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 |
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|
2024
Q2 | $184M | Sell |
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|
2024
Q1 | $185M | Sell |
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|
2023
Q4 | $164M | Sell |
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|
2023
Q3 | $175M | Sell |
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|
2023
Q2 | $160M | Sell |
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|
2023
Q1 | $156M | Sell |
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|
2022
Q4 | $200M | Sell |
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|
2022
Q3 | $329M | Sell |
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|
2022
Q2 | $315M | Sell |
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|
2022
Q1 | $363M | Sell |
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|
2021
Q4 | $322M | Buy |
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|
2021
Q3 | $304M | Buy |
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|
2021
Q2 | $252M | Sell |
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|
2021
Q1 | $275M | Buy |
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|
2020
Q4 | $148M | Buy |
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|
2020
Q3 | $85.9M | Buy |
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|
2020
Q2 | $75.3M | Buy |
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|
2020
Q1 | $35.8M | Sell |
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|
2019
Q4 | $65M | Buy |
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|
2019
Q3 | $56.7M | Buy |
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|
2019
Q2 | $55.5M | Buy |
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|
2019
Q1 | $36M | Buy |
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|
2018
Q4 | $3.21M | Sell |
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|
2018
Q3 | $3.62M | Sell |
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|
2018
Q2 | $3.69M | Buy |
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|
2018
Q1 | $3.43M | Buy |
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|
2017
Q4 | $3.3M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5.54M | Buy |
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|
2014
Q2 | $5.91M | Buy |
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