IFM Investors’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 | $6.52M | Buy |
17,379
+2,684
| +18% | +$1.01M | 0.06% | 291 |
|
|
2025
Q1 | $4.81M | Hold |
14,695
| – | – | 0.05% | 334 |
|
|
2024
Q4 | $4.8M | Sell |
14,695
-1,181
| -7% | -$386K | 0.05% | 347 |
|
|
2024
Q3 | $3.69M | Buy |
15,876
+303
| +2% | +$70.5K | 0.04% | 427 |
|
|
2024
Q2 | $4.35M | Hold |
15,573
| – | – | 0.04% | 368 |
|
|
2024
Q1 | $4.11M | Sell |
15,573
-271
| -2% | -$71.6K | 0.04% | 370 |
|
|
2023
Q4 | $3.61M | Hold |
15,844
| – | – | 0.04% | 379 |
|
|
2023
Q3 | $3.77M | Sell |
15,844
-536
| -3% | -$127K | 0.05% | 350 |
|
|
2023
Q2 | $3.56M | Sell |
16,380
-562
| -3% | -$122K | 0.05% | 377 |
|
|
2023
Q1 | $3.43M | Buy |
16,942
+246
| +1% | +$49.8K | 0.05% | 356 |
|
|
2022
Q4 | $3.61M | Buy |
16,696
+2,501
| +18% | +$541K | 0.06% | 330 |
|
|
2022
Q3 | $3.1M | Buy |
14,195
+575
| +4% | +$126K | 0.06% | 338 |
|
|
2022
Q2 | $2.51M | Buy |
+13,620
| New | +$2.51M | 0.04% | 392 |
|