Engineers Gate Manager’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
Q4 | – | Sell |
-2,398
| Closed | -$798K | – | 2350 |
|
|
2025
Q3 | $798K | Sell |
2,398
-38,534
| -94% | -$14M | 0.01% | 1280 |
|
|
2025
Q2 | $15.3M | Buy |
40,932
+37,763
| +1,192% | +$13.2M | 0.19% | 132 |
|
|
2025
Q1 | $1.04M | Sell |
3,169
-5,384
| -63% | -$1.87M | 0.02% | 1038 |
|
|
2024
Q4 | $2.79M | Sell |
8,553
-11,741
| -58% | -$3.47M | 0.05% | 485 |
|
|
2024
Q3 | $4.72M | Buy |
20,294
+15,821
| +354% | +$3.56M | 0.09% | 310 |
|
|
2024
Q2 | $1.25M | Sell |
4,473
-10,014
| -69% | -$2.72M | 0.03% | 780 |
|
|
2024
Q1 | $3.83M | Buy |
14,487
+2,900
| +25% | +$732K | 0.1% | 257 |
|
|
2023
Q4 | $2.64M | Buy |
11,587
+8,370
| +260% | +$1.88M | 0.08% | 363 |
|
|
2023
Q3 | $765K | Sell |
3,217
-3,960
| -55% | -$920K | 0.03% | 856 |
|
|
2023
Q2 | $1.56M | Sell |
7,177
-30,522
| -81% | -$6.11M | 0.06% | 458 |
|
|
2023
Q1 | $7.63M | Buy |
37,699
+24,437
| +184% | +$5.59M | 0.32% | 46 |
|
|
2022
Q4 | $2.87M | Buy |
+13,262
| New | +$3.1M | 0.17% | 117 |
|
|
2022
Q1 | – | Sell |
-4,165
| Closed | -$667K | – | 2120 |
|
|
2021
Q4 | $667K | Buy |
4,165
+2,525
| +154% | +$417K | 0.03% | 858 |
|
|
2021
Q3 | $257K | Sell |
1,640
-9,842
| -86% | -$1.41M | 0.01% | 1282 |
|
|
2021
Q2 | $1.55M | Buy |
11,482
+8,940
| +352% | +$1.3M | 0.1% | 253 |
|
|
2021
Q1 | $361K | Sell |
2,542
-639
| -20% | -$81.5K | 0.02% | 1204 |
|
|
2020
Q4 | $332K | Sell |
3,181
-3,926
| -55% | -$353K | 0.01% | 1237 |
|
|
2020
Q3 | $545K | Sell |
7,107
-11,902
| -63% | -$945K | 0.03% | 952 |
|
|
2020
Q2 | $1.49M | Buy |
19,009
+406
| +2% | +$27.1K | 0.08% | 408 |
|
|
2020
Q1 | $1.01M | Buy |
18,603
+1,420
| +8% | +$114K | 0.07% | 425 |
|
|
2019
Q4 | $1.58M | Buy |
17,183
+3,670
| +27% | +$315K | 0.07% | 441 |
|
|
2019
Q3 | $1.11M | Sell |
13,513
-42,159
| -76% | -$3.37M | 0.06% | 508 |
|
|
2019
Q2 | $4.54M | Sell |
55,672
-55,659
| -50% | -$4.4M | 0.25% | 97 |
|
|
2019
Q1 | $7.75M | Buy |
111,331
+3,096
| +3% | +$223K | 0.47% | 21 |
|
|
2018
Q4 | $6.61M | Buy |
108,235
+101,871
| +1,601% | +$6.21M | 0.53% | 25 |
|
|
2018
Q3 | $411K | Sell |
6,364
-51,888
| -89% | -$3.44M | 0.03% | 561 |
|
|
2018
Q2 | $3.82M | Buy |
58,252
+5,893
| +11% | +$387K | 0.3% | 102 |
|
|
2018
Q1 | $3.2M | Buy |
+52,359
| New | +$3.25M | 0.21% | 152 |
|
|
2017
Q4 | – | Sell |
-54,410
| Closed | -$2.81M | – | 795 |
|
|
2017
Q3 | $2.81M | Buy |
54,410
+10,250
| +23% | +$472K | 0.24% | 131 |
|
|
2017
Q2 | $1.88M | Sell |
44,160
-35,292
| -44% | -$1.43M | 0.17% | 234 |
|
|
2017
Q1 | $3.17M | Buy |
79,452
+1,316
| +2% | +$51.7K | 0.31% | 109 |
|
|
2016
Q4 | $2.75M | Buy |
78,136
+54,648
| +233% | +$1.91M | 0.3% | 123 |
|
|
2016
Q3 | $703K | Sell |
23,488
-48,749
| -67% | -$1.32M | 0.07% | 401 |
|
|
2016
Q2 | $1.63M | Buy |
+72,237
| New | +$1.81M | 0.12% | 322 |
|
|
2015
Q3 | – | Sell |
-65,223
| Closed | -$3.03M | – | 825 |
|
|
2015
Q2 | $3.03M | Buy |
65,223
+36,859
| +130% | +$1.59M | 0.3% | 47 |
|
|
2015
Q1 | $1.24M | Buy |
28,364
+22,384
| +374% | +$989K | 0.17% | 205 |
|
|
2014
Q4 | $266K | Buy |
+5,980
| New | +$257K | 0.08% | 499 |
|
Other funds holding LPLA
LPC
