Franklin Resources’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 | $121M | Buy |
402,014
+240,242
| +149% | +$80.6M | 0.03% | 388 |
|
|
2025
Q4 | $57.8M | Sell |
161,772
-7,015
| -4% | -$2.48M | 0.01% | 599 |
|
|
2025
Q3 | $56.2M | Buy |
168,787
+5,470
| +3% | +$1.98M | 0.01% | 599 |
|
|
2025
Q2 | $61.2M | Sell |
163,317
-4,031
| -2% | -$1.41M | 0.02% | 563 |
|
|
2025
Q1 | $54.7M | Buy |
167,348
+15,029
| +10% | +$5.23M | 0.02% | 574 |
|
|
2024
Q4 | $49.7M | Sell |
152,319
-107,600
| -41% | -$31.8M | 0.01% | 619 |
|
|
2024
Q3 | $64.9M | Sell |
259,919
-56,121
| -18% | -$12.6M | 0.02% | 521 |
|
|
2024
Q2 | $88.3M | Buy |
316,040
+11,993
| +4% | +$3.26M | 0.03% | 423 |
|
|
2024
Q1 | $80.3M | Buy |
304,047
+34,921
| +13% | +$8.81M | 0.03% | 437 |
|
|
2023
Q4 | $61.3M | Sell |
269,126
-817
| -0.3% | -$184K | 0.03% | 449 |
|
|
2023
Q3 | $64.2M | Buy |
269,943
+55,212
| +26% | +$12.8M | 0.03% | 436 |
|
|
2023
Q2 | $46.7M | Buy |
214,731
+12,023
| +6% | +$2.41M | 0.02% | 544 |
|
|
2023
Q1 | $41M | Sell |
202,708
-2,648
| -1% | -$605K | 0.02% | 584 |
|
|
2022
Q4 | $44.4M | Buy |
205,356
+108,645
| +112% | +$25.4M | 0.02% | 558 |
|
|
2022
Q3 | $21.1M | Buy |
96,711
+94,713
| +4,740% | +$20.1M | 0.01% | 753 |
|
|
2022
Q2 | $368K | Buy |
1,998
+450
| +29% | +$85.5K | ﹤0.01% | 1800 |
|
|
2022
Q1 | $283K | Sell |
1,548
-218
| -12% | -$38K | ﹤0.01% | 2039 |
|
|
2021
Q4 | $283K | Sell |
1,766
-10
| -0.6% | -$1.65K | ﹤0.01% | 2103 |
|
|
2021
Q3 | $278K | Hold |
1,776
| – | – | ﹤0.01% | 2112 |
|
|
2021
Q2 | $240K | Buy |
1,776
+317
| +22% | +$46.1K | ﹤0.01% | 1793 |
|
|
2021
Q1 | $207K | Buy |
+1,459
| New | +$186K | ﹤0.01% | 1807 |
|
|
2020
Q2 | – | Sell |
-28,584
| Closed | -$1.56M | – | 1712 |
|
|
2020
Q1 | $1.56M | Buy |
28,584
+2,620
| +10% | +$211K | ﹤0.01% | 1140 |
|
|
2019
Q4 | $2.4M | Buy |
+25,964
| New | +$2.23M | ﹤0.01% | 1141 |
|
|
2016
Q3 | – | Sell |
-112,050
| Closed | -$2.52M | – | 1510 |
|
|
2016
Q2 | $2.52M | Sell |
112,050
-722,206
| -87% | -$18.1M | ﹤0.01% | 1220 |
|
|
2016
Q1 | $20.7M | Sell |
834,256
-1,362
| -0.2% | -$36.8K | 0.01% | 802 |
|
|
2015
Q4 | $35.6M | Buy |
835,618
+12,647
| +2% | +$539K | 0.02% | 662 |
|
|
2015
Q3 | $32.7M | Buy |
822,971
+40,421
| +5% | +$1.74M | 0.02% | 699 |
|
|
2015
Q2 | $36.4M | Sell |
782,550
-636,730
| -45% | -$27.5M | 0.02% | 721 |
|
|
2015
Q1 | $62.3M | Buy |
1,419,280
+10,090
| +0.7% | +$446K | 0.03% | 531 |
|
|
2014
Q4 | $62.8M | Buy |
+1,409,190
| New | +$60.6M | 0.03% | 520 |
|
Other funds holding LPLA
VPM
VCM
SC
