Creative Planning’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 | $2.67M | Buy |
7,125
+1,487
| +26% | +$558K | ﹤0.01% | 1106 |
|
|
2025
Q1 | $1.84M | Buy |
5,638
+1,401
| +33% | +$458K | ﹤0.01% | 1220 |
|
|
2024
Q4 | $1.38M | Buy |
4,237
+480
| +13% | +$157K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $874K | Sell |
3,757
-817
| -18% | -$190K | ﹤0.01% | 1624 |
|
|
2024
Q2 | $1.28M | Buy |
4,574
+586
| +15% | +$164K | ﹤0.01% | 1243 |
|
|
2024
Q1 | $1.05M | Buy |
3,988
+1,123
| +39% | +$297K | ﹤0.01% | 1302 |
|
|
2023
Q4 | $652K | Sell |
2,865
-335
| -10% | -$76.3K | ﹤0.01% | 1510 |
|
|
2023
Q3 | $760K | Buy |
3,200
+698
| +28% | +$166K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $544K | Buy |
2,502
+89
| +4% | +$19.4K | ﹤0.01% | 1485 |
|
|
2023
Q1 | $488K | Sell |
2,413
-596
| -20% | -$121K | ﹤0.01% | 1478 |
|
|
2022
Q4 | $650K | Buy |
3,009
+466
| +18% | +$101K | ﹤0.01% | 1269 |
|
|
2022
Q3 | $556K | Buy |
2,543
+964
| +61% | +$211K | ﹤0.01% | 1262 |
|
|
2022
Q2 | $291K | Buy |
+1,579
| New | +$291K | ﹤0.01% | 1624 |
|
|
2021
Q3 | – | Sell |
-1,017
| Closed | -$137K | – | 2095 |
|
|
2021
Q2 | $137K | Buy |
+1,017
| New | +$137K | ﹤0.01% | 1830 |
|
|
2017
Q3 | – | Sell |
-7
| Closed | – | – | 2843 |
|
|
2017
Q2 | $0 | Sell |
7
-365
| -98% | – | ﹤0.01% | 4578 |
|
|
2017
Q1 | $15K | Sell |
372
-255
| -41% | -$10.3K | ﹤0.01% | 3294 |
|
|
2016
Q4 | $22K | Buy |
+627
| New | +$22K | ﹤0.01% | 2975 |
|
|
2016
Q3 | – | Sell |
-471
| Closed | -$11K | – | 4449 |
|
|
2016
Q2 | $11K | Buy |
471
+300
| +175% | +$7.01K | ﹤0.01% | 3141 |
|
|
2016
Q1 | $4K | Buy |
171
+93
| +119% | +$2.18K | ﹤0.01% | 3643 |
|
|
2015
Q4 | $3K | Buy |
78
+28
| +56% | +$1.08K | ﹤0.01% | 3829 |
|
|
2015
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3876 |
|
|
2015
Q1 | – | Sell |
-107
| Closed | -$5K | – | 4153 |
|
|
2014
Q4 | $5K | Buy |
+107
| New | +$5K | ﹤0.01% | 3426 |
|