Credit Suisse’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $30.3M | Sell |
114,521
-15,272
| -12% | -$4.03M | 0.03% | 518 |
|
|
2023
Q4 | $29.5M | Sell |
129,793
-3
| -0% | -$683 | 0.03% | 543 |
|
|
2023
Q3 | $30.8M | Sell |
129,796
-5,270
| -4% | -$1.25M | 0.03% | 513 |
|
|
2023
Q2 | $29.4M | Sell |
135,066
-32,857
| -20% | -$7.14M | 0.03% | 546 |
|
|
2023
Q1 | $34M | Buy |
167,923
+17,779
| +12% | +$3.6M | 0.03% | 514 |
|
|
2022
Q4 | $32.5M | Buy |
150,144
+39,138
| +35% | +$8.46M | 0.03% | 522 |
|
|
2022
Q3 | $24.3M | Sell |
111,006
-2,728
| -2% | -$596K | 0.03% | 595 |
|
|
2022
Q2 | $21M | Buy |
113,734
+21,513
| +23% | +$3.97M | 0.02% | 666 |
|
|
2022
Q1 | $16.8M | Buy |
92,221
+9,027
| +11% | +$1.65M | 0.01% | 824 |
|
|
2021
Q4 | $13.3M | Sell |
83,194
-2,719
| -3% | -$435K | 0.01% | 958 |
|
|
2021
Q3 | $13.5M | Sell |
85,913
-1,006
| -1% | -$158K | 0.01% | 982 |
|
|
2021
Q2 | $11.7M | Sell |
86,919
-14,654
| -14% | -$1.98M | 0.01% | 1061 |
|
|
2021
Q1 | $14.4M | Buy |
101,573
+12,095
| +14% | +$1.72M | 0.01% | 998 |
|
|
2020
Q4 | $9.33M | Buy |
89,478
+2,330
| +3% | +$243K | ﹤0.01% | 1154 |
|
|
2020
Q3 | $6.68M | Sell |
87,148
-31,168
| -26% | -$2.39M | ﹤0.01% | 1167 |
|
|
2020
Q2 | $9.28M | Sell |
118,316
-3,531
| -3% | -$277K | 0.01% | 1023 |
|
|
2020
Q1 | $6.63M | Sell |
121,847
-14,060
| -10% | -$765K | 0.01% | 1072 |
|
|
2019
Q4 | $12.5M | Buy |
135,907
+16,923
| +14% | +$1.56M | 0.01% | 965 |
|
|
2019
Q3 | $9.75M | Buy |
118,984
+5,824
| +5% | +$477K | 0.01% | 1000 |
|
|
2019
Q2 | $9.23M | Buy |
113,160
+4,609
| +4% | +$376K | 0.01% | 1028 |
|
|
2019
Q1 | $7.56M | Sell |
108,551
-19,621
| -15% | -$1.37M | 0.01% | 1083 |
|
|
2018
Q4 | $7.83M | Sell |
128,172
-3,065
| -2% | -$187K | 0.01% | 1029 |
|
|
2018
Q3 | $8.47M | Sell |
131,237
-34,696
| -21% | -$2.24M | 0.01% | 1114 |
|
|
2018
Q2 | $10.9M | Buy |
165,933
+30,762
| +23% | +$2.02M | 0.01% | 980 |
|
|
2018
Q1 | $8.25M | Buy |
135,171
+30,721
| +29% | +$1.88M | 0.01% | 1138 |
|
|
2017
Q4 | $5.97M | Buy |
104,450
+24,676
| +31% | +$1.41M | 0.01% | 1345 |
|
|
2017
Q3 | $4.11M | Buy |
79,774
+5,018
| +7% | +$259K | ﹤0.01% | 1575 |
|
|
2017
Q2 | $3.17M | Buy |
74,756
+2,559
| +4% | +$109K | ﹤0.01% | 1608 |
|
|
2017
Q1 | $2.88M | Buy |
72,197
+1,656
| +2% | +$66K | ﹤0.01% | 1787 |
|
|
2016
Q4 | $2.48M | Buy |
70,541
+9,812
| +16% | +$346K | ﹤0.01% | 1985 |
|
|
2016
Q3 | $1.82M | Sell |
60,729
-5,632
| -8% | -$169K | ﹤0.01% | 2163 |
|
|
2016
Q2 | $1.5M | Sell |
66,361
-14,464
| -18% | -$326K | ﹤0.01% | 2318 |
|
|
2016
Q1 | $2.01M | Sell |
80,825
-18,195
| -18% | -$451K | ﹤0.01% | 1967 |
|
|
2015
Q4 | $4.22M | Buy |
99,020
+31,464
| +47% | +$1.34M | ﹤0.01% | 1582 |
|
|
2015
Q3 | $2.69M | Buy |
67,556
+9,451
| +16% | +$376K | ﹤0.01% | 1893 |
|
|
2015
Q2 | $2.7M | Sell |
58,105
-76,062
| -57% | -$3.54M | ﹤0.01% | 2091 |
|
|
2015
Q1 | $5.89M | Sell |
134,167
-7,707
| -5% | -$338K | 0.01% | 1386 |
|
|
2014
Q4 | $6.32M | Buy |
141,874
+7,648
| +6% | +$341K | 0.01% | 1366 |
|
|
2014
Q3 | $6.18M | Sell |
134,226
-53,168
| -28% | -$2.45M | 0.01% | 1382 |
|
|
2014
Q2 | $9.32M | Buy |
187,394
+59,475
| +46% | +$2.96M | 0.01% | 1234 |
|
|
2014
Q1 | $6.72M | Sell |
127,919
-17,387
| -12% | -$914K | 0.01% | 1330 |
|
|
2013
Q4 | $6.84M | Buy |
145,306
+13,748
| +10% | +$647K | 0.01% | 1329 |
|
|
2013
Q3 | $5.04M | Buy |
131,558
+59,616
| +83% | +$2.28M | 0.01% | 1371 |
|
|
2013
Q2 | $2.72M | Buy |
+71,942
| New | +$2.72M | ﹤0.01% | 1734 |
|