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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 8819 |
|
|
2025
Q4 | – | Sell |
-17
| Closed | -$6.01K | – | 9324 |
|
|
2025
Q3 | $5.66K | Sell |
17
-47
| -73% | -$17K | ﹤0.01% | 7477 |
|
|
2025
Q2 | $24K | Buy |
+64
| New | +$22.4K | ﹤0.01% | 6144 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 8687 |
|
|
2024
Q4 | – | Sell |
-140
| Closed | -$41.4K | – | 8279 |
|
|
2024
Q3 | $32.6K | Buy |
+140
| New | +$31.5K | ﹤0.01% | 4940 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7772 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8145 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8441 |
|
|
2023
Q3 | – | Sell |
-70
| Closed | -$16.3K | – | 8655 |
|
|
2023
Q2 | $15.2K | Sell |
70
-3,231
| -98% | -$647K | ﹤0.01% | 6160 |
|
|
2023
Q1 | $668K | Buy |
3,301
+3,119
| +1,714% | +$713K | 0.03% | 2490 |
|
|
2022
Q4 | $39.3K | Buy |
+182
| New | +$42.5K | ﹤0.01% | 5175 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 8454 |
|
|
2022
Q2 | – | Sell |
-4,378
| Closed | -$831K | – | 8741 |
|
|
2022
Q1 | $800K | Buy |
4,378
+3,578
| +447% | +$623K | 0.02% | 3315 |
|
|
2021
Q4 | $128K | Buy |
+800
| New | +$132K | ﹤0.01% | 5505 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 8982 |
|
|
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
Q3 | – | Hold |
0
| – | – | – | 6751 |
|
|
2020
Q2 | – | Sell |
-2,758
| Closed | -$184K | – | 6372 |
|
|
2020
Q1 | $150K | Buy |
+2,758
| New | +$222K | 0.01% | 2975 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5725 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5712 |
|
|
2019
Q2 | – | Sell |
-301
| Closed | -$23.8K | – | 5517 |
|
|
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 | – | 5276 |
|
|
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 | – | 5026 |
|
|
2016
Q4 | $260K | Buy |
7,396
+6,596
| +825% | +$231K | 0.02% | 2242 |
|
|
2016
Q3 | $24K | Buy |
+800
| New | +$21.6K | ﹤0.01% | 3713 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4994 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4943 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 5211 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 5447 |
|
|
2014
Q2 | – | Sell |
-762
| Closed | -$37K | – | 5489 |
|
|
2014
Q1 | $40K | Buy |
+762
| New | +$40.2K | ﹤0.01% | 3783 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 5546 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 5587 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 5222 |
|
Other funds holding LPLA
VPM
VCM
SC
