Epoch Investment Partners’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
Q2 | $217M | Sell |
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|
2025
Q1 | $192M | Sell |
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|
2024
Q4 | $237M | Buy |
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|
2024
Q3 | $163M | Buy |
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|
2024
Q2 | $181M | Sell |
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|
2024
Q1 | $245M | Buy |
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|
2023
Q4 | $176M | Buy |
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|
2023
Q3 | $97.4M | Sell |
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|
2023
Q2 | $91.4M | Buy |
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|
2023
Q1 | $37.9M | Sell |
|
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|
2022
Q4 | $41.1M | Sell |
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|
2022
Q3 | $63.9M | Sell |
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|
2022
Q2 | $61.9M | Buy |
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|
2022
Q1 | $60.7M | Sell |
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|
2021
Q4 | $60.2M | Sell |
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|
2021
Q3 | $62.4M | Buy |
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|
2021
Q2 | $52.1M | Buy |
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|
2021
Q1 | $53.9M | Sell |
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|
2020
Q4 | $62.3M | Buy |
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|
2020
Q3 | $21.3M | Buy |
|