Daiwa Securities Group’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 | $4.14M | Buy |
13,748
+1,275
| +10% | +$428K | 0.01% | 503 |
|
|
2025
Q4 | $4.46M | Buy |
12,473
+668
| +6% | +$236K | 0.01% | 488 |
|
|
2025
Q3 | $3.93M | Sell |
11,805
-1,416
| -11% | -$513K | 0.01% | 494 |
|
|
2025
Q2 | $4.96M | Sell |
13,221
-3,367
| -20% | -$1.18M | 0.02% | 431 |
|
|
2025
Q1 | $5.43M | Buy |
16,588
+3,730
| +29% | +$1.3M | 0.02% | 380 |
|
|
2024
Q4 | $4.2M | Sell |
12,858
-2,983
| -19% | -$882K | 0.02% | 418 |
|
|
2024
Q3 | $3.69M | Buy |
15,841
+5,320
| +51% | +$1.2M | 0.02% | 434 |
|
|
2024
Q2 | $2.94M | Buy |
10,521
+2,081
| +25% | +$565K | 0.02% | 457 |
|
|
2024
Q1 | $2.23M | Buy |
8,440
+475
| +6% | +$120K | 0.01% | 523 |
|
|
2023
Q4 | $1.81M | Sell |
7,965
-428
| -5% | -$96.2K | 0.01% | 541 |
|
|
2023
Q3 | $2M | Sell |
8,393
-869
| -9% | -$202K | 0.01% | 502 |
|
|
2023
Q2 | $2.01M | Sell |
9,262
-394
| -4% | -$78.9K | 0.01% | 496 |
|
|
2023
Q1 | $1.95M | Buy |
9,656
+505
| +6% | +$115K | 0.01% | 504 |
|
|
2022
Q4 | $1.98M | Sell |
9,151
-3,879
| -30% | -$907K | 0.02% | 481 |
|
|
2022
Q3 | $2.85M | Sell |
13,030
-2,647
| -17% | -$563K | 0.02% | 367 |
|
|
2022
Q2 | $2.89M | Buy |
15,677
+133
| +0.9% | +$25.3K | 0.02% | 368 |
|
|
2022
Q1 | $2.84M | Sell |
15,544
-1,801
| -10% | -$314K | 0.02% | 407 |
|
|
2021
Q4 | $2.78M | Sell |
17,345
-2,281
| -12% | -$376K | 0.02% | 415 |
|
|
2021
Q3 | $3.08M | Buy |
19,626
+119
| +0.6% | +$17.1K | 0.02% | 364 |
|
|
2021
Q2 | $2.63M | Sell |
19,507
-2,916
| -13% | -$424K | 0.02% | 383 |
|
|
2021
Q1 | $3.19M | Sell |
22,423
-1,373
| -6% | -$175K | 0.02% | 304 |
|
|
2020
Q4 | $2.48M | Sell |
23,796
-3,588
| -13% | -$322K | 0.02% | 339 |
|
|
2020
Q3 | $2.1M | Sell |
27,384
-10,631
| -28% | -$844K | 0.02% | 329 |
|
|
2020
Q2 | $2.07M | Hold |
38,015
| – | – | 0.04% | 225 |
|
|
2020
Q1 | $2.07M | Sell |
38,015
-5,081
| -12% | -$410K | 0.02% | 311 |
|
|
2019
Q4 | $3.98M | Sell |
43,096
-7,788
| -15% | -$668K | 0.03% | 224 |
|
|
2019
Q3 | $4.17M | Sell |
50,884
-5,384
| -10% | -$431K | 0.04% | 214 |
|
|
2019
Q2 | $4.59M | Sell |
56,268
-9,344
| -14% | -$739K | 0.04% | 201 |
|
|
2019
Q1 | $4.57M | Sell |
65,612
-14,454
| -18% | -$1.04M | 0.04% | 195 |
|
|
2018
Q4 | $4.89M | Sell |
80,066
-6,770
| -8% | -$413K | 0.05% | 179 |
|
|
2018
Q3 | $5.6M | Sell |
86,836
-31,820
| -27% | -$2.11M | 0.05% | 201 |
|
|
2018
Q2 | $7.78M | Sell |
118,656
-34,312
| -22% | -$2.25M | 0.06% | 157 |
|
|
2018
Q1 | $9.34M | Buy |
152,968
+1,604
| +1% | +$99.4K | 0.07% | 139 |
|
|
2017
Q4 | $8.65M | Buy |
+151,364
| New | +$7.96M | 0.06% | 160 |
|
Other funds holding LPLA
VPM
VCM
SC
