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 | $8.06M | Sell |
26,800
-15,800
| -37% | -$5.3M | ﹤0.01% | 3570 |
|
|
2025
Q4 | $15.2M | Buy |
42,600
+11,200
| +36% | +$3.96M | ﹤0.01% | 2688 |
|
|
2025
Q3 | $10.4M | Buy |
31,400
+3,900
| +14% | +$1.41M | ﹤0.01% | 3205 |
|
|
2025
Q2 | $10.3M | Sell |
27,500
-49,800
| -64% | -$17.4M | ﹤0.01% | 2977 |
|
|
2025
Q1 | $25.3M | Sell |
77,300
-40,200
| -34% | -$14M | ﹤0.01% | 1771 |
|
|
2024
Q4 | $38.4M | Sell |
117,500
-17,800
| -13% | -$5.26M | 0.01% | 1517 |
|
|
2024
Q3 | $31.5M | Buy |
135,300
+122,000
| +917% | +$27.5M | 0.01% | 1634 |
|
|
2024
Q2 | $3.71M | Sell |
13,300
-9,100
| -41% | -$2.47M | ﹤0.01% | 4225 |
|
|
2024
Q1 | $5.92M | Buy |
22,400
+300
| +1% | +$75.7K | ﹤0.01% | 3682 |
|
|
2023
Q4 | $5.03M | Sell |
22,100
-4,100
| -16% | -$922K | ﹤0.01% | 3775 |
|
|
2023
Q3 | $6.23M | Sell |
26,200
-6,300
| -19% | -$1.46M | ﹤0.01% | 3323 |
|
|
2023
Q2 | $7.07M | Sell |
32,500
-48,600
| -60% | -$9.73M | ﹤0.01% | 3143 |
|
|
2023
Q1 | $16.4M | Buy |
81,100
+8,900
| +12% | +$2.03M | ﹤0.01% | 2154 |
|
|
2022
Q4 | $15.6M | Buy |
72,200
+31,600
| +78% | +$7.39M | ﹤0.01% | 2235 |
|
|
2022
Q3 | $8.87M | Sell |
40,600
-74,200
| -65% | -$15.8M | ﹤0.01% | 2947 |
|
|
2022
Q2 | $21.2M | Buy |
114,800
+81,800
| +248% | +$15.5M | 0.01% | 1792 |
|
|
2022
Q1 | $6.03M | Buy |
33,000
+30,400
| +1,169% | +$5.29M | ﹤0.01% | 3819 |
|
|
2021
Q4 | $416K | Sell |
2,600
-1,100
| -30% | -$182K | ﹤0.01% | 10113 |
|
|
2021
Q3 | $580K | Sell |
3,700
-1,300
| -26% | -$187K | ﹤0.01% | 9513 |
|
|
2021
Q2 | $675K | Sell |
5,000
-10,600
| -68% | -$1.54M | ﹤0.01% | 9328 |
|
|
2021
Q1 | $2.22M | Sell |
15,600
-1,200
| -7% | -$153K | ﹤0.01% | 6142 |
|
|
2020
Q4 | $1.75M | Buy |
16,800
+3,300
| +24% | +$297K | ﹤0.01% | 5631 |
|
|
2020
Q3 | $1.03M | Sell |
13,500
-36,700
| -73% | -$2.91M | ﹤0.01% | 5968 |
|
|
2020
Q2 | $3.94M | Buy |
50,200
+32,200
| +179% | +$2.15M | ﹤0.01% | 3422 |
|
|
2020
Q1 | $980K | Buy |
18,000
+10,200
| +131% | +$822K | ﹤0.01% | 5371 |
|
|
2019
Q4 | $720K | Sell |
7,800
-2,900
| -27% | -$249K | ﹤0.01% | 6192 |
|
|
2019
Q3 | $876K | Sell |
10,700
-2,800
| -21% | -$224K | ﹤0.01% | 5816 |
|
|
2019
Q2 | $1.1M | Sell |
13,500
-14,200
| -51% | -$1.12M | ﹤0.01% | 5543 |
|
|
2019
Q1 | $1.93M | Buy |
27,700
+4,400
| +19% | +$317K | ﹤0.01% | 4527 |
|
|
2018
Q4 | $1.42M | Sell |
23,300
-10,400
| -31% | -$634K | ﹤0.01% | 4720 |
|
|
2018
Q3 | $2.17M | Sell |
33,700
-60,500
| -64% | -$4.01M | ﹤0.01% | 4267 |
|
|
2018
Q2 | $6.17M | Sell |
94,200
-33,900
| -26% | -$2.23M | ﹤0.01% | 2490 |
|
|
2018
Q1 | $7.82M | Buy |
128,100
+94,200
| +278% | +$5.84M | ﹤0.01% | 1964 |
|
|
2017
Q4 | $1.94M | Buy |
+33,900
| New | +$1.78M | ﹤0.01% | 3685 |
|
|
2017
Q2 | – | Sell |
-15,900
| Closed | -$633K | – | 7821 |
|
|
2017
Q1 | $633K | Sell |
15,900
-33,400
| -68% | -$1.31M | ﹤0.01% | 4665 |
|
|
2016
Q4 | $1.74M | Buy |
49,300
+34,800
| +240% | +$1.22M | ﹤0.01% | 3130 |
|
|
2016
Q3 | $434K | Sell |
14,500
-9,700
| -40% | -$262K | ﹤0.01% | 5071 |
|
|
2016
Q2 | $545K | Buy |
+24,200
| New | +$608K | ﹤0.01% | 4359 |
|
|
2016
Q1 | – | Sell |
-4,800
| Closed | -$205K | – | 7437 |
|
|
2015
Q4 | $205K | Sell |
4,800
-9,300
| -66% | -$396K | ﹤0.01% | 5773 |
|
|
2015
Q3 | $561K | Buy |
14,100
+10,700
| +315% | +$460K | ﹤0.01% | 4646 |
|
|
2015
Q2 | $158K | Sell |
3,400
-1,400
| -29% | -$60.5K | ﹤0.01% | 6607 |
|
|
2015
Q1 | $211K | Buy |
4,800
+900
| +23% | +$39.8K | ﹤0.01% | 6110 |
|
|
2014
Q4 | $174K | Sell |
3,900
-900
| -19% | -$38.7K | ﹤0.01% | 6135 |
|
|
2014
Q3 | $221K | Buy |
4,800
+3,900
| +433% | +$188K | ﹤0.01% | 5627 |
|
|
2014
Q2 | $45K | Buy |
+900
| New | +$43.6K | ﹤0.01% | 6818 |
|
Other funds holding LPLA
VPM
VCM
SC
