Grantham, Mayo, Van Otterloo & Co (GMO)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
+1,100
| New | +$412K | ﹤0.01% | 547 |
|
|
2023
Q1 | – | Sell |
-2,200
| Closed | -$476K | – | 742 |
|
|
2022
Q4 | $476K | Buy |
+2,200
| New | +$476K | ﹤0.01% | 585 |
|
|
2020
Q2 | – | Sell |
-20,100
| Closed | -$1.09M | – | 797 |
|
|
2020
Q1 | $1.09M | Buy |
20,100
+5,400
| +37% | +$294K | 0.01% | 479 |
|
|
2019
Q4 | $1.36M | Sell |
14,700
-7,900
| -35% | -$729K | 0.01% | 463 |
|
|
2019
Q3 | $1.85M | Sell |
22,600
-5,700
| -20% | -$467K | 0.01% | 443 |
|
|
2019
Q2 | $2.31M | Buy |
28,300
+1,000
| +4% | +$81.6K | 0.02% | 421 |
|
|
2019
Q1 | $1.9M | Buy |
+27,300
| New | +$1.9M | 0.01% | 400 |
|
|
2018
Q2 | – | Sell |
-3,600
| Closed | -$220K | – | 571 |
|
|
2018
Q1 | $220K | Sell |
3,600
-1,100
| -23% | -$67.2K | ﹤0.01% | 529 |
|
|
2017
Q4 | $269K | Sell |
4,700
-32,500
| -87% | -$1.86M | ﹤0.01% | 518 |
|
|
2017
Q3 | $1.92M | Buy |
+37,200
| New | +$1.92M | 0.01% | 307 |
|