Eaton Vance Management’s LPL Financial LPLA Stock Holding History

Eaton Vance Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$45M	Buy	205,820 +2,512	+1%	+$549K	0.07%	284
2022 Q2	$37.5M	Buy	203,308 +17,580	+9%	+$3.24M	0.05%	326
2022 Q1	$33.9M	Buy	185,728 +18,069	+11%	+$3.3M	0.04%	386
2021 Q4	$26.8M	Sell	167,659 -29,291	-15%	-$4.69M	0.03%	415
2021 Q3	$30.9M	Sell	196,950 -13,174	-6%	-$2.07M	0.04%	354
2021 Q2	$28.4M	Sell	210,124 -7,011	-3%	-$946K	0.04%	390
2021 Q1	$30.9M	Hold	217,135	–	–	0.05%	351
2020 Q4	$22.6M	Hold	217,135	–	–	0.04%	397
2020 Q3	$16.6M	Sell	217,135 -6,085	-3%	-$467K	0.03%	393
2020 Q2	$17.5M	Sell	223,220 -17	-0%	-$1.33K	0.04%	356
2020 Q1	$12.2M	Buy	223,237 +13	+0%	+$708	0.03%	373
2019 Q4	$20.6M	Hold	223,224	–	–	0.04%	328
2019 Q3	$18.3M	Buy	223,224 +41	+0%	+$3.36K	0.04%	331
2019 Q2	$18.2M	Buy	223,183 +157	+0.1%	+$12.8K	0.04%	322
2019 Q1	$15.5M	Sell	223,026 -827	-0.4%	-$57.6K	0.04%	326
2018 Q4	$13.7M	Hold	223,853	–	–	0.04%	305
2018 Q3	$14.4M	Buy	223,853 +8,230	+4%	+$531K	0.03%	338
2018 Q2	$14.1M	Sell	215,623 -196,523	-48%	-$12.9M	0.03%	328
2018 Q1	$25.2M	Buy	412,146 +206,073	+100%	+$12.6M	0.03%	351
2017 Q4	$11.8M	Buy	206,073 +106,602	+107%	+$6.09M	0.03%	357
2017 Q3	$5.13M	Hold	99,471	–	–	0.01%	500
2017 Q2	$4.22M	Hold	99,471	–	–	0.01%	531
2017 Q1	$3.96M	Hold	99,471	–	–	0.01%	518
2016 Q4	$3.5M	Hold	99,471	–	–	0.01%	498
2016 Q3	$2.98M	Hold	99,471	–	–	0.01%	510
2016 Q2	$2.24M	Buy	99,471 +23,276	+31%	+$524K	0.01%	545
2016 Q1	$1.89M	Hold	76,195	–	–	0.01%	562
2015 Q4	$3.25M	Buy	76,195 +33,730	+79%	+$1.44M	0.01%	472
2015 Q3	$1.69M	Hold	42,465	–	–	0.01%	584
2015 Q2	$1.97M	Sell	42,465 -539	-1%	-$25.1K	0.01%	534
2015 Q1	$1.89M	Hold	43,004	–	–	0.01%	572
2014 Q4	$1.92M	Sell	43,004 -8	-0%	-$356	0.01%	559
2014 Q3	$1.98M	Sell	43,012 -23	-0.1%	-$1.06K	0.01%	539
2014 Q2	$2.14M	Buy	+43,035	New	+$2.14M	0.01%	537