Dynamic Technology Lab’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 | $1.98M | Buy |
6,586
+5,362
| +438% | +$1.8M | 0.32% | 34 |
|
|
2025
Q4 | $437K | Buy |
+1,224
| New | +$433K | 0.1% | 358 |
|
|
2025
Q3 | – | Sell |
-4,766
| Closed | -$1.79M | – | 1043 |
|
|
2025
Q2 | $1.79M | Buy |
+4,766
| New | +$1.67M | 0.24% | 85 |
|
|
2024
Q3 | – | Sell |
-7,559
| Closed | -$2.11M | – | 1198 |
|
|
2024
Q2 | $2.11M | Sell |
7,559
-3,494
| -32% | -$948K | 0.24% | 103 |
|
|
2024
Q1 | $2.92M | Buy |
+11,053
| New | +$2.79M | 0.31% | 40 |
|
|
2023
Q4 | – | Sell |
-2,156
| Closed | -$512K | – | 1249 |
|
|
2023
Q3 | $512K | Buy |
+2,156
| New | +$501K | 0.05% | 487 |
|
|
2023
Q2 | – | Sell |
-5,141
| Closed | -$1.04M | – | 1233 |
|
|
2023
Q1 | $1.04M | Sell |
5,141
-755
| -13% | -$173K | 0.1% | 364 |
|
|
2022
Q4 | $1.27M | Sell |
5,896
-6,705
| -53% | -$1.57M | 0.13% | 258 |
|
|
2022
Q3 | $2.75M | Buy |
12,601
+9,021
| +252% | +$1.92M | 0.27% | 48 |
|
|
2022
Q2 | $660K | Buy |
+3,580
| New | +$680K | 0.07% | 465 |
|
|
2022
Q1 | – | Sell |
-10,510
| Closed | -$1.68M | – | 1322 |
|
|
2021
Q4 | $1.68M | Buy |
+10,510
| New | +$1.73M | 0.19% | 130 |
|
|
2021
Q3 | – | Sell |
-11,570
| Closed | -$1.56M | – | 1297 |
|
|
2021
Q2 | $1.56M | Buy |
+11,570
| New | +$1.68M | 0.16% | 178 |
|
|
2020
Q3 | – | Sell |
-20,375
| Closed | -$1.6M | – | 1189 |
|
|
2020
Q2 | $1.6M | Buy |
+20,375
| New | +$1.36M | 0.24% | 90 |
|
|
2020
Q1 | – | Sell |
-11,479
| Closed | -$1.06M | – | 1229 |
|
|
2019
Q4 | $1.06M | Buy |
+11,479
| New | +$985K | 0.17% | 161 |
|
|
2019
Q3 | – | Sell |
-11,108
| Closed | -$906K | – | 1138 |
|
|
2019
Q2 | $906K | Buy |
11,108
+716
| +7% | +$56.7K | 0.15% | 195 |
|
|
2019
Q1 | $724K | Buy |
+10,392
| New | +$749K | 0.12% | 281 |
|
|
2018
Q3 | – | Sell |
-4,023
| Closed | -$263K | – | 1206 |
|
|
2018
Q2 | $263K | Sell |
4,023
-13,787
| -77% | -$906K | 0.04% | 748 |
|
|
2018
Q1 | $1.09M | Buy |
+17,810
| New | +$1.1M | 0.16% | 185 |
|
|
2017
Q4 | – | Sell |
-6,609
| Closed | -$341K | – | 1186 |
|
|
2017
Q3 | $341K | Buy |
+6,609
| New | +$304K | 0.06% | 657 |
|
|
2017
Q1 | – | Sell |
-6,847
| Closed | -$242K | – | 1125 |
|
|
2016
Q4 | $242K | Buy |
+6,847
| New | +$239K | 0.07% | 631 |
|
|
2014
Q2 | – | Sell |
-7,505
| Closed | -$394K | – | 755 |
|
|
2014
Q1 | $394K | Buy |
+7,505
| New | +$396K | 0.23% | 126 |
|
Other funds holding LPLA
VPM
VCM
SC
