Ethic Inc’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
6,612
+1,130
| +21% | +$412K | 0.04% | 389 |
|
|
2025
Q1 | $1.84M | Buy |
5,482
+562
| +11% | +$188K | 0.04% | 434 |
|
|
2024
Q4 | $1.61M | Sell |
4,920
-237
| -5% | -$77.4K | 0.03% | 468 |
|
|
2024
Q3 | $1.36M | Sell |
5,157
-751
| -13% | -$198K | 0.03% | 487 |
|
|
2024
Q2 | $1.65M | Buy |
5,908
+751
| +15% | +$210K | 0.04% | 440 |
|
|
2024
Q1 | $1.36M | Buy |
5,157
+987
| +24% | +$261K | 0.03% | 487 |
|
|
2023
Q4 | $949K | Sell |
4,170
-742
| -15% | -$169K | 0.03% | 551 |
|
|
2023
Q3 | $1.17M | Buy |
4,912
+769
| +19% | +$183K | 0.04% | 441 |
|
|
2023
Q2 | $901K | Sell |
4,143
-717
| -15% | -$156K | 0.03% | 482 |
|
|
2023
Q1 | $984K | Buy |
4,860
+566
| +13% | +$115K | 0.04% | 454 |
|
|
2022
Q4 | $928K | Buy |
4,294
+462
| +12% | +$99.9K | 0.05% | 394 |
|
|
2022
Q3 | $837K | Buy |
3,832
+736
| +24% | +$161K | 0.06% | 368 |
|
|
2022
Q2 | $571K | Buy |
3,096
+1,185
| +62% | +$219K | 0.04% | 442 |
|
|
2022
Q1 | $349K | Sell |
1,911
-368
| -16% | -$67.2K | 0.02% | 562 |
|
|
2021
Q4 | $365K | Buy |
2,279
+479
| +27% | +$76.7K | 0.03% | 478 |
|
|
2021
Q3 | $282K | Buy |
1,800
+223
| +14% | +$34.9K | 0.03% | 495 |
|
|
2021
Q2 | $213K | Buy |
+1,577
| New | +$213K | 0.03% | 529 |
|