CIBC World Markets’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 | $1.25M | Sell |
3,330
-77
| -2% | -$28.9K | 0.01% | 579 |
|
|
2025
Q1 | $1.11M | Buy |
3,407
+24
| +0.7% | +$7.85K | 0.01% | 650 |
|
|
2024
Q4 | $1.1M | Sell |
3,383
-970
| -22% | -$317K | 0.01% | 600 |
|
|
2024
Q3 | $1.01M | Sell |
4,353
-93,162
| -96% | -$21.7M | 0.01% | 610 |
|
|
2024
Q2 | $27.2M | Sell |
97,515
-1,138
| -1% | -$318K | 0.18% | 89 |
|
|
2024
Q1 | $26.1M | Buy |
98,653
+96,545
| +4,580% | +$25.5M | 0.17% | 96 |
|
|
2023
Q4 | $480K | Buy |
+2,108
| New | +$480K | ﹤0.01% | 646 |
|
|
2020
Q2 | – | Sell |
-26,500
| Closed | -$1.44M | – | 568 |
|
|
2020
Q1 | $1.44M | Sell |
26,500
-16,900
| -39% | -$920K | 0.02% | 381 |
|
|
2019
Q4 | $4M | Buy |
+43,400
| New | +$4M | 0.03% | 409 |
|