Commerce Bank’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 | $5.68M | Sell |
15,156
-476
| -3% | -$178K | 0.03% | 289 |
|
|
2025
Q1 | $5.11M | Sell |
15,632
-3,184
| -17% | -$1.04M | 0.03% | 302 |
|
|
2024
Q4 | $6.14M | Sell |
18,816
-1,729
| -8% | -$565K | 0.04% | 273 |
|
|
2024
Q3 | $4.78M | Sell |
20,545
-155,726
| -88% | -$36.2M | 0.03% | 325 |
|
|
2024
Q2 | $49.2M | Sell |
176,271
-7,242
| -4% | -$2.02M | 0.32% | 75 |
|
|
2024
Q1 | $48.5M | Sell |
183,513
-172
| -0.1% | -$45.4K | 0.32% | 82 |
|
|
2023
Q4 | $41.8M | Sell |
183,685
-11,301
| -6% | -$2.57M | 0.3% | 86 |
|
|
2023
Q3 | $46.3M | Sell |
194,986
-412
| -0.2% | -$97.9K | 0.36% | 75 |
|
|
2023
Q2 | $42.5M | Sell |
195,398
-5,273
| -3% | -$1.15M | 0.32% | 82 |
|
|
2023
Q1 | $40.6M | Buy |
200,671
+2,442
| +1% | +$494K | 0.32% | 79 |
|
|
2022
Q4 | $42.9M | Buy |
198,229
+1,536
| +0.8% | +$332K | 0.35% | 72 |
|
|
2022
Q3 | $43M | Sell |
196,693
-53,435
| -21% | -$11.7M | 0.37% | 70 |
|
|
2022
Q2 | $46.1M | Buy |
250,128
+10,380
| +4% | +$1.91M | 0.38% | 70 |
|
|
2022
Q1 | $43.8M | Buy |
+239,748
| New | +$43.8M | 0.3% | 87 |
|