Fidelity International’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
550
+378
| +220% | +$142K | ﹤0.01% | 852 |
|
|
2025
Q1 | $56.3K | Buy |
172
+5
| +3% | +$1.64K | ﹤0.01% | 868 |
|
|
2024
Q4 | $54.5K | Sell |
167
-2
| -1% | -$653 | ﹤0.01% | 874 |
|
|
2024
Q3 | $39.3K | Buy |
169
+28
| +20% | +$6.51K | ﹤0.01% | 905 |
|
|
2024
Q2 | $39.4K | Buy |
141
+48
| +52% | +$13.4K | ﹤0.01% | 866 |
|
|
2024
Q1 | $24.6K | Buy |
93
+12
| +15% | +$3.17K | ﹤0.01% | 821 |
|
|
2023
Q4 | $18.4K | Buy |
81
+20
| +33% | +$4.55K | ﹤0.01% | 794 |
|
|
2023
Q3 | $14.5K | Sell |
61
-182,218
| -100% | -$43.3M | ﹤0.01% | 762 |
|
|
2023
Q2 | $39.6M | Sell |
182,279
-29,431
| -14% | -$6.4M | 0.04% | 335 |
|
|
2023
Q1 | $42.9M | Sell |
211,710
-8,034
| -4% | -$1.63M | 0.05% | 311 |
|
|
2022
Q4 | $47.5M | Sell |
219,744
-50,725
| -19% | -$11M | 0.06% | 305 |
|
|
2022
Q3 | $59.1M | Sell |
270,469
-25,065
| -8% | -$5.48M | 0.08% | 254 |
|
|
2022
Q2 | $54.5M | Sell |
295,534
-35,085
| -11% | -$6.47M | 0.06% | 268 |
|
|
2022
Q1 | $60.4M | Buy |
+330,619
| New | +$60.4M | 0.06% | 277 |
|