Federated Hermes’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 | $4.11M | Sell |
10,971
-2,572
| -19% | -$964K | 0.01% | 772 |
|
|
2025
Q1 | $4.43M | Sell |
13,543
-44
| -0.3% | -$14.4K | 0.01% | 738 |
|
|
2024
Q4 | $4.44M | Buy |
13,587
+2
| +0% | +$653 | 0.01% | 741 |
|
|
2024
Q3 | $3.16M | Hold |
13,585
| – | – | 0.01% | 829 |
|
|
2024
Q2 | $3.79M | Buy |
13,585
+2,616
| +24% | +$731K | 0.01% | 780 |
|
|
2024
Q1 | $2.9M | Sell |
10,969
-701
| -6% | -$185K | 0.01% | 841 |
|
|
2023
Q4 | $2.66M | Buy |
11,670
+5,264
| +82% | +$1.2M | 0.01% | 876 |
|
|
2023
Q3 | $1.52M | Sell |
6,406
-210
| -3% | -$49.9K | ﹤0.01% | 994 |
|
|
2023
Q2 | $1.44M | Sell |
6,616
-28,983
| -81% | -$6.3M | ﹤0.01% | 1055 |
|
|
2023
Q1 | $7.21M | Sell |
35,599
-72,469
| -67% | -$14.7M | 0.02% | 622 |
|
|
2022
Q4 | $23.4M | Sell |
108,068
-15,528
| -13% | -$3.36M | 0.06% | 344 |
|
|
2022
Q3 | $27M | Sell |
123,596
-14,580
| -11% | -$3.19M | 0.08% | 312 |
|
|
2022
Q2 | $25.5M | Sell |
138,176
-132,361
| -49% | -$24.4M | 0.07% | 331 |
|
|
2022
Q1 | $49.4M | Sell |
270,537
-46,677
| -15% | -$8.53M | 0.11% | 228 |
|
|
2021
Q4 | $50.8M | Sell |
317,214
-5,001
| -2% | -$801K | 0.09% | 271 |
|
|
2021
Q3 | $50.5M | Sell |
322,215
-7,481
| -2% | -$1.17M | 0.1% | 263 |
|
|
2021
Q2 | $44.5M | Sell |
329,696
-23,860
| -7% | -$3.22M | 0.08% | 303 |
|
|
2021
Q1 | $50.3M | Buy |
353,556
+3,638
| +1% | +$517K | 0.1% | 269 |
|
|
2020
Q4 | $36.5M | Sell |
349,918
-3,108
| -0.9% | -$324K | 0.07% | 313 |
|
|
2020
Q3 | $27.1M | Buy |
353,026
+27,417
| +8% | +$2.1M | 0.06% | 346 |
|
|
2020
Q2 | $25.5M | Buy |
325,609
+130,480
| +67% | +$10.2M | 0.06% | 336 |
|
|
2020
Q1 | $10.6M | Buy |
195,129
+114,926
| +143% | +$6.26M | 0.03% | 458 |
|
|
2019
Q4 | $7.4M | Sell |
80,203
-139,080
| -63% | -$12.8M | 0.02% | 664 |
|
|
2019
Q3 | $18M | Sell |
219,283
-53,607
| -20% | -$4.39M | 0.04% | 395 |
|
|
2019
Q2 | $22.3M | Sell |
272,890
-15,191
| -5% | -$1.24M | 0.05% | 323 |
|
|
2019
Q1 | $20.1M | Buy |
288,081
+55,326
| +24% | +$3.85M | 0.05% | 345 |
|
|
2018
Q4 | $14.2M | Sell |
232,755
-222,904
| -49% | -$13.6M | 0.04% | 387 |
|
|
2018
Q3 | $29.4M | Buy |
455,659
+45,084
| +11% | +$2.91M | 0.07% | 270 |
|
|
2018
Q2 | $26.9M | Buy |
410,575
+216,682
| +112% | +$14.2M | 0.08% | 199 |
|
|
2018
Q1 | $11.8M | Buy |
193,893
+27,601
| +17% | +$1.69M | 0.03% | 381 |
|
|
2017
Q4 | $9.5M | Buy |
+166,292
| New | +$9.5M | 0.03% | 448 |
|
|
2016
Q3 | – | Sell |
-225,485
| Closed | -$5.08M | – | 2145 |
|
|
2016
Q2 | $5.08M | Buy |
225,485
+142,948
| +173% | +$3.22M | 0.01% | 553 |
|
|
2016
Q1 | $2.05M | Buy |
+82,537
| New | +$2.05M | 0.01% | 832 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | -$1K | – | 2018 |
|
|
2015
Q1 | $1K | Sell |
10
-310
| -97% | -$31K | ﹤0.01% | 1968 |
|
|
2014
Q4 | $14K | Sell |
320
-16,947
| -98% | -$741K | ﹤0.01% | 1721 |
|
|
2014
Q3 | $795K | Sell |
17,267
-1,460
| -8% | -$67.2K | ﹤0.01% | 1249 |
|
|
2014
Q2 | $932K | Sell |
18,727
-33,768
| -64% | -$1.68M | ﹤0.01% | 1201 |
|
|
2014
Q1 | $2.76M | Buy |
+52,495
| New | +$2.76M | 0.01% | 842 |
|