Davenport & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
2,075
+157
| +8% | +$58.9K | ﹤0.01% | 745 |
|
|
2025
Q1 | $627K | Buy |
1,918
+156
| +9% | +$51K | ﹤0.01% | 751 |
|
|
2024
Q4 | $575K | Buy |
1,762
+53
| +3% | +$17.3K | ﹤0.01% | 765 |
|
|
2024
Q3 | $398K | Sell |
1,709
-313
| -15% | -$72.8K | ﹤0.01% | 863 |
|
|
2024
Q2 | $565K | Buy |
2,022
+624
| +45% | +$174K | ﹤0.01% | 740 |
|
|
2024
Q1 | $369K | Buy |
1,398
+225
| +19% | +$59.4K | ﹤0.01% | 868 |
|
|
2023
Q4 | $267K | Sell |
1,173
-807
| -41% | -$184K | ﹤0.01% | 922 |
|
|
2023
Q3 | $471K | Buy |
1,980
+18
| +0.9% | +$4.28K | ﹤0.01% | 728 |
|
|
2023
Q2 | $427K | Buy |
1,962
+114
| +6% | +$24.8K | ﹤0.01% | 772 |
|
|
2023
Q1 | $374K | Buy |
1,848
+99
| +6% | +$20K | ﹤0.01% | 780 |
|
|
2022
Q4 | $378K | Sell |
1,749
-312
| -15% | -$67.4K | ﹤0.01% | 757 |
|
|
2022
Q3 | $450K | Buy |
2,061
+438
| +27% | +$95.6K | ﹤0.01% | 692 |
|
|
2022
Q2 | $299K | Buy |
1,623
+21
| +1% | +$3.87K | ﹤0.01% | 794 |
|
|
2022
Q1 | $293K | Buy |
1,602
+51
| +3% | +$9.33K | ﹤0.01% | 867 |
|
|
2021
Q4 | $248K | Sell |
1,551
-129
| -8% | -$20.6K | ﹤0.01% | 945 |
|
|
2021
Q3 | $263K | Buy |
+1,680
| New | +$263K | ﹤0.01% | 897 |
|