Citigroup’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 | $19.3M | Buy |
51,484
+4,831
| +10% | +$1.81M | 0.01% | 731 |
|
|
2025
Q1 | $15.3M | Buy |
46,653
+17,720
| +61% | +$5.8M | 0.01% | 809 |
|
|
2024
Q4 | $9.45M | Sell |
28,933
-8,356
| -22% | -$2.73M | 0.01% | 988 |
|
|
2024
Q3 | $8.67M | Sell |
37,289
-15,453
| -29% | -$3.59M | 0.01% | 998 |
|
|
2024
Q2 | $14.7M | Sell |
52,742
-1,249
| -2% | -$349K | 0.01% | 744 |
|
|
2024
Q1 | $14.3M | Sell |
53,991
-10,432
| -16% | -$2.76M | 0.01% | 755 |
|
|
2023
Q4 | $14.7M | Sell |
64,423
-849
| -1% | -$193K | 0.01% | 707 |
|
|
2023
Q3 | $15.5M | Sell |
65,272
-12,239
| -16% | -$2.91M | 0.01% | 647 |
|
|
2023
Q2 | $16.9M | Buy |
77,511
+9,764
| +14% | +$2.12M | 0.01% | 652 |
|
|
2023
Q1 | $13.7M | Sell |
67,747
-6,831
| -9% | -$1.38M | 0.01% | 727 |
|
|
2022
Q4 | $16.1M | Buy |
74,578
+21,778
| +41% | +$4.71M | 0.01% | 634 |
|
|
2022
Q3 | $11.5M | Sell |
52,800
-15,799
| -23% | -$3.45M | 0.01% | 762 |
|
|
2022
Q2 | $12.7M | Buy |
68,599
+37,521
| +121% | +$6.92M | 0.01% | 750 |
|
|
2022
Q1 | $5.68M | Sell |
31,078
-9,905
| -24% | -$1.81M | ﹤0.01% | 1133 |
|
|
2021
Q4 | $6.56M | Sell |
40,983
-121
| -0.3% | -$19.4K | ﹤0.01% | 1135 |
|
|
2021
Q3 | $6.44M | Sell |
41,104
-10,761
| -21% | -$1.69M | ﹤0.01% | 1165 |
|
|
2021
Q2 | $7M | Sell |
51,865
-3,624
| -7% | -$489K | ﹤0.01% | 1225 |
|
|
2021
Q1 | $7.89M | Buy |
55,489
+23,146
| +72% | +$3.29M | 0.01% | 1112 |
|
|
2020
Q4 | $3.37M | Sell |
32,343
-16,541
| -34% | -$1.72M | ﹤0.01% | 1420 |
|
|
2020
Q3 | $3.75M | Sell |
48,884
-17,002
| -26% | -$1.3M | ﹤0.01% | 1228 |
|
|
2020
Q2 | $5.17M | Buy |
65,886
+10,698
| +19% | +$839K | ﹤0.01% | 1072 |
|
|
2020
Q1 | $3M | Sell |
55,188
-69,867
| -56% | -$3.8M | ﹤0.01% | 1175 |
|
|
2019
Q4 | $11.5M | Buy |
125,055
+56,079
| +81% | +$5.17M | 0.01% | 782 |
|
|
2019
Q3 | $5.65M | Sell |
68,976
-277
| -0.4% | -$22.7K | ﹤0.01% | 1022 |
|
|
2019
Q2 | $5.65M | Buy |
69,253
+24,206
| +54% | +$1.97M | ﹤0.01% | 1069 |
|
|
2019
Q1 | $3.14M | Buy |
45,047
+5,602
| +14% | +$390K | ﹤0.01% | 1227 |
|
|
2018
Q4 | $2.41M | Buy |
39,445
+27,392
| +227% | +$1.67M | ﹤0.01% | 1418 |
|
|
2018
Q3 | $778K | Sell |
12,053
-3,924
| -25% | -$253K | ﹤0.01% | 2184 |
|
|
2018
Q2 | $1.05M | Sell |
15,977
-12,406
| -44% | -$813K | ﹤0.01% | 1852 |
|
|
2018
Q1 | $1.73M | Sell |
28,383
-9,773
| -26% | -$597K | ﹤0.01% | 1511 |
|
|
2017
Q4 | $2.18M | Buy |
38,156
+3,784
| +11% | +$216K | ﹤0.01% | 1422 |
|
|
2017
Q3 | $1.77M | Buy |
34,372
+14,432
| +72% | +$744K | ﹤0.01% | 1563 |
|
|
2017
Q2 | $847K | Buy |
19,940
+5,864
| +42% | +$249K | ﹤0.01% | 2083 |
|
|
2017
Q1 | $561K | Buy |
14,076
+12,485
| +785% | +$498K | ﹤0.01% | 2334 |
|
|
2016
Q4 | $56K | Buy |
1,591
+1,406
| +760% | +$49.5K | ﹤0.01% | 4103 |
|
|
2016
Q3 | $6K | Sell |
185
-123
| -40% | -$3.99K | ﹤0.01% | 4597 |
|
|
2016
Q2 | $7K | Sell |
308
-384
| -55% | -$8.73K | ﹤0.01% | 4625 |
|
|
2016
Q1 | $17K | Sell |
692
-280,853
| -100% | -$6.9M | ﹤0.01% | 4643 |
|
|
2015
Q4 | $12M | Sell |
281,545
-1,790,706
| -86% | -$76.4M | 0.01% | 514 |
|
|
2015
Q3 | $82.4M | Buy |
2,072,251
+8,353
| +0.4% | +$332K | 0.08% | 106 |
|
|
2015
Q2 | $96M | Buy |
2,063,898
+2,059,467
| +46,479% | +$95.7M | 0.09% | 120 |
|
|
2015
Q1 | $195K | Sell |
4,431
-7,626
| -63% | -$336K | ﹤0.01% | 2973 |
|
|
2014
Q4 | $537K | Sell |
12,057
-4,372
| -27% | -$195K | ﹤0.01% | 2395 |
|
|
2014
Q3 | $756K | Sell |
16,429
-13,334
| -45% | -$614K | ﹤0.01% | 1765 |
|
|
2014
Q2 | $1.48M | Sell |
29,763
-7,010
| -19% | -$349K | ﹤0.01% | 1400 |
|
|
2014
Q1 | $1.93M | Buy |
36,773
+29,939
| +438% | +$1.57M | ﹤0.01% | 1229 |
|
|
2013
Q4 | $321K | Sell |
6,834
-6,932
| -50% | -$326K | ﹤0.01% | 2718 |
|
|
2013
Q3 | $527K | Sell |
13,766
-257
| -2% | -$9.84K | ﹤0.01% | 1940 |
|
|
2013
Q2 | $531K | Buy |
+14,023
| New | +$531K | ﹤0.01% | 2022 |
|