Citigroup’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 | $38.7M | Buy |
128,597
+29,441
| +30% | +$9.88M | 0.02% | 744 |
|
|
2025
Q4 | $35.4M | Sell |
99,156
-43,629
| -31% | -$15.4M | 0.02% | 796 |
|
|
2025
Q3 | $47.5M | Buy |
142,785
+91,301
| +177% | +$33.1M | 0.03% | 654 |
|
|
2025
Q2 | $19.3M | Buy |
51,484
+4,831
| +10% | +$1.69M | 0.01% | 979 |
|
|
2025
Q1 | $15.3M | Buy |
46,653
+17,720
| +61% | +$6.17M | 0.01% | 1113 |
|
|
2024
Q4 | $9.45M | Sell |
28,933
-8,356
| -22% | -$2.47M | 0.01% | 1411 |
|
|
2024
Q3 | $8.67M | Sell |
37,289
-15,453
| -29% | -$3.48M | 0.01% | 1416 |
|
|
2024
Q2 | $14.7M | Sell |
52,742
-1,249
| -2% | -$339K | 0.01% | 1048 |
|
|
2024
Q1 | $14.3M | Sell |
53,991
-10,432
| -16% | -$2.63M | 0.02% | 1056 |
|
|
2023
Q4 | $14.7M | Sell |
64,423
-849
| -1% | -$191K | 0.02% | 1021 |
|
|
2023
Q3 | $15.5M | Sell |
65,272
-12,239
| -16% | -$2.84M | 0.02% | 903 |
|
|
2023
Q2 | $16.9M | Buy |
77,511
+9,764
| +14% | +$1.96M | 0.02% | 906 |
|
|
2023
Q1 | $13.7M | Sell |
67,747
-6,831
| -9% | -$1.56M | 0.02% | 993 |
|
|
2022
Q4 | $16.1M | Buy |
74,578
+21,778
| +41% | +$5.09M | 0.02% | 891 |
|
|
2022
Q3 | $11.5M | Sell |
52,800
-15,799
| -23% | -$3.36M | 0.02% | 1073 |
|
|
2022
Q2 | $12.7M | Buy |
68,599
+37,521
| +121% | +$7.13M | 0.02% | 1039 |
|
|
2022
Q1 | $5.68M | Sell |
31,078
-9,905
| -24% | -$1.72M | 0.01% | 1598 |
|
|
2021
Q4 | $6.56M | Sell |
40,983
-121
| -0.3% | -$20K | 0.01% | 1648 |
|
|
2021
Q3 | $6.44M | Sell |
41,104
-10,761
| -21% | -$1.55M | 0.01% | 1648 |
|
|
2021
Q2 | $7M | Sell |
51,865
-3,624
| -7% | -$527K | 0.01% | 1658 |
|
|
2021
Q1 | $7.89M | Buy |
55,489
+23,146
| +72% | +$2.95M | 0.01% | 1504 |
|
|
2020
Q4 | $3.37M | Sell |
32,343
-16,541
| -34% | -$1.49M | ﹤0.01% | 2374 |
|
|
2020
Q3 | $3.75M | Sell |
48,884
-17,002
| -26% | -$1.35M | ﹤0.01% | 2109 |
|
|
2020
Q2 | $5.17M | Buy |
65,886
+10,698
| +19% | +$715K | 0.01% | 1830 |
|
|
2020
Q1 | $3M | Sell |
55,188
-69,867
| -56% | -$5.63M | 0.01% | 2104 |
|
|
2019
Q4 | $11.5M | Buy |
125,055
+56,079
| +81% | +$4.81M | 0.02% | 1370 |
|
|
2019
Q3 | $5.65M | Sell |
68,976
-277
| -0.4% | -$22.2K | 0.01% | 1833 |
|
|
2019
Q2 | $5.65M | Buy |
69,253
+24,206
| +54% | +$1.92M | 0.01% | 1869 |
|
|
2019
Q1 | $3.14M | Buy |
45,047
+5,602
| +14% | +$404K | 0.01% | 2198 |
|
|
2018
Q4 | $2.41M | Buy |
39,445
+27,392
| +227% | +$1.67M | 0.01% | 2499 |
|
|
2018
Q3 | $778K | Sell |
12,053
-3,924
| -25% | -$260K | ﹤0.01% | 3771 |
|
|
2018
Q2 | $1.05M | Sell |
15,977
-12,406
| -44% | -$815K | ﹤0.01% | 3311 |
|
|
2018
Q1 | $1.73M | Sell |
28,383
-9,773
| -26% | -$606K | ﹤0.01% | 2735 |
|
|
2017
Q4 | $2.18M | Buy |
38,156
+3,784
| +11% | +$199K | ﹤0.01% | 2589 |
|
|
2017
Q3 | $1.77M | Buy |
34,372
+14,432
| +72% | +$664K | ﹤0.01% | 2784 |
|
|
2017
Q2 | $847K | Buy |
19,940
+5,864
| +42% | +$238K | ﹤0.01% | 3484 |
|
|
2017
Q1 | $561K | Buy |
14,076
+12,485
| +785% | +$491K | ﹤0.01% | 3768 |
|
|
2016
Q4 | $56K | Buy |
1,591
+1,406
| +760% | +$49.1K | ﹤0.01% | 6088 |
|
|
2016
Q3 | $6K | Sell |
185
-123
| -40% | -$3.33K | ﹤0.01% | 6717 |
|
|
2016
Q2 | $7K | Sell |
308
-384
| -55% | -$9.64K | ﹤0.01% | 6682 |
|
|
2016
Q1 | $17K | Sell |
692
-280,853
| -100% | -$7.58M | ﹤0.01% | 6613 |
|
|
2015
Q4 | $12M | Sell |
281,545
-1,790,706
| -86% | -$76.3M | 0.02% | 1035 |
|
|
2015
Q3 | $82.4M | Buy |
2,072,251
+8,353
| +0.4% | +$359K | 0.18% | 214 |
|
|
2015
Q2 | $96M | Buy |
2,063,898
+2,059,467
| +46,479% | +$89.1M | 0.18% | 215 |
|
|
2015
Q1 | $195K | Sell |
4,431
-7,626
| -63% | -$337K | ﹤0.01% | 4548 |
|
|
2014
Q4 | $537K | Sell |
12,057
-4,372
| -27% | -$188K | ﹤0.01% | 3818 |
|
|
2014
Q3 | $756K | Sell |
16,429
-13,334
| -45% | -$643K | ﹤0.01% | 3221 |
|
|
2014
Q2 | $1.48M | Sell |
29,763
-7,010
| -19% | -$340K | ﹤0.01% | 2679 |
|
|
2014
Q1 | $1.93M | Buy |
36,773
+29,939
| +438% | +$1.58M | ﹤0.01% | 2386 |
|
|
2013
Q4 | $321K | Sell |
6,834
-6,932
| -50% | -$291K | ﹤0.01% | 4202 |
|
|
2013
Q3 | $527K | Sell |
13,766
-257
| -2% | -$9.83K | ﹤0.01% | 3396 |
|
|
2013
Q2 | $531K | Buy |
+14,023
| New | +$501K | ﹤0.01% | 3439 |
|
Other funds holding LPLA
VPM
VCM
SC
