HSBC Holdings’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
44,468
-15,669
| -26% | -$5.86M | 0.01% | 669 |
|
|
2025
Q1 | $19.7M | Sell |
60,137
-51,208
| -46% | -$16.8M | 0.01% | 638 |
|
|
2024
Q4 | $36.4M | Sell |
111,345
-46,444
| -29% | -$15.2M | 0.02% | 522 |
|
|
2024
Q3 | $36.7M | Sell |
157,789
-4,041
| -2% | -$940K | 0.02% | 513 |
|
|
2024
Q2 | $45.1M | Sell |
161,830
-132,496
| -45% | -$37M | 0.03% | 447 |
|
|
2024
Q1 | $77.8M | Sell |
294,326
-17,880
| -6% | -$4.72M | 0.05% | 328 |
|
|
2023
Q4 | $71.1M | Buy |
312,206
+151,010
| +94% | +$34.4M | 0.06% | 301 |
|
|
2023
Q3 | $38.3M | Buy |
161,196
+186
| +0.1% | +$44.2K | 0.04% | 409 |
|
|
2023
Q2 | $35M | Buy |
161,010
+93,505
| +139% | +$20.3M | 0.04% | 451 |
|
|
2023
Q1 | $13.6M | Buy |
67,505
+28,434
| +73% | +$5.75M | 0.02% | 649 |
|
|
2022
Q4 | $8.41M | Buy |
39,071
+19,114
| +96% | +$4.11M | 0.01% | 868 |
|
|
2022
Q3 | $4.37M | Buy |
19,957
+3,179
| +19% | +$697K | 0.01% | 1019 |
|
|
2022
Q2 | $3.1M | Buy |
16,778
+5,419
| +48% | +$1M | ﹤0.01% | 1167 |
|
|
2022
Q1 | $2.12M | Sell |
11,359
-4,023
| -26% | -$750K | ﹤0.01% | 1319 |
|
|
2021
Q4 | $2.48M | Buy |
15,382
+6,307
| +69% | +$1.02M | ﹤0.01% | 1254 |
|
|
2021
Q3 | $1.44M | Sell |
9,075
-4,162
| -31% | -$659K | ﹤0.01% | 1334 |
|
|
2021
Q2 | $1.79M | Buy |
13,237
+580
| +5% | +$78.3K | ﹤0.01% | 1184 |
|
|
2021
Q1 | $1.81M | Sell |
12,657
-48,315
| -79% | -$6.9M | ﹤0.01% | 1082 |
|
|
2020
Q4 | $6.38M | Buy |
60,972
+27,877
| +84% | +$2.91M | 0.01% | 745 |
|
|
2020
Q3 | $2.55M | Sell |
33,095
-32,800
| -50% | -$2.53M | ﹤0.01% | 914 |
|
|
2020
Q2 | $5.17M | Buy |
65,895
+40,487
| +159% | +$3.17M | 0.01% | 688 |
|
|
2020
Q1 | $1.4M | Sell |
25,408
-26,217
| -51% | -$1.45M | ﹤0.01% | 1004 |
|
|
2019
Q4 | $4.78M | Buy |
51,625
+7,806
| +18% | +$722K | 0.01% | 797 |
|
|
2019
Q3 | $3.59M | Buy |
43,819
+23,588
| +117% | +$1.93M | 0.01% | 881 |
|
|
2019
Q2 | $1.65M | Sell |
20,231
-30,419
| -60% | -$2.48M | ﹤0.01% | 1114 |
|
|
2019
Q1 | $3.53M | Buy |
50,650
+46,429
| +1,100% | +$3.23M | 0.01% | 900 |
|
|
2018
Q4 | $258K | Sell |
4,221
-218
| -5% | -$13.3K | ﹤0.01% | 1749 |
|
|
2018
Q3 | $286K | Buy |
4,439
+671
| +18% | +$43.2K | ﹤0.01% | 1702 |
|
|
2018
Q2 | $247K | Sell |
3,768
-2,915
| -44% | -$191K | ﹤0.01% | 1803 |
|
|
2018
Q1 | $408K | Buy |
6,683
+23
| +0.3% | +$1.4K | ﹤0.01% | 1539 |
|
|
2017
Q4 | $381K | Sell |
6,660
-780
| -10% | -$44.6K | ﹤0.01% | 1518 |
|
|
2017
Q3 | $384K | Hold |
7,440
| – | – | ﹤0.01% | 1368 |
|
|
2017
Q2 | $316K | Hold |
7,440
| – | – | ﹤0.01% | 1407 |
|
|
2017
Q1 | $296K | Hold |
7,440
| – | – | ﹤0.01% | 1432 |
|
|
2016
Q4 | $262K | Sell |
7,440
-2,700
| -27% | -$95.1K | ﹤0.01% | 1901 |
|
|
2016
Q3 | $303K | Sell |
10,140
-909
| -8% | -$27.2K | ﹤0.01% | 1366 |
|
|
2016
Q2 | $248K | Buy |
+11,049
| New | +$248K | ﹤0.01% | 1449 |
|
|
2016
Q1 | – | Sell |
-5,787
| Closed | -$246K | – | 1715 |
|
|
2015
Q4 | $246K | Buy |
5,787
+1
| +0% | +$43 | ﹤0.01% | 1513 |
|
|
2015
Q3 | $230K | Buy |
5,786
+941
| +19% | +$37.4K | ﹤0.01% | 1561 |
|
|
2015
Q2 | $225K | Sell |
4,845
-91
| -2% | -$4.23K | ﹤0.01% | 1535 |
|
|
2015
Q1 | $216K | Buy |
+4,936
| New | +$216K | ﹤0.01% | 1608 |
|