Envestnet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $101M | Sell |
336,764
-16,176
| -5% | -$5.43M | 0.03% | 528 |
|
|
2025
Q4 | $126M | Sell |
352,940
-44,415
| -11% | -$15.7M | 0.04% | 431 |
|
|
2025
Q3 | $132M | Sell |
397,355
-15,323
| -4% | -$5.55M | 0.04% | 429 |
|
|
2025
Q2 | $155M | Buy |
412,678
+28,196
| +7% | +$9.88M | 0.05% | 374 |
|
|
2025
Q1 | $126M | Buy |
384,482
+50,558
| +15% | +$17.6M | 0.04% | 392 |
|
|
2024
Q4 | $109M | Buy |
333,924
+17,254
| +5% | +$5.1M | 0.04% | 445 |
|
|
2024
Q3 | $73.7M | Sell |
316,670
-12,293
| -4% | -$2.77M | 0.02% | 577 |
|
|
2024
Q2 | $91.9M | Buy |
328,963
+1,611
| +0.5% | +$437K | 0.03% | 477 |
|
|
2024
Q1 | $86.5M | Buy |
327,352
+20,597
| +7% | +$5.2M | 0.03% | 480 |
|
|
2023
Q4 | $69.8M | Sell |
306,755
-30,944
| -9% | -$6.96M | 0.03% | 490 |
|
|
2023
Q3 | $80.3M | Buy |
337,699
+62,431
| +23% | +$14.5M | 0.04% | 441 |
|
|
2023
Q2 | $59.9M | Sell |
275,268
-230,280
| -46% | -$46.1M | 0.03% | 483 |
|
|
2023
Q1 | $47.1M | Buy |
505,548
+252,465
| +100% | +$57.7M | 0.02% | 522 |
|
|
2022
Q4 | $54.7M | Sell |
253,083
-16,914
| -6% | -$3.95M | 0.03% | 460 |
|
|
2022
Q3 | $59M | Buy |
269,997
+38,904
| +17% | +$8.27M | 0.03% | 394 |
|
|
2022
Q2 | $42.6M | Buy |
231,093
+83,083
| +56% | +$15.8M | 0.02% | 492 |
|
|
2022
Q1 | $27M | Buy |
148,010
+17,877
| +14% | +$3.11M | 0.01% | 713 |
|
|
2021
Q4 | $20.8M | Buy |
130,133
+6,449
| +5% | +$1.06M | 0.01% | 827 |
|
|
2021
Q3 | $19.4M | Buy |
123,684
+4,611
| +4% | +$662K | 0.01% | 807 |
|
|
2021
Q2 | $16.1M | Buy |
119,073
+9,541
| +9% | +$1.39M | 0.01% | 879 |
|
|
2021
Q1 | $15.6M | Buy |
109,532
+84,724
| +342% | +$10.8M | 0.01% | 824 |
|
|
2020
Q4 | $2.58M | Buy |
24,808
+60
| +0.2% | +$5.39K | ﹤0.01% | 1611 |
|
|
2020
Q3 | $1.9M | Buy |
24,748
+1,294
| +6% | +$103K | ﹤0.01% | 1643 |
|
|
2020
Q2 | $1.84M | Sell |
23,454
-44,771
| -66% | -$2.99M | ﹤0.01% | 1616 |
|
|
2020
Q1 | $3.71M | Sell |
68,225
-42,105
| -38% | -$3.39M | ﹤0.01% | 1136 |
|
|
2019
Q4 | $10.2M | Buy |
110,330
+94,857
| +613% | +$8.14M | 0.01% | 801 |
|
|
2019
Q3 | $1.27M | Sell |
15,473
-9,244
| -37% | -$740K | ﹤0.01% | 1803 |
|
|
2019
Q2 | $2.02M | Sell |
24,717
-4,441
| -15% | -$351K | ﹤0.01% | 1551 |
|
|
2019
Q1 | $2.03M | Buy |
29,158
+7,986
| +38% | +$576K | ﹤0.01% | 1467 |
|
|
2018
Q4 | $1.29M | Buy |
+21,172
| New | +$1.29M | ﹤0.01% | 1573 |
|
|
2018
Q3 | – | Sell |
-1,005
| Closed | -$66K | – | 2018 |
|
|
2018
Q2 | $66K | Hold |
1,005
| – | – | ﹤0.01% | 2120 |
|
|
2018
Q1 | $61K | Sell |
1,005
-59
| -6% | -$3.66K | ﹤0.01% | 2083 |
|
|
2017
Q4 | $61K | Buy |
1,064
+887
| +501% | +$46.7K | ﹤0.01% | 2259 |
|
|
2017
Q3 | $9K | Sell |
177
-815
| -82% | -$37.5K | ﹤0.01% | 2615 |
|
|
2017
Q2 | $43K | Hold |
992
| – | – | ﹤0.01% | 2407 |
|
|
2017
Q1 | $39K | Hold |
992
| – | – | ﹤0.01% | 2495 |
|
|
2016
Q4 | $35K | Buy |
+992
| New | +$34.7K | ﹤0.01% | 2535 |
|
|
2016
Q1 | – | Sell |
-1,754
| Closed | -$75K | – | 3130 |
|
|
2015
Q4 | $75K | Sell |
1,754
-668
| -28% | -$28.5K | ﹤0.01% | 2486 |
|
|
2015
Q3 | $96K | Buy |
+2,422
| New | +$104K | ﹤0.01% | 2363 |
|
|
2015
Q1 | – | Sell |
-16
| Closed | -$1K | – | 2253 |
|
|
2014
Q4 | $1K | Sell |
16
-28
| -64% | -$1.2K | ﹤0.01% | 2401 |
|
|
2014
Q3 | $2K | Buy |
44
+16
| +57% | +$771 | ﹤0.01% | 2514 |
|
|
2014
Q2 | $1K | Sell |
28
-11
| -28% | -$533 | ﹤0.01% | 2599 |
|
|
2014
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 2300 |
|
|
2013
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 2244 |
|
|
2013
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 2289 |
|
|
2013
Q2 | $1K | Buy |
+39
| New | +$1.4K | ﹤0.01% | 2217 |
|
Other funds holding LPLA
VPM
VCM
SC
