First Pacific Advisors’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
Q2 | $166M | Sell |
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|
2025
Q1 | $150M | Sell |
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|
2024
Q4 | $150M | Sell |
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|
2024
Q3 | $107M | Sell |
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|
2024
Q2 | $128M | Sell |
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|
2024
Q1 | $121M | Sell |
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|
2023
Q4 | $105M | Sell |
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|
2023
Q3 | $114M | Sell |
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|
2023
Q2 | $105M | Sell |
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|
2023
Q1 | $97.5M | Sell |
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|
2022
Q4 | $107M | Sell |
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|
2022
Q3 | $122M | Sell |
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|
2022
Q2 | $104M | Sell |
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|
2022
Q1 | $116M | Sell |
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|
2021
Q4 | $111M | Sell |
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|
2021
Q3 | $114M | Sell |
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|
2021
Q2 | $108M | Sell |
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|
2021
Q1 | $123M | Sell |
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|
2020
Q4 | $115M | Sell |
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|
2020
Q3 | $105M | Sell |
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|
2020
Q2 | $110M | Sell |
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|
2020
Q1 | $89.4M | Sell |
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|
2019
Q4 | $175M | Sell |
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|
2019
Q3 | $214M | Sell |
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|
2019
Q2 | $237M | Sell |
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|
2019
Q1 | $204M | Sell |
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|
2018
Q4 | $210M | Sell |
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|
2018
Q3 | $224M | Sell |
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|
2018
Q2 | $228M | Sell |
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|
2018
Q1 | $237M | Sell |
|
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|
2017
Q4 | $241M | Sell |
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|
2017
Q3 | $234M | Sell |
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|
2017
Q2 | $193M | Sell |
|
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|
2017
Q1 | $182M | Sell |
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|
2016
Q4 | $161M | Buy |
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|
2016
Q3 | $137M | Buy |
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|
2016
Q2 | $103M | Sell |
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|
2016
Q1 | $121M | Buy |
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|
2015
Q4 | $192M | Buy |
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|
2015
Q3 | $175M | Buy |
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|
2015
Q2 | $124M | Buy |
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