Icon Advisers’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
Q2 | $11.7M | Sell |
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|
2025
Q1 | $10.3M | Hold |
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|
2024
Q4 | $10.3M | Sell |
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|
2024
Q3 | $7.58M | Sell |
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|
2024
Q2 | $12.8M | Sell |
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|
2024
Q1 | $12.2M | Hold |
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|
2023
Q4 | $10.4M | Hold |
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|
2023
Q3 | $10.8M | Hold |
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|
2023
Q2 | $9.92M | Hold |
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|
2023
Q1 | $9.24M | Hold |
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|
2022
Q4 | $9.86M | Hold |
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|
2022
Q3 | $9.97M | Sell |
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|
2022
Q2 | $8.7M | Sell |
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|
2022
Q1 | $8.94M | Hold |
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|
2021
Q4 | $7.83M | Buy |
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|
2021
Q3 | $7.59M | Buy |
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