Eagle Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $185M | Sell |
591,233
-61,990
| -9% | -$14M | 0.94% | 16 |
|
|
2024
Q2 | $184M | Sell |
653,223
-41,599
| -6% | -$11.3M | 0.99% | 13 |
|
|
2024
Q1 | $185M | Sell |
694,822
-24,469
| -3% | -$6.18M | 0.94% | 16 |
|
|
2023
Q4 | $164M | Sell |
719,291
-15,399
| -2% | -$3.46M | 0.88% | 21 |
|
|
2023
Q3 | $175M | Sell |
734,690
-2,542
| -0.3% | -$590K | 1.03% | 8 |
|
|
2023
Q2 | $160M | Sell |
737,232
-32,786
| -4% | -$6.57M | 0.89% | 19 |
|
|
2023
Q1 | $156M | Sell |
770,018
-152,269
| -17% | -$34.8M | 0.91% | 23 |
|
|
2022
Q4 | $200M | Sell |
922,287
-584,489
| -39% | -$137M | 1.23% | 6 |
|
|
2022
Q3 | $329M | Sell |
1,506,776
-202,419
| -12% | -$43.1M | 2.15% | 1 |
|
|
2022
Q2 | $315M | Sell |
1,709,195
-277,080
| -14% | -$52.6M | 1.98% | 1 |
|
|
2022
Q1 | $363M | Sell |
1,986,275
-628
| -0% | -$109K | 1.86% | 1 |
|
|
2021
Q4 | $322M | Buy |
1,986,903
+49,308
| +3% | +$8.14M | 1.41% | 2 |
|
|
2021
Q3 | $304M | Buy |
1,937,595
+70,622
| +4% | +$10.1M | 1.37% | 1 |
|
|
2021
Q2 | $252M | Sell |
1,866,973
-49,246
| -3% | -$7.16M | 1.08% | 5 |
|
|
2021
Q1 | $275M | Buy |
1,916,219
+499,820
| +35% | +$63.8M | 1.22% | 1 |
|
|
2020
Q4 | $148M | Buy |
1,416,399
+286,190
| +25% | +$25.7M | 0.83% | 19 |
|
|
2020
Q3 | $85.9M | Buy |
1,130,209
+145,360
| +15% | +$11.5M | 0.44% | 90 |
|
|
2020
Q2 | $75.3M | Buy |
984,849
+327,758
| +50% | +$21.9M | 0.43% | 92 |
|
|
2020
Q1 | $35.8M | Sell |
657,091
-47,986
| -7% | -$3.87M | 0.22% | 160 |
|
|
2019
Q4 | $65M | Buy |
705,077
+12,355
| +2% | +$1.06M | 0.31% | 124 |
|
|
2019
Q3 | $56.7M | Buy |
692,722
+12,176
| +2% | +$974K | 0.29% | 136 |
|
|
2019
Q2 | $55.5M | Buy |
680,546
+164,006
| +32% | +$13M | 0.28% | 134 |
|
|
2019
Q1 | $36M | Buy |
516,540
+464,048
| +884% | +$33.4M | 0.19% | 192 |
|
|
2018
Q4 | $3.21M | Sell |
52,492
-3,558
| -6% | -$217K | 0.02% | 443 |
|
|
2018
Q3 | $3.62M | Sell |
56,050
-179
| -0.3% | -$11.9K | 0.02% | 465 |
|
|
2018
Q2 | $3.69M | Buy |
56,229
+56
| +0.1% | +$3.68K | 0.02% | 461 |
|
|
2018
Q1 | $3.43M | Buy |
56,173
+3,162
| +6% | +$196K | 0.02% | 472 |
|
|
2017
Q4 | $3.3M | Buy |
+53,011
| New | +$2.79M | 0.02% | 486 |
|
|
2014
Q4 | – | Sell |
-120,265
| Closed | -$5.54M | – | 632 |
|
|
2014
Q3 | $5.54M | Buy |
120,265
+1,475
| +1% | +$71.1K | 0.03% | 415 |
|
|
2014
Q2 | $5.91M | Buy |
+118,790
| New | +$5.76M | 0.03% | 428 |
|
Other funds holding LPLA
LPC
SC
