Gateway Investment Advisers’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 | $1.32M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $937K | Sell |
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|
2024
Q3 | $905K | Hold |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $1.19M | Hold |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $4.02M | Buy |
|