | +$20.9K | 0.01% | 539 |
|
|
2024
Q2 | $3.49M | Buy |
12,504
+100
| +0.8% | +$27.9K | 0.01% | 472 |
|
|
2024
Q1 | $3.28M | Buy |
12,404
+101
| +0.8% | +$26.7K | 0.01% | 491 |
|
|
2023
Q4 | $2.8M | Buy |
12,303
+50
| +0.4% | +$11.4K | 0.01% | 463 |
|
|
2023
Q3 | $2.91M | Sell |
12,253
-509
| -4% | -$121K | 0.01% | 424 |
|
|
2023
Q2 | $2.78M | Buy |
12,762
+139
| +1% | +$30.2K | 0.01% | 447 |
|
|
2023
Q1 | $2.56M | Sell |
12,623
-14
| -0.1% | -$2.83K | 0.01% | 450 |
|
|
2022
Q4 | $2.73M | Sell |
12,637
-1,081
| -8% | -$234K | 0.01% | 420 |
|
|
2022
Q3 | $3M | Buy |
13,718
+985
| +8% | +$215K | 0.01% | 398 |
|
|
2022
Q2 | $2.35M | Hold |
12,733
| – | – | 0.01% | 445 |
|
|
2022
Q1 | $2.33M | Buy |
12,733
+23
| +0.2% | +$4.2K | 0.01% | 515 |
|
|
2021
Q4 | $2.04M | Hold |
12,710
| – | – | 0.01% | 548 |
|
|
2021
Q3 | $1.99M | Sell |
12,710
-109
| -0.9% | -$17.1K | 0.01% | 543 |
|
|
2021
Q2 | $1.73M | Sell |
12,819
-399
| -3% | -$53.8K | ﹤0.01% | 587 |
|
|
2021
Q1 | $1.88M | Buy |
13,218
+485
| +4% | +$68.9K | 0.01% | 544 |
|
|
2020
Q4 | $1.33M | Buy |
12,733
+130
| +1% | +$13.5K | ﹤0.01% | 599 |
|
|
2020
Q3 | $966K | Buy |
12,603
+248
| +2% | +$19K | ﹤0.01% | 605 |
|
|
2020
Q2 | $969K | Buy |
12,355
+325
| +3% | +$25.5K | ﹤0.01% | 599 |
|
|
2020
Q1 | $655K | Buy |
12,030
+200
| +2% | +$10.9K | ﹤0.01% | 603 |
|
|
2019
Q4 | $1.09M | Sell |
11,830
-490
| -4% | -$45.2K | ﹤0.01% | 582 |
|
|
2019
Q3 | $1.01M | Hold |
12,320
| – | – | ﹤0.01% | 581 |
|
|
2019
Q2 | $1.01M | Buy |
12,320
+200
| +2% | +$16.3K | ﹤0.01% | 601 |
|
|
2019
Q1 | $844K | Buy |
12,120
+120
| +1% | +$8.36K | ﹤0.01% | 662 |
|
|
2018
Q4 | $733K | Hold |
12,000
| – | – | ﹤0.01% | 644 |
|
|
2018
Q3 | $774K | Sell |
12,000
-17,263
| -59% | -$1.11M | ﹤0.01% | 724 |
|
|
2018
Q2 | $1.92M | Buy |
+29,263
| New | +$1.92M | 0.01% | 464 |
|
|
2016
Q3 | – | Sell |
-19,560
| Closed | -$441K | – | 980 |
|
|
2016
Q2 | $441K | Buy |
+19,560
| New | +$441K | ﹤0.01% | 686 |
|