Gateway Investment Advisers’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
3,515
+337
| +11% | +$126K | 0.01% | 293 |
|
|
2025
Q1 | $1.04M | Buy |
3,178
+307
| +11% | +$100K | 0.01% | 322 |
|
|
2024
Q4 | $937K | Sell |
2,871
-1,019
| -26% | -$333K | 0.01% | 328 |
|
|
2024
Q3 | $905K | Hold |
3,890
| – | – | 0.01% | 336 |
|
|
2024
Q2 | $1.09M | Sell |
3,890
-1,189
| -23% | -$332K | 0.01% | 311 |
|
|
2024
Q1 | $1.34M | Buy |
5,079
+84
| +2% | +$22.2K | 0.02% | 302 |
|
|
2023
Q4 | $1.14M | Hold |
4,995
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $1.19M | Hold |
4,995
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $1.09M | Sell |
4,995
-5,329
| -52% | -$1.16M | 0.01% | 309 |
|
|
2023
Q1 | $2.09M | Sell |
10,324
-8,289
| -45% | -$1.68M | 0.03% | 287 |
|
|
2022
Q4 | $4.02M | Buy |
+18,613
| New | +$4.02M | 0.05% | 238 |
|