Ensign Peak Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7M | Buy |
100,582
+52,598
| +110% | +$19.7M | 0.06% | 222 |
|
|
2025
Q1 | $15.7M | Buy |
47,984
+220
| +0.5% | +$72K | 0.03% | 354 |
|
|
2024
Q4 | $15.6M | Sell |
47,764
-9,320
| -16% | -$3.04M | 0.03% | 363 |
|
|
2024
Q3 | $13.3M | Sell |
57,084
-18,522
| -24% | -$4.31M | 0.02% | 404 |
|
|
2024
Q2 | $21.1M | Buy |
75,606
+27,608
| +58% | +$7.71M | 0.04% | 308 |
|
|
2024
Q1 | $12.7M | Sell |
47,998
-1,042
| -2% | -$275K | 0.02% | 406 |
|
|
2023
Q4 | $11.2M | Sell |
49,040
-10,405
| -18% | -$2.37M | 0.02% | 406 |
|
|
2023
Q3 | $14.1M | Buy |
59,445
+15,420
| +35% | +$3.66M | 0.03% | 319 |
|
|
2023
Q2 | $9.57M | Buy |
44,025
+1,030
| +2% | +$224K | 0.02% | 424 |
|
|
2023
Q1 | $8.7M | Sell |
42,995
-6,951
| -14% | -$1.41M | 0.02% | 434 |
|
|
2022
Q4 | $10.8M | Buy |
49,946
+25,936
| +108% | +$5.61M | 0.02% | 392 |
|
|
2022
Q3 | $5.25M | Buy |
24,010
+4,710
| +24% | +$1.03M | 0.01% | 516 |
|
|
2022
Q2 | $3.56M | Buy |
19,300
+2,110
| +12% | +$389K | 0.01% | 617 |
|
|
2022
Q1 | $3.14M | Hold |
17,190
| – | – | 0.01% | 717 |
|
|
2021
Q4 | $2.75M | Buy |
+17,190
| New | +$2.75M | 0.01% | 848 |
|
|
2021
Q3 | – | Sell |
-1,695
| Closed | -$229K | – | 1867 |
|
|
2021
Q2 | $229K | Sell |
1,695
-3,515
| -67% | -$475K | ﹤0.01% | 1709 |
|
|
2021
Q1 | $741K | Buy |
5,210
+2,602
| +100% | +$370K | ﹤0.01% | 1514 |
|
|
2020
Q4 | $272K | Sell |
2,608
-13,152
| -83% | -$1.37M | ﹤0.01% | 1689 |
|
|
2020
Q3 | $1.21M | Buy |
15,760
+9,560
| +154% | +$733K | ﹤0.01% | 1228 |
|
|
2020
Q2 | $486K | Sell |
6,200
-9,200
| -60% | -$721K | ﹤0.01% | 1472 |
|
|
2020
Q1 | $838K | Sell |
15,400
-43,340
| -74% | -$2.36M | ﹤0.01% | 1238 |
|
|
2019
Q4 | $5.42M | Buy |
+58,740
| New | +$5.42M | 0.01% | 618 |
|