Davenport & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $721K | Buy |
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|
2025
Q2 | $778K | Buy |
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|
2025
Q1 | $627K | Buy |
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|
2024
Q4 | $575K | Buy |
|
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|
2024
Q3 | $398K | Sell |
|
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|
2024
Q2 | $565K | Buy |
|
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|
2024
Q1 | $369K | Buy |
|
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|
2023
Q4 | $267K | Sell |
|
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $427K | Buy |
|
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|
2023
Q1 | $374K | Buy |
|
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $293K | Buy |
|
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|
2021
Q4 | $248K | Sell |
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|
2021
Q3 | $263K | Buy |
|