HRT Financial’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
Q1 | – | Sell |
-20,801
| Closed | -$6.79M | – | 3032 |
|
|
2024
Q4 | $6.79M | Buy |
+20,801
| New | +$6.15M | 0.04% | 316 |
|
|
2024
Q2 | – | Sell |
-4,237
| Closed | -$1.12M | – | 2740 |
|
|
2024
Q1 | $1.12M | Buy |
+4,237
| New | +$1.07M | 0.01% | 829 |
|
|
2023
Q4 | – | Sell |
-18,435
| Closed | -$4.38M | – | 2766 |
|
|
2023
Q3 | $4.38M | Sell |
18,435
-3,813
| -17% | -$885K | 0.05% | 336 |
|
|
2023
Q2 | $4.84M | Buy |
+22,248
| New | +$4.46M | 0.05% | 293 |
|
|
2023
Q1 | – | Sell |
-68,604
| Closed | -$14.8M | – | 2899 |
|
|
2022
Q4 | $14.8M | Sell |
68,604
-248,838
| -78% | -$58.2M | 0.22% | 85 |
|
|
2022
Q3 | $69.4M | Buy |
317,442
+311,561
| +5,298% | +$66.3M | 0.77% | 17 |
|
|
2022
Q2 | $1.08M | Sell |
5,881
-34,445
| -85% | -$6.54M | 0.01% | 858 |
|
|
2022
Q1 | $7.37M | Buy |
+40,326
| New | +$7.02M | 0.06% | 196 |
|
|
2021
Q4 | – | Sell |
-46,486
| Closed | -$7.29M | – | 3707 |
|
|
2021
Q3 | $7.29M | Buy |
+46,486
| New | +$6.68M | 0.05% | 224 |
|
|
2021
Q2 | – | Sell |
-2,615
| Closed | -$371K | – | 3255 |
|
|
2021
Q1 | $371K | Buy |
+2,615
| New | +$334K | ﹤0.01% | 1988 |
|
|
2020
Q4 | – | Sell |
-19,268
| Closed | -$1.48M | – | 2205 |
|
|
2020
Q3 | $1.48M | Sell |
19,268
-6,735
| -26% | -$535K | 0.05% | 345 |
|
|
2020
Q2 | $2.04M | Buy |
+26,003
| New | +$1.74M | 0.07% | 336 |
|
|
2020
Q1 | – | Sell |
-2,917
| Closed | -$269K | – | 1129 |
|
|
2019
Q4 | $269K | Sell |
2,917
-10,883
| -79% | -$934K | 0.01% | 793 |
|
|
2019
Q3 | $1.13M | Buy |
+13,800
| New | +$1.1M | 0.07% | 326 |
|
|
2019
Q2 | – | Sell |
-4,180
| Closed | -$291K | – | 847 |
|
|
2019
Q1 | $291K | Buy |
+4,180
| New | +$301K | 0.05% | 298 |
|
Other funds holding LPLA
LPC
