HighTower Advisors’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 | $3.99M | Buy |
13,248
+528
| +4% | +$177K | ﹤0.01% | 1321 |
|
|
2025
Q4 | $4.54M | Sell |
12,720
-143
| -1% | -$50.6K | 0.01% | 1217 |
|
|
2025
Q3 | $4.28M | Sell |
12,863
-156
| -1% | -$56.5K | ﹤0.01% | 1210 |
|
|
2025
Q2 | $4.88M | Sell |
13,019
-743
| -5% | -$260K | 0.01% | 1095 |
|
|
2025
Q1 | $4.5M | Sell |
13,762
-1,438
| -9% | -$501K | 0.01% | 1101 |
|
|
2024
Q4 | $4.96M | Buy |
15,200
+2,417
| +19% | +$715K | 0.01% | 1052 |
|
|
2024
Q3 | $2.97M | Buy |
12,783
+923
| +8% | +$208K | ﹤0.01% | 1288 |
|
|
2024
Q2 | $3.31M | Buy |
11,860
+105
| +0.9% | +$28.5K | 0.01% | 1186 |
|
|
2024
Q1 | $3.11M | Buy |
11,755
+5,134
| +78% | +$1.3M | 0.01% | 1196 |
|
|
2023
Q4 | $1.51M | Sell |
6,621
-90
| -1% | -$20.2K | ﹤0.01% | 1602 |
|
|
2023
Q3 | $1.59M | Buy |
6,711
+110
| +2% | +$25.5K | ﹤0.01% | 1503 |
|
|
2023
Q2 | $1.44M | Sell |
6,601
-4,194
| -39% | -$840K | ﹤0.01% | 1543 |
|
|
2023
Q1 | $2.17M | Buy |
10,795
+6,475
| +150% | +$1.48M | ﹤0.01% | 1238 |
|
|
2022
Q4 | $935K | Buy |
4,320
+298
| +7% | +$69.7K | ﹤0.01% | 1714 |
|
|
2022
Q3 | $878K | Buy |
4,022
+673
| +20% | +$143K | ﹤0.01% | 1682 |
|
|
2022
Q2 | $623K | Buy |
3,349
+1,177
| +54% | +$224K | ﹤0.01% | 1910 |
|
|
2022
Q1 | $395K | Buy |
2,172
+489
| +29% | +$85.2K | ﹤0.01% | 2339 |
|
|
2021
Q4 | $268K | Buy |
1,683
+58
| +4% | +$9.57K | ﹤0.01% | 2544 |
|
|
2021
Q3 | $256K | Buy |
1,625
+59
| +4% | +$8.47K | ﹤0.01% | 2533 |
|
|
2021
Q2 | $214K | Buy |
1,566
+122
| +8% | +$17.7K | ﹤0.01% | 2618 |
|
|
2021
Q1 | $206K | Buy |
+1,444
| New | +$184K | ﹤0.01% | 2586 |
|
|
2018
Q3 | – | Sell |
-6,908
| Closed | -$454K | – | 2365 |
|
|
2018
Q2 | $454K | Sell |
6,908
-12,161
| -64% | -$799K | ﹤0.01% | 1489 |
|
|
2018
Q1 | $1.17M | Sell |
19,069
-3,207
| -14% | -$199K | 0.01% | 1012 |
|
|
2017
Q4 | $1.27M | Buy |
+22,276
| New | +$1.17M | 0.01% | 997 |
|
|
2015
Q4 | – | Sell |
-24,445
| Closed | -$966K | – | 2100 |
|
|
2015
Q3 | $966K | Buy |
24,445
+17,714
| +263% | +$762K | 0.01% | 904 |
|
|
2015
Q2 | $313K | Buy |
+6,731
| New | +$291K | 0.01% | 1177 |
|
Other funds holding LPLA
VPM
VCM
SC
