Greenleaf Trust’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
Q1 | $2.73M | Sell |
9,088
-176
| -2% | -$59.1K | 0.03% | 159 |
|
|
2025
Q4 | $3.31M | Buy |
9,264
+2
| +0% | +$707 | 0.03% | 131 |
|
|
2025
Q3 | $3.08M | Sell |
9,262
-25
| -0.3% | -$9.06K | 0.03% | 139 |
|
|
2025
Q2 | $3.48M | Sell |
9,287
-108
| -1% | -$37.8K | 0.03% | 129 |
|
|
2025
Q1 | $3.07M | Buy |
9,395
+50
| +0.5% | +$17.4K | 0.03% | 144 |
|
|
2024
Q4 | $3.05M | Buy |
9,345
+22
| +0.2% | +$6.51K | 0.03% | 138 |
|
|
2024
Q3 | $2.17M | Buy |
+9,323
| New | +$2.1M | 0.02% | 183 |
|
|
2024
Q1 | – | Sell |
-1,899
| Closed | -$432K | – | 786 |
|
|
2023
Q4 | $432K | Sell |
1,899
-3
| -0.2% | -$674 | ﹤0.01% | 501 |
|
|
2023
Q3 | $452K | Buy |
1,902
+2
| +0.1% | +$464 | 0.01% | 464 |
|
|
2023
Q2 | $413K | Sell |
1,900
-187
| -9% | -$37.4K | ﹤0.01% | 496 |
|
|
2023
Q1 | $422K | Sell |
2,087
-8
| -0.4% | -$1.83K | ﹤0.01% | 498 |
|
|
2022
Q4 | $453K | Sell |
2,095
-1
| -0% | -$234 | 0.01% | 471 |
|
|
2022
Q3 | $458K | Sell |
2,096
-22
| -1% | -$4.68K | 0.01% | 426 |
|
|
2022
Q2 | $391K | Buy |
2,118
+175
| +9% | +$33.2K | 0.01% | 478 |
|
|
2022
Q1 | $355K | Buy |
1,943
+229
| +13% | +$39.9K | ﹤0.01% | 530 |
|
|
2021
Q4 | $274K | Buy |
1,714
+44
| +3% | +$7.26K | ﹤0.01% | 631 |
|
|
2021
Q3 | $262K | Hold |
1,670
| – | – | ﹤0.01% | 614 |
|
|
2021
Q2 | $225K | Hold |
1,670
| – | – | ﹤0.01% | 668 |
|
|
2021
Q1 | $237K | Buy |
+1,670
| New | +$213K | ﹤0.01% | 629 |
|
|
2020
Q2 | – | Sell |
-4,276
| Closed | -$233K | – | 579 |
|
|
2020
Q1 | $233K | Buy |
4,276
+18
| +0.4% | +$1.45K | ﹤0.01% | 394 |
|
|
2019
Q4 | $393K | Hold |
4,258
| – | – | 0.01% | 345 |
|
|
2019
Q3 | $349K | Hold |
4,258
| – | – | 0.01% | 369 |
|
|
2019
Q2 | $347K | Hold |
4,258
| – | – | 0.01% | 370 |
|
|
2019
Q1 | $297K | Buy |
+4,258
| New | +$307K | ﹤0.01% | 385 |
|
|
2018
Q4 | – | Sell |
-3,930
| Closed | -$254K | – | 529 |
|
|
2018
Q3 | $254K | Buy |
+3,930
| New | +$261K | ﹤0.01% | 441 |
|
Other funds holding LPLA
VPM
VCM
SC
