DZ Bank’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 | $552K | Sell |
1,473
-1,792
| -55% | -$672K | ﹤0.01% | 714 |
|
|
2025
Q1 | $1.07M | Sell |
3,265
-1,078
| -25% | -$353K | ﹤0.01% | 648 |
|
|
2024
Q4 | $1.42M | Sell |
4,343
-1,316
| -23% | -$430K | ﹤0.01% | 598 |
|
|
2024
Q3 | $1.32M | Buy |
5,659
+2,150
| +61% | +$500K | ﹤0.01% | 612 |
|
|
2024
Q2 | $980K | Hold |
3,509
| – | – | ﹤0.01% | 656 |
|
|
2024
Q1 | $927K | Buy |
3,509
+1,053
| +43% | +$278K | ﹤0.01% | 671 |
|
|
2023
Q4 | $559K | Hold |
2,456
| – | – | ﹤0.01% | 721 |
|
|
2023
Q3 | $584K | Hold |
2,456
| – | – | ﹤0.01% | 699 |
|
|
2023
Q2 | $534K | Sell |
2,456
-4,565
| -65% | -$993K | ﹤0.01% | 746 |
|
|
2023
Q1 | $1.42M | Sell |
7,021
-566
| -7% | -$115K | ﹤0.01% | 612 |
|
|
2022
Q4 | $1.64M | Hold |
7,587
| – | – | ﹤0.01% | 612 |
|
|
2022
Q3 | $1.66M | Hold |
7,587
| – | – | ﹤0.01% | 600 |
|
|
2022
Q2 | $1.4M | Sell |
7,587
-703
| -8% | -$130K | ﹤0.01% | 652 |
|
|
2022
Q1 | $1.51M | Buy |
8,290
+1,156
| +16% | +$211K | ﹤0.01% | 656 |
|
|
2021
Q4 | $1.16M | Buy |
7,134
+1,560
| +28% | +$253K | ﹤0.01% | 691 |
|
|
2021
Q3 | $874K | Hold |
5,574
| – | – | ﹤0.01% | 686 |
|
|
2021
Q2 | $752K | Buy |
+5,574
| New | +$752K | ﹤0.01% | 703 |
|
|
2018
Q2 | – | Sell |
-379
| Closed | -$23K | – | 970 |
|
|
2018
Q1 | $23K | Buy |
+379
| New | +$23K | ﹤0.01% | 1032 |
|