Deutsche Bank’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 | $50.4M | Sell |
167,681
-20,419
| -11% | -$6.85M | 0.02% | 621 |
|
|
2025
Q4 | $67.2M | Buy |
188,100
+14,892
| +9% | +$5.27M | 0.02% | 558 |
|
|
2025
Q3 | $57.6M | Buy |
173,208
+11,308
| +7% | +$4.1M | 0.02% | 590 |
|
|
2025
Q2 | $60.7M | Buy |
161,900
+3,124
| +2% | +$1.09M | 0.02% | 563 |
|
|
2025
Q1 | $51.9M | Sell |
158,776
-16,285
| -9% | -$5.67M | 0.02% | 605 |
|
|
2024
Q4 | $57.2M | Sell |
175,061
-38,910
| -18% | -$11.5M | 0.02% | 608 |
|
|
2024
Q3 | $49.8M | Buy |
213,971
+36,947
| +21% | +$8.33M | 0.02% | 604 |
|
|
2024
Q2 | $49.4M | Sell |
177,024
-42,444
| -19% | -$11.5M | 0.02% | 560 |
|
|
2024
Q1 | $58M | Sell |
219,468
-54,284
| -20% | -$13.7M | 0.03% | 512 |
|
|
2023
Q4 | $62.3M | Buy |
273,752
+13,347
| +5% | +$3M | 0.03% | 460 |
|
|
2023
Q3 | $61.9M | Sell |
260,405
-165,679
| -39% | -$38.5M | 0.04% | 414 |
|
|
2023
Q2 | $92.6M | Sell |
426,084
-95,879
| -18% | -$19.2M | 0.05% | 352 |
|
|
2023
Q1 | $106M | Buy |
521,963
+91,839
| +21% | +$21M | 0.06% | 310 |
|
|
2022
Q4 | $93M | Buy |
430,124
+172,295
| +67% | +$40.3M | 0.05% | 337 |
|
|
2022
Q3 | $56.3M | Buy |
257,829
+131,468
| +104% | +$28M | 0.03% | 453 |
|
|
2022
Q2 | $23.3M | Buy |
126,361
+117,570
| +1,337% | +$22.3M | 0.01% | 744 |
|
|
2022
Q1 | $1.61M | Sell |
8,791
-206
| -2% | -$35.9K | ﹤0.01% | 2028 |
|
|
2021
Q4 | $1.44M | Sell |
8,997
-504,512
| -98% | -$83.3M | ﹤0.01% | 2212 |
|
|
2021
Q3 | $80.5M | Buy |
513,509
+359,609
| +234% | +$51.7M | 0.04% | 449 |
|
|
2021
Q2 | $20.8M | Buy |
153,900
+137,590
| +844% | +$20M | 0.01% | 890 |
|
|
2021
Q1 | $2.32M | Buy |
16,310
+2,873
| +21% | +$367K | ﹤0.01% | 2064 |
|
|
2020
Q4 | $1.4M | Sell |
13,437
-899
| -6% | -$80.8K | ﹤0.01% | 2199 |
|
|
2020
Q3 | $1.1M | Sell |
14,336
-1,267,236
| -99% | -$101M | ﹤0.01% | 2131 |
|
|
2020
Q2 | $100M | Buy |
1,281,572
+587,662
| +85% | +$39.3M | 0.08% | 252 |
|
|
2020
Q1 | $37.8M | Buy |
693,910
+79,122
| +13% | +$6.38M | 0.03% | 445 |
|
|
2019
Q4 | $56.7M | Sell |
614,788
-32,229
| -5% | -$2.77M | 0.04% | 455 |
|
|
2019
Q3 | $53M | Sell |
647,017
-41,482
| -6% | -$3.32M | 0.04% | 461 |
|
|
2019
Q2 | $56.2M | Sell |
688,499
-22,974
| -3% | -$1.82M | 0.03% | 523 |
|
|
2019
Q1 | $49.5M | Buy |
711,473
+667,387
| +1,514% | +$48.1M | 0.03% | 587 |
|
|
2018
Q4 | $2.69M | Sell |
44,086
-673,466
| -94% | -$41.1M | ﹤0.01% | 2214 |
|
|
2018
Q3 | $46.3M | Sell |
717,552
-298,461
| -29% | -$19.8M | 0.02% | 681 |
|
|
2018
Q2 | $66.6M | Buy |
1,016,013
+461,866
| +83% | +$30.4M | 0.03% | 548 |
|
|
2018
Q1 | $33.8M | Buy |
554,147
+178,720
| +48% | +$11.1M | 0.02% | 813 |
|
|
2017
Q4 | $21.4M | Buy |
375,427
+69,386
| +23% | +$3.65M | 0.01% | 965 |
|
|
2017
Q3 | $15.8M | Buy |
306,041
+15,678
| +5% | +$721K | 0.01% | 1173 |
|
|
2017
Q2 | $12.3M | Sell |
290,363
-13,520
| -4% | -$549K | 0.01% | 1242 |
|
|
2017
Q1 | $12.1M | Buy |
303,883
+90,191
| +42% | +$3.54M | 0.01% | 1142 |
|
|
2016
Q4 | $7.52M | Buy |
213,692
+179,597
| +527% | +$6.28M | 0.01% | 1425 |
|
|
2016
Q3 | $1.02M | Sell |
34,095
-21,304
| -38% | -$576K | ﹤0.01% | 2820 |
|
|
2016
Q2 | $1.25M | Buy |
55,399
+12,519
| +29% | +$314K | ﹤0.01% | 2727 |
|
|
2016
Q1 | $1.06M | Sell |
42,880
-32,179
| -43% | -$869K | ﹤0.01% | 2773 |
|
|
2015
Q4 | $3.2M | Buy |
75,059
+55,287
| +280% | +$2.35M | ﹤0.01% | 2110 |
|
|
2015
Q3 | $784K | Sell |
19,772
-72,266
| -79% | -$3.11M | ﹤0.01% | 3098 |
|
|
2015
Q2 | $4.28M | Buy |
92,038
+42,575
| +86% | +$1.84M | ﹤0.01% | 1904 |
|
|
2015
Q1 | $2.17M | Sell |
49,463
-830
| -2% | -$36.7K | ﹤0.01% | 2378 |
|
|
2014
Q4 | $2.24M | Sell |
50,293
-6,076
| -11% | -$261K | ﹤0.01% | 2595 |
|
|
2014
Q3 | $2.59M | Sell |
56,369
-12,989
| -19% | -$626K | ﹤0.01% | 2321 |
|
|
2014
Q2 | $3.45M | Sell |
69,358
-106,833
| -61% | -$5.18M | ﹤0.01% | 2093 |
|
|
2014
Q1 | $9.26M | Sell |
176,191
-61,700
| -26% | -$3.26M | 0.01% | 1392 |
|
|
2013
Q4 | $11.2M | Buy |
237,891
+65,061
| +38% | +$2.73M | 0.01% | 1262 |
|
|
2013
Q3 | $6.62M | Buy |
172,830
+139,668
| +421% | +$5.34M | ﹤0.01% | 1618 |
|
|
2013
Q2 | $1.25M | Buy |
+33,162
| New | +$1.19M | ﹤0.01% | 2536 |
|
Other funds holding LPLA
VPM
VCM
SC
