Citadel Advisors’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 | $278M | Buy |
923,471
+567,025
| +159% | +$190M | 0.04% | 327 |
|
|
2025
Q4 | $127M | Sell |
356,446
-27,905
| -7% | -$9.87M | 0.02% | 715 |
|
|
2025
Q3 | $128M | Buy |
+384,351
| New | +$139M | 0.02% | 689 |
|
|
2025
Q1 | – | Sell |
-300,199
| Closed | -$105M | – | 15123 |
|
|
2024
Q4 | $98M | Sell |
300,199
-119,778
| -29% | -$35.4M | 0.02% | 739 |
|
|
2024
Q3 | $97.7M | Buy |
419,977
+63,293
| +18% | +$14.3M | 0.02% | 714 |
|
|
2024
Q2 | $99.6M | Buy |
356,684
+36,732
| +11% | +$9.97M | 0.02% | 687 |
|
|
2024
Q1 | $84.5M | Buy |
319,952
+38,199
| +14% | +$9.64M | 0.02% | 823 |
|
|
2023
Q4 | $64.1M | Buy |
281,753
+239,839
| +572% | +$53.9M | 0.01% | 989 |
|
|
2023
Q3 | $9.96M | Sell |
41,914
-528,779
| -93% | -$123M | ﹤0.01% | 2695 |
|
|
2023
Q2 | $124M | Buy |
570,693
+169,550
| +42% | +$34M | 0.03% | 504 |
|
|
2023
Q1 | $81.2M | Sell |
401,143
-92,975
| -19% | -$21.3M | 0.02% | 739 |
|
|
2022
Q4 | $107M | Buy |
494,118
+192,455
| +64% | +$45M | 0.03% | 615 |
|
|
2022
Q3 | $65.9M | Buy |
301,663
+298,581
| +9,688% | +$63.5M | 0.02% | 847 |
|
|
2022
Q2 | $569K | Sell |
3,082
-91,880
| -97% | -$17.4M | ﹤0.01% | 8349 |
|
|
2022
Q1 | $17.3M | Buy |
94,962
+93,235
| +5,399% | +$16.2M | ﹤0.01% | 2150 |
|
|
2021
Q4 | $276K | Sell |
1,727
-30,424
| -95% | -$5.02M | ﹤0.01% | 11093 |
|
|
2021
Q3 | $5.04M | Sell |
32,151
-134,950
| -81% | -$19.4M | ﹤0.01% | 4281 |
|
|
2021
Q2 | $22.6M | Buy |
167,101
+162,661
| +3,664% | +$23.7M | 0.01% | 1936 |
|
|
2021
Q1 | $631K | Sell |
4,440
-44,921
| -91% | -$5.73M | ﹤0.01% | 9172 |
|
|
2020
Q4 | $5.14M | Buy |
49,361
+43,187
| +699% | +$3.88M | ﹤0.01% | 3630 |
|
|
2020
Q3 | $473K | Sell |
6,174
-11,644
| -65% | -$925K | ﹤0.01% | 7392 |
|
|
2020
Q2 | $1.4M | Sell |
17,818
-544,929
| -97% | -$36.4M | ﹤0.01% | 5210 |
|
|
2020
Q1 | $30.6M | Sell |
562,747
-585,108
| -51% | -$47.2M | 0.01% | 915 |
|
|
2019
Q4 | $106M | Sell |
1,147,855
-249,801
| -18% | -$21.4M | 0.05% | 365 |
|
|
2019
Q3 | $114M | Buy |
1,397,656
+1,026,465
| +277% | +$82.2M | 0.05% | 351 |
|
|
2019
Q2 | $30.3M | Buy |
371,191
+200,690
| +118% | +$15.9M | 0.01% | 1063 |
|
|
2019
Q1 | $11.9M | Sell |
170,501
-475,041
| -74% | -$34.2M | 0.01% | 1867 |
|
|
2018
Q4 | $39.4M | Buy |
645,542
+533,220
| +475% | +$32.5M | 0.02% | 753 |
|
|
2018
Q3 | $7.25M | Buy |
+112,322
| New | +$7.45M | ﹤0.01% | 2534 |
|
|
2018
Q2 | – | Sell |
-21,361
| Closed | -$1.4M | – | 9091 |
|
|
2018
Q1 | $1.3M | Sell |
21,361
-811,192
| -97% | -$50.3M | ﹤0.01% | 4403 |
|
|
2017
Q4 | $47.6M | Buy |
832,553
+29,446
| +4% | +$1.55M | 0.03% | 643 |
|
|
2017
Q3 | $41.4M | Buy |
803,107
+619,003
| +336% | +$28.5M | 0.03% | 645 |
|
|
2017
Q2 | $7.82M | Sell |
184,104
-206,898
| -53% | -$8.4M | 0.01% | 1657 |
|
|
2017
Q1 | $15.6M | Sell |
391,002
-69,033
| -15% | -$2.71M | 0.01% | 1125 |
|
|
2016
Q4 | $16.2M | Buy |
460,035
+449,754
| +4,375% | +$15.7M | 0.02% | 1008 |
|
|
2016
Q3 | $308K | Sell |
10,281
-37,971
| -79% | -$1.03M | ﹤0.01% | 5635 |
|
|
2016
Q2 | $1.09M | Buy |
48,252
+34,629
| +254% | +$870K | ﹤0.01% | 3442 |
|
|
2016
Q1 | $338K | Sell |
13,623
-190,689
| -93% | -$5.15M | ﹤0.01% | 4934 |
|
|
2015
Q4 | $8.71M | Sell |
204,312
-189,395
| -48% | -$8.07M | 0.01% | 1387 |
|
|
2015
Q3 | $15.7M | Sell |
393,707
-76,052
| -16% | -$3.27M | 0.01% | 1057 |
|
|
2015
Q2 | $21.8M | Sell |
469,759
-581,428
| -55% | -$25.1M | 0.02% | 938 |
|
|
2015
Q1 | $46.1M | Sell |
1,051,187
-1,363,686
| -56% | -$60.3M | 0.04% | 523 |
|
|
2014
Q4 | $108M | Buy |
2,414,873
+1,766,549
| +272% | +$76M | 0.11% | 186 |
|
|
2014
Q3 | $29.9M | Buy |
648,324
+641,435
| +9,311% | +$30.9M | 0.03% | 672 |
|
|
2014
Q2 | $343K | Sell |
6,889
-124,758
| -95% | -$6.05M | ﹤0.01% | 4870 |
|
|
2014
Q1 | $6.92M | Sell |
131,647
-2,023,489
| -94% | -$107M | 0.01% | 1521 |
|
|
2013
Q4 | $101M | Sell |
2,155,136
-113,831
| -5% | -$4.78M | 0.13% | 150 |
|
|
2013
Q3 | $86.9M | Sell |
2,268,967
-61,419
| -3% | -$2.35M | 0.13% | 144 |
|
|
2013
Q2 | $88M | Buy |
+2,330,386
| New | +$83.3M | 0.15% | 127 |
|
Other funds holding LPLA
VPM
VCM
SC
