Creative Planning’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 | $3.37M | Buy |
11,210
+1,708
| +18% | +$573K | ﹤0.01% | 1479 |
|
|
2025
Q4 | $3.39M | Buy |
9,502
+1,755
| +23% | +$621K | ﹤0.01% | 1294 |
|
|
2025
Q3 | $2.58M | Buy |
7,747
+622
| +9% | +$225K | ﹤0.01% | 1343 |
|
|
2025
Q2 | $2.67M | Buy |
7,125
+1,487
| +26% | +$521K | ﹤0.01% | 1109 |
|
|
2025
Q1 | $1.84M | Buy |
5,638
+1,401
| +33% | +$488K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $1.38M | Buy |
4,237
+480
| +13% | +$142K | ﹤0.01% | 1397 |
|
|
2024
Q3 | $874K | Sell |
3,757
-817
| -18% | -$184K | ﹤0.01% | 1624 |
|
|
2024
Q2 | $1.28M | Buy |
4,574
+586
| +15% | +$159K | ﹤0.01% | 1247 |
|
|
2024
Q1 | $1.05M | Buy |
3,988
+1,123
| +39% | +$283K | ﹤0.01% | 1306 |
|
|
2023
Q4 | $652K | Sell |
2,865
-335
| -10% | -$75.3K | ﹤0.01% | 1514 |
|
|
2023
Q3 | $760K | Buy |
3,200
+698
| +28% | +$162K | ﹤0.01% | 1295 |
|
|
2023
Q2 | $544K | Buy |
2,502
+89
| +4% | +$17.8K | ﹤0.01% | 1491 |
|
|
2023
Q1 | $488K | Sell |
2,413
-596
| -20% | -$136K | ﹤0.01% | 1483 |
|
|
2022
Q4 | $650K | Buy |
3,009
+466
| +18% | +$109K | ﹤0.01% | 1274 |
|
|
2022
Q3 | $556K | Buy |
2,543
+964
| +61% | +$205K | ﹤0.01% | 1270 |
|
|
2022
Q2 | $291K | Buy |
+1,579
| New | +$300K | ﹤0.01% | 1630 |
|
|
2021
Q3 | – | Sell |
-1,017
| Closed | -$137K | – | 2172 |
|
|
2021
Q2 | $137K | Buy |
+1,017
| New | +$148K | ﹤0.01% | 1843 |
|
|
2017
Q3 | – | Sell |
-7
| Closed | – | – | 2915 |
|
|
2017
Q2 | $0 | Sell |
7
-365
| -98% | -$14.8K | ﹤0.01% | 4736 |
|
|
2017
Q1 | $15K | Sell |
372
-255
| -41% | -$10K | ﹤0.01% | 3330 |
|
|
2016
Q4 | $22K | Buy |
+627
| New | +$21.9K | ﹤0.01% | 3010 |
|
|
2016
Q3 | – | Sell |
-471
| Closed | -$11K | – | 4668 |
|
|
2016
Q2 | $11K | Buy |
471
+300
| +175% | +$7.53K | ﹤0.01% | 3185 |
|
|
2016
Q1 | $4K | Buy |
171
+93
| +119% | +$2.51K | ﹤0.01% | 3702 |
|
|
2015
Q4 | $3K | Buy |
78
+28
| +56% | +$1.19K | ﹤0.01% | 3912 |
|
|
2015
Q3 | $2K | Buy |
+50
| New | +$2.15K | ﹤0.01% | 3954 |
|
|
2015
Q1 | – | Sell |
-107
| Closed | -$5K | – | 4322 |
|
|
2014
Q4 | $5K | Buy |
+107
| New | +$4.6K | ﹤0.01% | 3495 |
|
Other funds holding LPLA
VPM
VCM
SC
