Gradient Investments’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
Q2
$3.28M Buy
11,655
+774
+7% +$232K 0.05% 221
2026
Q1
$3.27M Buy
10,881
+5,280
+94% +$1.77M 0.05% 220
2025
Q4
$2M Buy
5,601
+61
+1% +$21.6K 0.03% 203
2025
Q3
$1.84M Sell
5,540
-345
-6% -$125K 0.03% 200
2025
Q2
$2.21M Sell
5,885
-595
-9% -$208K 0.04% 180
2025
Q1
$2.12M Sell
6,480
-779
-11% -$271K 0.04% 175
2024
Q4
$2.37M Sell
7,259
-441
-6% -$130K 0.05% 164
2024
Q3
$1.79M Sell
7,700
-8,670
-53% -$1.95M 0.04% 169
2024
Q2
$4.57M Sell
16,370
-95
-0.6% -$25.8K 0.1% 150
2024
Q1
$4.35M Sell
16,465
-1,959
-11% -$494K 0.1% 150
2023
Q4
$4.19M Sell
18,424
-338
-2% -$76K 0.1% 151
2023
Q3
$4.46M Buy
18,762
+125
+0.7% +$29K 0.12% 135
2023
Q2
$4.05M Buy
18,637
+3,056
+20% +$612K 0.1% 143
2023
Q1
$3.15M Buy
15,581
+128
+0.8% +$29.3K 0.09% 149
2022
Q4
$3.34M Buy
15,453
+1,375
+10% +$321K 0.11% 149
2022
Q3
$3.08M Sell
14,078
-12,202
-46% -$2.6M 0.09% 150
2022
Q2
$4.85M Sell
26,280
-17,870
-40% -$3.39M 0.14% 141
2022
Q1
$8.06M Sell
44,150
-3,441
-7% -$599K 0.21% 123
2021
Q4
$7.62M Buy
+47,591
New +$7.85M 0.19% 131

Other funds holding LPLA