Fort Washington Investment Advisors’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 | $26M | Buy |
69,247
+3,322
| +5% | +$1.25M | 0.15% | 134 |
|
|
2025
Q1 | $21.6M | Sell |
65,925
-140
| -0.2% | -$45.8K | 0.13% | 152 |
|
|
2024
Q4 | $21.6M | Sell |
66,065
-1,401
| -2% | -$457K | 0.13% | 151 |
|
|
2024
Q3 | $15.7M | Buy |
67,466
+13,214
| +24% | +$3.07M | 0.1% | 191 |
|
|
2024
Q2 | $15.2M | Sell |
54,252
-148
| -0.3% | -$41.3K | 0.1% | 169 |
|
|
2024
Q1 | $14.4M | Sell |
54,400
-16,870
| -24% | -$4.46M | 0.09% | 184 |
|
|
2023
Q4 | $16.2M | Sell |
71,270
-29
| -0% | -$6.6K | 0.11% | 179 |
|
|
2023
Q3 | $16.9M | Hold |
71,299
| – | – | 0.13% | 145 |
|
|
2023
Q2 | $15.5M | Sell |
71,299
-15
| -0% | -$3.26K | 0.11% | 161 |
|
|
2023
Q1 | $14.4M | Hold |
71,314
| – | – | 0.11% | 159 |
|
|
2022
Q4 | $15.4M | Sell |
71,314
-44,659
| -39% | -$9.65M | 0.12% | 148 |
|
|
2022
Q3 | $25.3M | Sell |
115,973
-88,151
| -43% | -$19.3M | 0.21% | 113 |
|
|
2022
Q2 | $37.7M | Hold |
204,124
| – | – | 0.29% | 93 |
|
|
2022
Q1 | $37.3M | Buy |
204,124
+4,432
| +2% | +$810K | 0.24% | 106 |
|
|
2021
Q4 | $32M | Buy |
199,692
+1,941
| +1% | +$311K | 0.19% | 116 |
|
|
2021
Q3 | $31M | Sell |
197,751
-5,266
| -3% | -$825K | 0.2% | 112 |
|
|
2021
Q2 | $27.4M | Buy |
203,017
+8,904
| +5% | +$1.2M | 0.24% | 71 |
|
|
2021
Q1 | $27.6M | Buy |
+194,113
| New | +$27.6M | 0.27% | 67 |
|