Dorsey & Whitney Trust’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 | $280K | Hold |
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|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $280K | Buy |
|
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Buy |
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