Fairview Capital Investment 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 | $146M | Sell |
|
|||||
|
2025
Q2 | $167M | Sell |
|
|||||
|
2025
Q1 | $154M | Sell |
|
|||||
|
2024
Q4 | $156M | Sell |
|
|||||
|
2024
Q3 | $113M | Sell |
|
|||||
|
2024
Q2 | $136M | Sell |
|
|||||
|
2024
Q1 | $132M | Sell |
|
|||||
|
2023
Q4 | $114M | Sell |
|
|||||
|
2023
Q3 | $121M | Sell |
|
|||||
|
2023
Q2 | $112M | Sell |
|
|||||
|
2023
Q1 | $106M | Sell |
|
|||||
|
2022
Q4 | $116M | Sell |
|
|||||
|
2022
Q3 | $119M | Sell |
|
|||||
|
2022
Q2 | $102M | Sell |
|
|||||
|
2022
Q1 | $109M | Sell |
|
|||||
|
2021
Q4 | $100M | Sell |
|
|||||
|
2021
Q3 | $100M | Sell |
|
|||||
|
2021
Q2 | $86.2M | Sell |
|
|||||
|
2021
Q1 | $200M | Sell |
|
|||||
|
2020
Q4 | $147M | Sell |
|
|||||
|
2020
Q3 | $137M | Sell |
|
|||||
|
2020
Q2 | $154M | Sell |
|
|||||
|
2020
Q1 | $112M | Buy |
|
|||||
|
2019
Q4 | $132M | Buy |
|
|||||
|
2019
Q3 | $117M | Sell |
|
|||||
|
2019
Q2 | $123M | Buy |
|
|||||
|
2019
Q1 | $103M | Sell |
|
|||||
|
2018
Q4 | $143M | Buy |
|
|||||
|
2018
Q3 | $133M | Sell |
|
|||||
|
2018
Q2 | $136M | Sell |
|
|||||
|
2018
Q1 | $148M | Sell |
|
|||||
|
2017
Q4 | $197M | Sell |
|
|||||
|
2017
Q3 | $203M | Sell |
|
|||||
|
2017
Q2 | $185M | Sell |
|
|||||
|
2017
Q1 | $174M | Sell |
|
|||||
|
2016
Q4 | $164M | Sell |
|
|||||
|
2016
Q3 | $174M | Sell |
|
|||||
|
2016
Q2 | $132M | Buy |
|
|||||
|
2016
Q1 | $123M | Buy |
|
|||||
|
2015
Q4 | $154M | Buy |
|
|||||
|
2015
Q3 | $140M | Buy |
|
|||||
|
2015
Q2 | $160M | Buy |
|
|||||
|
2015
Q1 | $150M | Buy |
|
|||||
|
2014
Q4 | $152M | Buy |
|
|||||
|
2014
Q3 | $141M | Buy |
|
|||||
|
2014
Q2 | $123M | Buy |
|
|||||
|
2014
Q1 | $127M | Sell |
|
|||||
|
2013
Q4 | $114M | Sell |
|
|||||
|
2013
Q3 | $93M | Buy |
|
|||||
|
2013
Q2 | $87.4M | Buy |
|