CIBC World Markets’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
Q4 | $992K | Buy |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.01M | Sell |
|
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|
2024
Q2 | $27.2M | Sell |
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|
2024
Q1 | $26.1M | Buy |
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|
2023
Q4 | $480K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $4M | Buy |
|