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 | $7.19M | Sell |
23,900
-400
| -2% | -$134K | ﹤0.01% | 3768 |
|
|
2025
Q4 | $8.68M | Buy |
24,300
+5,800
| +31% | +$2.05M | ﹤0.01% | 3444 |
|
|
2025
Q3 | $6.15M | Buy |
18,500
+5,000
| +37% | +$1.81M | ﹤0.01% | 3986 |
|
|
2025
Q2 | $5.06M | Sell |
13,500
-4,000
| -23% | -$1.4M | ﹤0.01% | 4094 |
|
|
2025
Q1 | $5.72M | Sell |
17,500
-3,800
| -18% | -$1.32M | ﹤0.01% | 3662 |
|
|
2024
Q4 | $6.95M | Sell |
21,300
-24,900
| -54% | -$7.36M | ﹤0.01% | 3454 |
|
|
2024
Q3 | $10.7M | Buy |
46,200
+25,500
| +123% | +$5.75M | ﹤0.01% | 2789 |
|
|
2024
Q2 | $5.78M | Sell |
20,700
-209,800
| -91% | -$56.9M | ﹤0.01% | 3522 |
|
|
2024
Q1 | $60.9M | Buy |
230,500
+197,600
| +601% | +$49.9M | 0.01% | 1054 |
|
|
2023
Q4 | $7.49M | Sell |
32,900
-127,200
| -79% | -$28.6M | ﹤0.01% | 3221 |
|
|
2023
Q3 | $38M | Buy |
160,100
+104,300
| +187% | +$24.2M | 0.01% | 1294 |
|
|
2023
Q2 | $12.1M | Sell |
55,800
-36,300
| -39% | -$7.27M | ﹤0.01% | 2423 |
|
|
2023
Q1 | $18.6M | Buy |
92,100
+39,000
| +73% | +$8.92M | ﹤0.01% | 1994 |
|
|
2022
Q4 | $11.5M | Buy |
53,100
+12,600
| +31% | +$2.95M | ﹤0.01% | 2636 |
|
|
2022
Q3 | $8.85M | Buy |
40,500
+19,900
| +97% | +$4.23M | ﹤0.01% | 2948 |
|
|
2022
Q2 | $3.8M | Sell |
20,600
-6,800
| -25% | -$1.29M | ﹤0.01% | 4314 |
|
|
2022
Q1 | $5M | Buy |
27,400
+9,400
| +52% | +$1.64M | ﹤0.01% | 4177 |
|
|
2021
Q4 | $2.88M | Sell |
18,000
-100
| -0.6% | -$16.5K | ﹤0.01% | 5423 |
|
|
2021
Q3 | $2.84M | Sell |
18,100
-33,500
| -65% | -$4.81M | ﹤0.01% | 5499 |
|
|
2021
Q2 | $6.96M | Buy |
51,600
+23,500
| +84% | +$3.42M | ﹤0.01% | 3743 |
|
|
2021
Q1 | $4M | Buy |
28,100
+11,000
| +64% | +$1.4M | ﹤0.01% | 4761 |
|
|
2020
Q4 | $1.78M | Buy |
17,100
+10,200
| +148% | +$917K | ﹤0.01% | 5586 |
|
|
2020
Q3 | $529K | Sell |
6,900
-11,600
| -63% | -$921K | ﹤0.01% | 7198 |
|
|
2020
Q2 | $1.45M | Sell |
18,500
-11,000
| -37% | -$735K | ﹤0.01% | 5139 |
|
|
2020
Q1 | $1.61M | Buy |
29,500
+19,300
| +189% | +$1.56M | ﹤0.01% | 4503 |
|
|
2019
Q4 | $941K | Sell |
10,200
-58,800
| -85% | -$5.05M | ﹤0.01% | 5700 |
|
|
2019
Q3 | $5.65M | Sell |
69,000
-64,500
| -48% | -$5.16M | ﹤0.01% | 2944 |
|
|
2019
Q2 | $10.9M | Sell |
133,500
-271,100
| -67% | -$21.5M | 0.01% | 2082 |
|
|
2019
Q1 | $28.2M | Buy |
404,600
+398,300
| +6,322% | +$28.7M | 0.01% | 1070 |
|
|
2018
Q4 | $385K | Sell |
6,300
-22,900
| -78% | -$1.4M | ﹤0.01% | 6845 |
|
|
2018
Q3 | $1.88M | Sell |
29,200
-19,100
| -40% | -$1.27M | ﹤0.01% | 4522 |
|
|
2018
Q2 | $3.17M | Buy |
48,300
+12,300
| +34% | +$808K | ﹤0.01% | 3402 |
|
|
2018
Q1 | $2.2M | Sell |
36,000
-2,900
| -7% | -$180K | ﹤0.01% | 3588 |
|
|
2017
Q4 | $2.22M | Buy |
38,900
+20,100
| +107% | +$1.06M | ﹤0.01% | 3490 |
|
|
2017
Q3 | $970K | Sell |
18,800
-7,400
| -28% | -$341K | ﹤0.01% | 4361 |
|
|
2017
Q2 | $1.11M | Buy |
26,200
+13,100
| +100% | +$532K | ﹤0.01% | 3935 |
|
|
2017
Q1 | $522K | Buy |
+13,100
| New | +$515K | ﹤0.01% | 4950 |
|
|
2016
Q4 | – | Sell |
-13,800
| Closed | -$413K | – | 7591 |
|
|
2016
Q3 | $413K | Sell |
13,800
-5,600
| -29% | -$152K | ﹤0.01% | 5159 |
|
|
2016
Q2 | $437K | Sell |
19,400
-4,000
| -17% | -$100K | ﹤0.01% | 4681 |
|
|
2016
Q1 | $580K | Sell |
23,400
-10,600
| -31% | -$286K | ﹤0.01% | 4193 |
|
|
2015
Q4 | $1.45M | Buy |
34,000
+18,100
| +114% | +$771K | ﹤0.01% | 3124 |
|
|
2015
Q3 | $632K | Buy |
15,900
+12,500
| +368% | +$538K | ﹤0.01% | 4457 |
|
|
2015
Q2 | $158K | Sell |
3,400
-1,700
| -33% | -$73.5K | ﹤0.01% | 6606 |
|
|
2015
Q1 | $224K | Buy |
5,100
+3,700
| +264% | +$164K | ﹤0.01% | 6048 |
|
|
2014
Q4 | $62K | Sell |
1,400
-2,100
| -60% | -$90.3K | ﹤0.01% | 7033 |
|
|
2014
Q3 | $161K | Buy |
3,500
+800
| +30% | +$38.5K | ﹤0.01% | 5955 |
|
|
2014
Q2 | $134K | Buy |
+2,700
| New | +$131K | ﹤0.01% | 5964 |
|
Other funds holding LPLA
VPM
VCM
SC
