HSBC Holdings’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 | $33.1M | Buy |
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|
2025
Q2 | $16.6M | Sell |
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|
2025
Q1 | $19.7M | Sell |
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|
2024
Q4 | $36.4M | Sell |
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|
2024
Q3 | $36.7M | Sell |
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|
2024
Q2 | $45.1M | Sell |
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|
2024
Q1 | $77.8M | Sell |
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|
2023
Q4 | $71.1M | Buy |
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|
2023
Q3 | $38.3M | Buy |
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|
2023
Q2 | $35M | Buy |
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|
2023
Q1 | $13.6M | Buy |
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|
2022
Q4 | $8.41M | Buy |
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|
2022
Q3 | $4.37M | Buy |
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|
2022
Q2 | $3.1M | Buy |
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|
2022
Q1 | $2.12M | Sell |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $6.38M | Buy |
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|
2020
Q3 | $2.55M | Sell |
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|
2020
Q2 | $5.17M | Buy |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $4.78M | Buy |
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|
2019
Q3 | $3.59M | Buy |
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|
2019
Q2 | $1.65M | Sell |
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|
2019
Q1 | $3.53M | Buy |
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|
2018
Q4 | $258K | Sell |
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|
2018
Q3 | $286K | Buy |
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|
2018
Q2 | $247K | Sell |
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|
2018
Q1 | $408K | Buy |
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|
2017
Q4 | $381K | Sell |
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|
2017
Q3 | $384K | Hold |
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|
2017
Q2 | $316K | Hold |
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|
2017
Q1 | $296K | Hold |
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|
2016
Q4 | $262K | Sell |
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|
2016
Q3 | $303K | Sell |
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|
2016
Q2 | $248K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $246K | Buy |
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|
2015
Q3 | $230K | Buy |
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|
2015
Q2 | $225K | Sell |
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|
2015
Q1 | $216K | Buy |
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