Impax Asset Management Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
+10,072
| New | +$3.78M | 0.02% | 217 |
|
|
2024
Q3 | – | Sell |
-2,297
| Closed | -$642K | – | 326 |
|
|
2024
Q2 | $642K | Buy |
+2,297
| New | +$642K | ﹤0.01% | 307 |
|
|
2022
Q3 | – | Sell |
-13,245
| Closed | -$2.44M | – | 409 |
|
|
2022
Q2 | $2.44M | Hold |
13,245
| – | – | 0.01% | 222 |
|
|
2022
Q1 | $2.42M | Sell |
13,245
-68
| -0.5% | -$12.4K | 0.01% | 236 |
|
|
2021
Q4 | $2.13M | Sell |
13,313
-364
| -3% | -$58.3K | 0.01% | 243 |
|
|
2021
Q3 | $2.14M | Hold |
13,677
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $1.85M | Hold |
13,677
| – | – | 0.01% | 251 |
|
|
2021
Q1 | $1.94M | Buy |
+13,677
| New | +$1.94M | 0.01% | 242 |
|