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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $118M | Sell |
391,686
-22,058
| -5% | -$7.4M | 6.4% | 3 |
|
|
2025
Q4 | $148M | Sell |
413,744
-24,161
| -6% | -$8.55M | 7.59% | 2 |
|
|
2025
Q3 | $146M | Sell |
437,905
-7,220
| -2% | -$2.62M | 7.4% | 1 |
|
|
2025
Q2 | $167M | Sell |
445,125
-24,833
| -5% | -$8.7M | 8.64% | 1 |
|
|
2025
Q1 | $154M | Sell |
469,958
-8,044
| -2% | -$2.8M | 8.15% | 1 |
|
|
2024
Q4 | $156M | Sell |
478,002
-7,944
| -2% | -$2.35M | 8.09% | 1 |
|
|
2024
Q3 | $113M | Sell |
485,946
-873
| -0.2% | -$197K | 6.11% | 1 |
|
|
2024
Q2 | $136M | Sell |
486,819
-12,100
| -2% | -$3.28M | 7.65% | 1 |
|
|
2024
Q1 | $132M | Sell |
498,919
-3,362
| -0.7% | -$849K | 7.43% | 1 |
|
|
2023
Q4 | $114M | Sell |
502,281
-5,844
| -1% | -$1.31M | 6.81% | 1 |
|
|
2023
Q3 | $121M | Sell |
508,125
-5,613
| -1% | -$1.3M | 7.73% | 1 |
|
|
2023
Q2 | $112M | Sell |
513,738
-11,389
| -2% | -$2.28M | 7.06% | 1 |
|
|
2023
Q1 | $106M | Sell |
525,127
-9,588
| -2% | -$2.19M | 6.94% | 1 |
|
|
2022
Q4 | $116M | Sell |
534,715
-9,966
| -2% | -$2.33M | 7.91% | 1 |
|
|
2022
Q3 | $119M | Sell |
544,681
-6,257
| -1% | -$1.33M | 8.5% | 1 |
|
|
2022
Q2 | $102M | Sell |
550,938
-46,617
| -8% | -$8.85M | 7.05% | 1 |
|
|
2022
Q1 | $109M | Sell |
597,555
-29,259
| -5% | -$5.1M | 6.8% | 2 |
|
|
2021
Q4 | $100M | Sell |
626,814
-10,850
| -2% | -$1.79M | 6.43% | 1 |
|
|
2021
Q3 | $100M | Sell |
637,664
-834
| -0.1% | -$120K | 6.82% | 1 |
|
|
2021
Q2 | $86.2M | Sell |
638,498
-765,983
| -55% | -$111M | 5.93% | 1 |
|
|
2021
Q1 | $200M | Sell |
1,404,481
-8,514
| -0.6% | -$1.09M | 7.18% | 2 |
|
|
2020
Q4 | $147M | Sell |
1,412,995
-376,555
| -21% | -$33.8M | 6.04% | 3 |
|
|
2020
Q3 | $137M | Sell |
1,789,550
-179,693
| -9% | -$14.3M | 6.44% | 2 |
|
|
2020
Q2 | $154M | Sell |
1,969,243
-92,310
| -4% | -$6.17M | 7.47% | 3 |
|
|
2020
Q1 | $112M | Buy |
2,061,553
+630,173
| +44% | +$50.8M | 6.66% | 3 |
|
|
2019
Q4 | $132M | Buy |
1,431,380
+4,790
| +0.3% | +$411K | 6.49% | 3 |
|
|
2019
Q3 | $117M | Sell |
1,426,590
-84,410
| -6% | -$6.76M | 5.79% | 4 |
|
|
2019
Q2 | $123M | Buy |
1,511,000
+31,799
| +2% | +$2.52M | 6.2% | 3 |
|
|
2019
Q1 | $103M | Sell |
1,479,201
-863,498
| -37% | -$62.2M | 5.51% | 3 |
|
|
2018
Q4 | $143M | Buy |
2,342,699
+283,319
| +14% | +$17.3M | 8.51% | 1 |
|
|
2018
Q3 | $133M | Sell |
2,059,380
-15,603
| -0.8% | -$1.03M | 7.49% | 1 |
|
|
2018
Q2 | $136M | Sell |
2,074,983
-340,500
| -14% | -$22.4M | 7.94% | 1 |
|
|
2018
Q1 | $148M | Sell |
2,415,483
-1,034,820
| -30% | -$64.1M | 9.29% | 1 |
|
|
2017
Q4 | $197M | Sell |
3,450,303
-481,398
| -12% | -$25.3M | 11.96% | 1 |
|
|
2017
Q3 | $203M | Sell |
3,931,701
-413,607
| -10% | -$19M | 12.76% | 1 |
|
|
2017
Q2 | $185M | Sell |
4,345,308
-16,625
| -0.4% | -$675K | 12.09% | 1 |
|
|
2017
Q1 | $174M | Sell |
4,361,933
-297,239
| -6% | -$11.7M | 12.41% | 1 |
|
|
2016
Q4 | $164M | Sell |
4,659,172
-1,153,598
| -20% | -$40.3M | 12.16% | 1 |
|
|
2016
Q3 | $174M | Sell |
5,812,770
-25,542
| -0.4% | -$691K | 13.28% | 1 |
|
|
2016
Q2 | $132M | Buy |
5,838,312
+867,650
| +17% | +$21.8M | 10.69% | 2 |
|
|
2016
Q1 | $123M | Buy |
4,970,662
+1,361,273
| +38% | +$36.7M | 10.2% | 3 |
|
|
2015
Q4 | $154M | Buy |
3,609,389
+95,254
| +3% | +$4.06M | 13.04% | 1 |
|
|
2015
Q3 | $140M | Buy |
3,514,135
+77,011
| +2% | +$3.31M | 12.34% | 1 |
|
|
2015
Q2 | $160M | Buy |
3,437,124
+19,700
| +0.6% | +$852K | 13.27% | 1 |
|
|
2015
Q1 | $150M | Buy |
3,417,424
+3,800
| +0.1% | +$168K | 12.07% | 1 |
|
|
2014
Q4 | $152M | Buy |
3,413,624
+350,000
| +11% | +$15.1M | 12.19% | 1 |
|
|
2014
Q3 | $141M | Buy |
3,063,624
+580,800
| +23% | +$28M | 11.42% | 2 |
|
|
2014
Q2 | $123M | Buy |
2,482,824
+62,800
| +3% | +$3.05M | 10.05% | 2 |
|
|
2014
Q1 | $127M | Sell |
2,420,024
-3,100
| -0.1% | -$164K | 10.72% | 2 |
|
|
2013
Q4 | $114M | Sell |
2,423,124
-5,600
| -0.2% | -$235K | 9.96% | 1 |
|
|
2013
Q3 | $93M | Buy |
2,428,724
+115,361
| +5% | +$4.41M | 8.87% | 1 |
|
|
2013
Q2 | $87.4M | Buy |
+2,313,363
| New | +$82.7M | 8.99% | 1 |
|
Other funds holding LPLA
VPM
VCM
SC
