Cookson Peirce & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.9M | Sell |
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|
2025
Q2 | $20.6M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $17.9M | Sell |
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|
2022
Q4 | $35.1M | Buy |
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|
2022
Q3 | $35.3M | Buy |
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|
2022
Q2 | $29.5M | Buy |
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|
2022
Q1 | $27.5M | Buy |
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|
2021
Q4 | $23.7M | Buy |
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|
2021
Q3 | $23M | Buy |
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|
2021
Q2 | $19.3M | Buy |
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|
2021
Q1 | $19.9M | Buy |
|