Commonwealth Equity Services’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 | $2.88M | Sell |
9,560
-496
| -5% | -$166K | ﹤0.01% | 1723 |
|
|
2025
Q4 | $3.59M | Buy |
10,056
+948
| +10% | +$335K | ﹤0.01% | 1563 |
|
|
2025
Q3 | $3.03M | Sell |
9,108
-2,023
| -18% | -$733K | ﹤0.01% | 1702 |
|
|
2025
Q2 | $4.17M | Buy |
11,131
+4,140
| +59% | +$1.45M | 0.01% | 1451 |
|
|
2025
Q1 | $2.29M | Buy |
6,991
+1,097
| +19% | +$382K | ﹤0.01% | 1820 |
|
|
2024
Q4 | $1.92M | Sell |
5,894
-64
| -1% | -$18.9K | ﹤0.01% | 1898 |
|
|
2024
Q3 | $1.39M | Buy |
5,958
+288
| +5% | +$64.9K | ﹤0.01% | 2074 |
|
|
2024
Q2 | $1.58M | Buy |
5,670
+197
| +4% | +$53.5K | ﹤0.01% | 1946 |
|
|
2024
Q1 | $1.45M | Buy |
5,473
+1,380
| +34% | +$348K | ﹤0.01% | 1994 |
|
|
2023
Q4 | $932K | Buy |
4,093
+1,016
| +33% | +$228K | ﹤0.01% | 2233 |
|
|
2023
Q3 | $731K | Buy |
3,077
+489
| +19% | +$114K | ﹤0.01% | 2292 |
|
|
2023
Q2 | $563K | Buy |
2,588
+60
| +2% | +$12K | ﹤0.01% | 2513 |
|
|
2023
Q1 | $511 | Sell |
2,528
-8,130
| -76% | -$1.86M | ﹤0.01% | 2535 |
|
|
2022
Q4 | $2.3M | Sell |
10,658
-11,168
| -51% | -$2.61M | 0.01% | 1419 |
|
|
2022
Q3 | $4.77M | Sell |
21,826
-302
| -1% | -$64.2K | 0.01% | 922 |
|
|
2022
Q2 | $4.08M | Buy |
22,128
+788
| +4% | +$150K | 0.01% | 996 |
|
|
2022
Q1 | $3.9M | Buy |
21,340
+218
| +1% | +$38K | 0.01% | 1090 |
|
|
2021
Q4 | $3.38M | Buy |
21,122
+32
| +0.2% | +$5.28K | 0.01% | 1134 |
|
|
2021
Q3 | $3.31M | Buy |
21,090
+161
| +0.8% | +$23.1K | 0.01% | 1119 |
|
|
2021
Q2 | $2.83M | Buy |
20,929
+7,891
| +61% | +$1.15M | 0.01% | 1201 |
|
|
2021
Q1 | $1.85M | Buy |
13,038
+347
| +3% | +$44.3K | 0.01% | 1381 |
|
|
2020
Q4 | $1.32M | Buy |
12,691
+107
| +0.9% | +$9.62K | ﹤0.01% | 1478 |
|
|
2020
Q3 | $964K | Buy |
12,584
+142
| +1% | +$11.3K | ﹤0.01% | 1515 |
|
|
2020
Q2 | $975K | Sell |
12,442
-13
| -0.1% | -$869 | ﹤0.01% | 1435 |
|
|
2020
Q1 | $677K | Buy |
12,455
+38
| +0.3% | +$3.06K | ﹤0.01% | 1502 |
|
|
2019
Q4 | $1.15M | Buy |
+12,417
| New | +$1.07M | ﹤0.01% | 1339 |
|
|
2017
Q1 | – | Sell |
-5,990
| Closed | -$211K | – | 2450 |
|
|
2016
Q4 | $211K | Buy |
+5,990
| New | +$209K | ﹤0.01% | 2015 |
|
|
2015
Q4 | – | Sell |
-5,120
| Closed | -$204K | – | 2218 |
|
|
2015
Q3 | $204K | Sell |
5,120
-997
| -16% | -$42.9K | ﹤0.01% | 1822 |
|
|
2015
Q2 | $284K | Buy |
+6,117
| New | +$265K | ﹤0.01% | 1680 |
|
Other funds holding LPLA
VPM
VCM
SC
