DZ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $490K | Hold |
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|
2025
Q2 | $552K | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $980K | Hold |
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|
2024
Q1 | $927K | Buy |
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|
2023
Q4 | $559K | Hold |
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|
2023
Q3 | $584K | Hold |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.64M | Hold |
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|
2022
Q3 | $1.66M | Hold |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $874K | Hold |
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|
2021
Q2 | $752K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $23K | Buy |
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