Clarkston Capital Partners’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 | $225M | Sell |
598,782
-75,445
| -11% | -$28.3M | 4.77% | 4 |
|
|
2025
Q1 | $221M | Sell |
674,227
-198,056
| -23% | -$64.8M | 4.35% | 6 |
|
|
2024
Q4 | $285M | Sell |
872,283
-104,747
| -11% | -$34.2M | 5.46% | 4 |
|
|
2024
Q3 | $227M | Sell |
977,030
-15,585
| -2% | -$3.63M | 4.18% | 9 |
|
|
2024
Q2 | $277M | Sell |
992,615
-340,758
| -26% | -$95.2M | 5.29% | 6 |
|
|
2024
Q1 | $352M | Sell |
1,333,373
-20,505
| -2% | -$5.42M | 6.21% | 4 |
|
|
2023
Q4 | $308M | Sell |
1,353,878
-137,120
| -9% | -$31.2M | 5.71% | 6 |
|
|
2023
Q3 | $354M | Sell |
1,490,998
-10,865
| -0.7% | -$2.58M | 6.96% | 2 |
|
|
2023
Q2 | $327M | Buy |
1,501,863
+17,408
| +1% | +$3.79M | 5.87% | 5 |
|
|
2023
Q1 | $300M | Buy |
1,484,455
+12,984
| +0.9% | +$2.63M | 5.6% | 4 |
|
|
2022
Q4 | $318M | Sell |
1,471,471
-389,247
| -21% | -$84.1M | 6% | 4 |
|
|
2022
Q3 | $407M | Sell |
1,860,718
-171,115
| -8% | -$37.4M | 7.99% | 2 |
|
|
2022
Q2 | $375M | Sell |
2,031,833
-72,235
| -3% | -$13.3M | 6.89% | 2 |
|
|
2022
Q1 | $384M | Sell |
2,104,068
-112,838
| -5% | -$20.6M | 6.4% | 3 |
|
|
2021
Q4 | $355M | Sell |
2,216,906
-69,741
| -3% | -$11.2M | 6.09% | 3 |
|
|
2021
Q3 | $358M | Buy |
2,286,647
+1,958
| +0.1% | +$307K | 6.44% | 3 |
|
|
2021
Q2 | $308M | Sell |
2,284,689
-17,192
| -0.7% | -$2.32M | 5.49% | 5 |
|
|
2021
Q1 | $327M | Sell |
2,301,881
-432
| -0% | -$61.4K | 5.96% | 4 |
|
|
2020
Q4 | $240M | Buy |
2,302,313
+74,225
| +3% | +$7.74M | 5.07% | 6 |
|
|
2020
Q3 | $171M | Buy |
2,228,088
+33,095
| +2% | +$2.54M | 4.56% | 8 |
|
|
2020
Q2 | $172M | Buy |
2,194,993
+18,104
| +0.8% | +$1.42M | 4.88% | 7 |
|
|
2020
Q1 | $118M | Buy |
2,176,889
+806,137
| +59% | +$43.9M | 3.83% | 10 |
|
|
2019
Q4 | $126M | Buy |
1,370,752
+16,710
| +1% | +$1.54M | 3.72% | 10 |
|
|
2019
Q3 | $111M | Sell |
1,354,042
-17,143
| -1% | -$1.4M | 3.45% | 10 |
|
|
2019
Q2 | $112M | Sell |
1,371,185
-110,810
| -7% | -$9.04M | 3.82% | 7 |
|
|
2019
Q1 | $103M | Sell |
1,481,995
-4,800
| -0.3% | -$334K | 3.42% | 7 |
|
|
2018
Q4 | $90.8M | Buy |
1,486,795
+7,585
| +0.5% | +$463K | 3.49% | 7 |
|
|
2018
Q3 | $95.4M | Sell |
1,479,210
-10,875
| -0.7% | -$702K | 3.49% | 8 |
|
|
2018
Q2 | $97.7M | Sell |
1,490,085
-278,531
| -16% | -$18.3M | 3.74% | 7 |
|
|
2018
Q1 | $108M | Sell |
1,768,616
-433,344
| -20% | -$26.5M | 4.22% | 8 |
|
|
2017
Q4 | $126M | Sell |
2,201,960
-108,885
| -5% | -$6.22M | 4.88% | 6 |
|
|
2017
Q3 | $119M | Sell |
2,310,845
-306,470
| -12% | -$15.8M | 4.91% | 5 |
|
|
2017
Q2 | $111M | Sell |
2,617,315
-223,160
| -8% | -$9.48M | 4.96% | 4 |
|
|
2017
Q1 | $113M | Sell |
2,840,475
-61,375
| -2% | -$2.44M | 5.3% | 3 |
|
|
2016
Q4 | $102M | Sell |
2,901,850
-532,735
| -16% | -$18.8M | 4.86% | 4 |
|
|
2016
Q3 | $103M | Buy |
3,434,585
+122,650
| +4% | +$3.67M | 4.94% | 3 |
|
|
2016
Q2 | $74.6M | Buy |
3,311,935
+296,840
| +10% | +$6.69M | 3.89% | 5 |
|
|
2016
Q1 | $74.8M | Buy |
3,015,095
+2,188,710
| +265% | +$54.3M | 4.15% | 3 |
|
|
2015
Q4 | $35.2M | Buy |
826,385
+464,895
| +129% | +$19.8M | 2.45% | 16 |
|
|
2015
Q3 | $14.4M | Buy |
+361,490
| New | +$14.4M | 1.31% | 35 |
|