HM Payson & Co’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 | $2.55M | Buy |
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|
2025
Q2 | $2.84M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.55M | Sell |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $57.9M | Buy |
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|
2024
Q1 | $51.6M | Buy |
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|
2023
Q4 | $21.7M | Sell |
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|
2023
Q3 | $54.4M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $9K | Buy |
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