Geode Capital Management’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 | $645M | Buy |
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|
2025
Q1 | $510M | Buy |
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|
2024
Q4 | $476M | Buy |
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|
2024
Q3 | $334M | Buy |
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|
2024
Q2 | $391M | Buy |
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|
2024
Q1 | $361M | Buy |
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|
2023
Q4 | $307M | Buy |
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|
2023
Q3 | $316M | Buy |
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|
2023
Q2 | $286M | Sell |
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|
2023
Q1 | $295M | Buy |
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|
2022
Q4 | $286M | Buy |
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|
2022
Q3 | $243M | Buy |
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|
2022
Q2 | $198M | Buy |
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|
2022
Q1 | $194M | Sell |
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|
2021
Q4 | $177M | Sell |
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|
2021
Q3 | $174M | Sell |
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|
2021
Q2 | $176M | Sell |
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|
2021
Q1 | $188M | Sell |
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|
2020
Q4 | $138M | Sell |
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|
2020
Q3 | $105M | Buy |
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|
2020
Q2 | $105M | Sell |
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|
2020
Q1 | $75.1M | Buy |
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|
2019
Q4 | $123M | Sell |
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|
2019
Q3 | $114M | Buy |
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|
2019
Q2 | $111M | Buy |
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|
2019
Q1 | $93.5M | Buy |
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|
2018
Q4 | $72.8M | Buy |
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|
2018
Q3 | $64.5M | Buy |
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|
2018
Q2 | $63M | Buy |
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|
2018
Q1 | $55.5M | Buy |
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|
2017
Q4 | $47.1M | Sell |
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|
2017
Q3 | $46.4M | Buy |
|
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|
2017
Q2 | $28.3M | Sell |
|
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|
2017
Q1 | $27M | Buy |
|
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|
2016
Q4 | $21.5M | Buy |
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|
2016
Q3 | $16.4M | Buy |
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|
2016
Q2 | $11.8M | Buy |
|
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|
2016
Q1 | $12.5K | Buy |
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|
2015
Q4 | $21.2M | Buy |
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|
2015
Q3 | $18.7M | Sell |
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|
2015
Q2 | $25.1M | Buy |
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|
2015
Q1 | $18.7M | Buy |
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|
2014
Q4 | $18.1M | Buy |
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|
2014
Q3 | $18.4M | Buy |
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|
2014
Q2 | $19.5M | Sell |
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|
2014
Q1 | $22.6M | Buy |
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|
2013
Q4 | $18.5M | Buy |
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|
2013
Q3 | $13.2M | Buy |
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|
2013
Q2 | $7.58M | Buy |
|