IFP Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $113K | Buy |
376
+4
| +1% | +$1.34K | ﹤0.01% | 1772 |
|
|
2025
Q4 | $133K | Sell |
372
-532
| -59% | -$188K | ﹤0.01% | 1604 |
|
|
2025
Q3 | $301K | Buy |
904
+185
| +26% | +$67.1K | 0.01% | 1093 |
|
|
2025
Q2 | $363K | Buy |
719
+490
| +214% | +$172K | 0.01% | 971 |
|
|
2025
Q1 | $74.8K | Buy |
229
+73
| +47% | +$25.4K | ﹤0.01% | 1692 |
|
|
2024
Q4 | $50.9K | Sell |
156
-127
| -45% | -$37.6K | ﹤0.01% | 1830 |
|
|
2024
Q3 | $65.8K | Sell |
283
-70
| -20% | -$15.8K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $98.6K | Buy |
353
+22
| +7% | +$5.97K | ﹤0.01% | 1378 |
|
|
2024
Q1 | $87.4K | Buy |
331
+9
| +3% | +$2.27K | ﹤0.01% | 1350 |
|
|
2023
Q4 | $73.2K | Sell |
322
-473
| -59% | -$106K | ﹤0.01% | 1382 |
|
|
2023
Q3 | $189K | Sell |
795
-18
| -2% | -$4.18K | 0.01% | 990 |
|
|
2023
Q2 | $177K | Sell |
813
-664
| -45% | -$133K | 0.01% | 1080 |
|
|
2023
Q1 | $103K | Buy |
1,477
+65
| +5% | +$14.9K | ﹤0.01% | 1242 |
|
|
2022
Q4 | $129K | Sell |
1,412
-181
| -11% | -$42.3K | ﹤0.01% | 1604 |
|
|
2022
Q3 | $142K | Buy |
1,593
+532
| +50% | +$113K | ﹤0.01% | 1625 |
|
|
2022
Q2 | $105K | Hold |
1,061
| – | – | ﹤0.01% | 1655 |
|
|
2022
Q1 | $105K | Buy |
1,061
+508
| +92% | +$88.5K | ﹤0.01% | 1655 |
|
|
2021
Q4 | $89K | Buy |
553
+7
| +1% | +$1.16K | ﹤0.01% | 1312 |
|
|
2021
Q3 | $86K | Sell |
546
-100
| -15% | -$14.4K | ﹤0.01% | 1354 |
|
|
2021
Q2 | $87K | Buy |
646
+100
| +18% | +$14.5K | ﹤0.01% | 1301 |
|
|
2021
Q1 | $77K | Sell |
546
-294
| -35% | -$37.5K | ﹤0.01% | 1277 |
|
|
2020
Q4 | $87K | Sell |
840
-100
| -11% | -$8.99K | ﹤0.01% | 1198 |
|
|
2020
Q3 | $73K | Sell |
940
-796
| -46% | -$63.2K | ﹤0.01% | 1135 |
|
|
2020
Q2 | $135K | Sell |
1,736
-429
| -20% | -$28.7K | 0.01% | 809 |
|
|
2020
Q1 | $122K | Buy |
2,165
+1,072
| +98% | +$86.4K | 0.01% | 748 |
|
|
2019
Q4 | $100K | Buy |
1,093
+336
| +44% | +$28.8K | 0.01% | 946 |
|
|
2019
Q3 | $60K | Buy |
+757
| New | +$60.6K | ﹤0.01% | 1288 |
|
|
2019
Q1 | $5K | Sell |
89
-148
| -62% | -$10.7K | ﹤0.01% | 1861 |
|
|
2018
Q4 | $14K | Sell |
237
-572
| -71% | -$34.9K | ﹤0.01% | 2331 |
|
|
2018
Q3 | $52K | Sell |
809
-168
| -17% | -$11.1K | ﹤0.01% | 1877 |
|
|
2018
Q2 | $64K | Sell |
977
-217
| -18% | -$14.3K | ﹤0.01% | 1767 |
|
|
2018
Q1 | $68K | Hold |
1,194
| – | – | ﹤0.01% | 1621 |
|
|
2017
Q4 | $68K | Sell |
1,194
-338
| -22% | -$17.8K | ﹤0.01% | 1635 |
|
|
2017
Q3 | $79K | Buy |
1,532
+3
| +0.2% | +$138 | ﹤0.01% | 1691 |
|
|
2017
Q2 | $65K | Sell |
1,529
-732
| -32% | -$29.7K | ﹤0.01% | 1790 |
|
|
2017
Q1 | $90K | Buy |
2,261
+3
| +0.1% | +$118 | ﹤0.01% | 1549 |
|
|
2016
Q4 | $79K | Buy |
2,258
+93
| +4% | +$3.25K | ﹤0.01% | 1596 |
|
|
2016
Q3 | $65K | Buy |
2,165
+251
| +13% | +$6.79K | ﹤0.01% | 1647 |
|
|
2016
Q2 | $43K | Buy |
1,914
+1,825
| +2,051% | +$45.8K | ﹤0.01% | 1865 |
|
|
2016
Q1 | $5K | Sell |
89
-269
| -75% | -$7.26K | ﹤0.01% | 1860 |
|
|
2015
Q4 | $15K | Buy |
+358
| New | +$15.2K | ﹤0.01% | 2332 |
|
Other funds holding LPLA
VPM
VCM
SC
