Dorsey & Whitney Trust’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 | $316K | Hold |
843
| – | – | 0.02% | 522 |
|
|
2025
Q1 | $276K | Sell |
843
-14
| -2% | -$4.58K | 0.02% | 539 |
|
|
2024
Q4 | $280K | Buy |
+857
| New | +$280K | 0.02% | 543 |
|
|
2024
Q3 | – | Sell |
-998
| Closed | -$279K | – | 679 |
|
|
2024
Q2 | $279K | Sell |
998
-116
| -10% | -$32.4K | 0.02% | 492 |
|
|
2024
Q1 | $294K | Hold |
1,114
| – | – | 0.02% | 476 |
|
|
2023
Q4 | $254K | Sell |
1,114
-7
| -0.6% | -$1.59K | 0.02% | 499 |
|
|
2023
Q3 | $266K | Buy |
1,121
+7
| +0.6% | +$1.66K | 0.02% | 458 |
|
|
2023
Q2 | $242K | Sell |
1,114
-17
| -2% | -$3.7K | 0.02% | 498 |
|
|
2023
Q1 | $229K | Sell |
1,131
-85
| -7% | -$17.2K | 0.02% | 491 |
|
|
2022
Q4 | $263K | Sell |
1,216
-49
| -4% | -$10.6K | 0.03% | 445 |
|
|
2022
Q3 | $277K | Buy |
1,265
+39
| +3% | +$8.54K | 0.03% | 425 |
|
|
2022
Q2 | $226K | Buy |
1,226
+86
| +8% | +$15.9K | 0.02% | 476 |
|
|
2022
Q1 | $208K | Buy |
+1,140
| New | +$208K | 0.02% | 528 |
|
|
2021
Q2 | – | Sell |
-1,443
| Closed | -$205K | – | 542 |
|
|
2021
Q1 | $205K | Buy |
+1,443
| New | +$205K | 0.02% | 491 |
|