Hennessy Advisors Inc’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
Q3 | $2.56M | Buy |
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|
2025
Q2 | $2.85M | Sell |
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|
2025
Q1 | $2.55M | Sell |
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|
2024
Q4 | $3.49M | Sell |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $3.24M | Sell |
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|
2024
Q1 | $3.12M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $17.7M | Sell |
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|
2021
Q2 | $16.2M | Hold |
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|
2021
Q1 | $17.1M | Sell |
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|
2020
Q4 | $16.2M | Buy |
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|
2020
Q3 | $11M | Sell |
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|
2020
Q2 | $12M | Sell |
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|
2020
Q1 | $8.93M | Sell |
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|
2019
Q4 | $17M | Buy |
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|
2019
Q3 | $3.17M | Sell |
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|
2019
Q2 | $3.24M | Sell |
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|
2019
Q1 | $3.32M | Sell |
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|
2018
Q4 | $3.14M | Sell |
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|
2018
Q3 | $3.68M | Sell |
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|
2018
Q2 | $3.86M | Sell |
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|
2018
Q1 | $3.83M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.97M | Buy |
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|
2014
Q3 | $3.82M | Sell |
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|
2014
Q2 | $4.26M | Sell |
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|
2014
Q1 | $4.52M | Buy |
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