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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $132M | Sell |
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|
2025
Q2 | $155M | Buy |
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|
2025
Q1 | $126M | Buy |
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|
2024
Q4 | $109M | Buy |
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|
2024
Q3 | $73.7M | Sell |
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|
2024
Q2 | $91.9M | Buy |
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|
2024
Q1 | $86.5M | Buy |
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|
2023
Q4 | $69.8M | Sell |
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|
2023
Q3 | $80.3M | Buy |
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|
2023
Q2 | $59.9M | Sell |
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|
2023
Q1 | $47.1M | Buy |
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|
2022
Q4 | $54.7M | Sell |
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|
2022
Q3 | $59M | Buy |
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|
2022
Q2 | $42.6M | Buy |
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|
2022
Q1 | $27M | Buy |
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|
2021
Q4 | $20.8M | Buy |
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|
2021
Q3 | $19.4M | Buy |
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|
2021
Q2 | $16.1M | Buy |
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|
2021
Q1 | $15.6M | Buy |
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|
2020
Q4 | $2.58M | Buy |
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|
2020
Q3 | $1.9M | Buy |
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|
2020
Q2 | $1.84M | Sell |
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|
2020
Q1 | $3.71M | Sell |
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|
2019
Q4 | $10.2M | Buy |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $2.02M | Sell |
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|
2019
Q1 | $2.03M | Buy |
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|
2018
Q4 | $1.29M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $66K | Hold |
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|
2018
Q1 | $61K | Sell |
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|
2017
Q4 | $61K | Buy |
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $43K | Hold |
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|
2017
Q1 | $39K | Hold |
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|
2016
Q4 | $35K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $75K | Sell |
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|
2015
Q3 | $96K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1K | Sell |
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|
2014
Q3 | $2K | Buy |
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|
2014
Q2 | $1K | Sell |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $1K | Hold |
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|
2013
Q2 | $1K | Buy |
|