Dana Investment Advisors’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 | $1.55M | Sell |
5,151
-115
| -2% | -$38.6K | 0.05% | 347 |
|
|
2025
Q4 | $1.88M | Buy |
5,266
+2
| +0% | +$707 | 0.05% | 309 |
|
|
2025
Q3 | $1.75M | Buy |
5,264
+189
| +4% | +$68.5K | 0.05% | 318 |
|
|
2025
Q2 | $1.9M | Sell |
5,075
-983
| -16% | -$344K | 0.06% | 287 |
|
|
2025
Q1 | $1.98M | Sell |
6,058
-91
| -1% | -$31.7K | 0.07% | 282 |
|
|
2024
Q4 | $2.01M | Buy |
6,149
+625
| +11% | +$185K | 0.07% | 291 |
|
|
2024
Q3 | $1.29M | Buy |
5,524
+365
| +7% | +$82.2K | 0.04% | 355 |
|
|
2024
Q2 | $1.44M | Sell |
5,159
-22
| -0.4% | -$5.97K | 0.05% | 336 |
|
|
2024
Q1 | $1.37M | Sell |
5,181
-3,206
| -38% | -$809K | 0.05% | 342 |
|
|
2023
Q4 | $1.91M | Sell |
8,387
-241
| -3% | -$54.2K | 0.09% | 159 |
|
|
2023
Q3 | $2.05M | Buy |
8,628
+1,790
| +26% | +$416K | 0.1% | 142 |
|
|
2023
Q2 | $1.49M | Sell |
6,838
-1,307
| -16% | -$262K | 0.07% | 193 |
|
|
2023
Q1 | $1.65M | Buy |
8,145
+1,459
| +22% | +$334K | 0.08% | 169 |
|
|
2022
Q4 | $1.45M | Sell |
6,686
-5,664
| -46% | -$1.32M | 0.08% | 183 |
|
|
2022
Q3 | $2.7M | Sell |
12,350
-1,541
| -11% | -$328K | 0.15% | 111 |
|
|
2022
Q2 | $2.56M | Sell |
13,891
-800
| -5% | -$152K | 0.13% | 116 |
|
|
2022
Q1 | $2.68M | Sell |
14,691
-757
| -5% | -$132K | 0.12% | 109 |
|
|
2021
Q4 | $2.47M | Sell |
15,448
-261
| -2% | -$43.1K | 0.11% | 119 |
|
|
2021
Q3 | $2.46M | Sell |
15,709
-144
| -0.9% | -$20.7K | 0.11% | 115 |
|
|
2021
Q2 | $2.14M | Sell |
15,853
-88
| -0.6% | -$12.8K | 0.1% | 126 |
|
|
2021
Q1 | $2.27M | Sell |
15,941
-9,042
| -36% | -$1.15M | 0.1% | 125 |
|
|
2020
Q4 | $2.6M | Sell |
24,983
-3,294
| -12% | -$296K | 0.13% | 107 |
|
|
2020
Q3 | $2.17M | Sell |
28,277
-914
| -3% | -$72.6K | 0.12% | 110 |
|
|
2020
Q2 | $2.29M | Buy |
+29,191
| New | +$1.95M | 0.12% | 108 |
|
Other funds holding LPLA
VPM
VCM
SC
