Group One Trading’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
Q4 | – | Sell |
-17
| Closed | -$6.01K | – | 8727 |
|
|
2025
Q3 | $5.66K | Sell |
17
-47
| -73% | -$17K | ﹤0.01% | 7477 |
|
|
2025
Q2 | $24K | Buy |
+64
| New | +$22.4K | ﹤0.01% | 6144 |
|
|
2024
Q4 | – | Sell |
-140
| Closed | -$41.4K | – | 7660 |
|
|
2024
Q3 | $32.6K | Buy |
+140
| New | +$31.5K | ﹤0.01% | 4940 |
|
|
2023
Q3 | – | Sell |
-70
| Closed | -$16.3K | – | 8000 |
|
|
2023
Q2 | $15.2K | Sell |
70
-3,231
| -98% | -$647K | ﹤0.01% | 6160 |
|
|
2023
Q1 | $668K | Buy |
3,301
+3,119
| +1,714% | +$713K | ﹤0.01% | 2490 |
|
|
2022
Q4 | $39.3K | Buy |
+182
| New | +$42.5K | ﹤0.01% | 5175 |
|
|
2022
Q2 | – | Sell |
-4,378
| Closed | -$831K | – | 8198 |
|
|
2022
Q1 | $800K | Buy |
4,378
+3,578
| +447% | +$623K | ﹤0.01% | 3315 |
|
|
2021
Q4 | $128K | Buy |
+800
| New | +$132K | ﹤0.01% | 5505 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 8508 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 8014 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 7459 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$449 | ﹤0.01% | 6336 |
|
|
2020
Q2 | – | Sell |
-2,758
| Closed | -$184K | – | 5998 |
|
|
2020
Q1 | $150K | Buy |
+2,758
| New | +$222K | ﹤0.01% | 2975 |
|
|
2019
Q2 | – | Sell |
-301
| Closed | -$23.8K | – | 5188 |
|
|
2019
Q1 | $21K | Sell |
301
-459
| -60% | -$33.1K | ﹤0.01% | 4011 |
|
|
2018
Q4 | $46K | Sell |
760
-1,773
| -70% | -$108K | ﹤0.01% | 3605 |
|
|
2018
Q3 | $163K | Buy |
2,533
+1,234
| +95% | +$81.8K | ﹤0.01% | 3160 |
|
|
2018
Q2 | $85K | Sell |
1,299
-316
| -20% | -$20.8K | ﹤0.01% | 3666 |
|
|
2018
Q1 | $99K | Buy |
+1,615
| New | +$100K | ﹤0.01% | 3249 |
|
|
2017
Q4 | – | Sell |
-199
| Closed | -$10K | – | 5043 |
|
|
2017
Q3 | $10K | Sell |
199
-1,000
| -83% | -$46K | ﹤0.01% | 4293 |
|
|
2017
Q2 | $51K | Buy |
+1,199
| New | +$48.7K | ﹤0.01% | 3503 |
|
|
2017
Q1 | – | Sell |
-7,396
| Closed | -$291K | – | 4830 |
|
|
2016
Q4 | $260K | Buy |
7,396
+6,596
| +825% | +$231K | ﹤0.01% | 2242 |
|
|
2016
Q3 | $24K | Buy |
+800
| New | +$21.6K | ﹤0.01% | 3713 |
|
|
2014
Q2 | – | Sell |
-762
| Closed | -$37K | – | 5344 |
|
|
2014
Q1 | $40K | Buy |
+762
| New | +$40.2K | ﹤0.01% | 3783 |
|
Other funds holding LPLA
JT
SC
Group One Trading's LPLA Position: Q4 2025 in Review
Group One Trading sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 17 shares — an estimated $6.01K sold.
Group One Trading first reported a position in LPLA in Q1 2014 and held it in 22 quarters. The position peaked at $800K in Q1 2022. 827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.
- Group One Trading reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
- Group One Trading sold 17 LPL Financial shares in Q4 2025, an estimated $6.01K.
- Group One Trading first reported a position in LPL Financial in Q1 2014 and held it in 22 quarters.
- Group One Trading's LPL Financial position peaked at $800K in Q1 2022.
- 827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.
Based on Group One Trading's 13F filing for Q4 2025, filed 12 Feb 2026.