Credit Agricole’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.89M | Sell |
5,786
-65
| -1% | -$21.3K | 0.01% | 661 |
|
|
2024
Q4 | $1.91M | Buy |
5,851
+701
| +14% | +$229K | 0.01% | 667 |
|
|
2024
Q3 | $1.2M | Buy |
5,150
+118
| +2% | +$27.5K | 0.01% | 652 |
|
|
2024
Q2 | $1.41M | Buy |
+5,032
| New | +$1.41M | 0.01% | 584 |
|
|
2016
Q4 | – | Sell |
-40,038
| Closed | -$1.2M | – | 1487 |
|
|
2016
Q3 | $1.2M | Buy |
+40,038
| New | +$1.2M | ﹤0.01% | 1097 |
|
|
2014
Q2 | – | Sell |
-1,900
| Closed | -$100K | – | 1595 |
|
|
2014
Q1 | $100K | Buy |
+1,900
| New | +$100K | ﹤0.01% | 1342 |
|