Integrated Investment Consultants’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 | $567K | Sell |
1,884
-2,724
| -59% | -$914K | 0.12% | 113 |
|
|
2025
Q4 | $1.65M | Sell |
4,608
-50
| -1% | -$17.7K | 0.32% | 57 |
|
|
2025
Q3 | $1.55M | Sell |
4,658
-1,985
| -30% | -$720K | 0.26% | 60 |
|
|
2025
Q2 | $2.49M | Sell |
6,643
-533
| -7% | -$187K | 0.49% | 36 |
|
|
2025
Q1 | $2.35M | Sell |
7,176
-289
| -4% | -$101K | 0.47% | 38 |
|
|
2024
Q4 | $2.44M | Buy |
7,465
+262
| +4% | +$77.5K | 0.5% | 42 |
|
|
2024
Q3 | $1.68M | Buy |
7,203
+1,057
| +17% | +$238K | 0.36% | 41 |
|
|
2024
Q2 | $1.62M | Hold |
6,146
| – | – | 0.45% | 37 |
|
|
2024
Q1 | $1.62M | Buy |
6,146
+485
| +9% | +$122K | 0.45% | 37 |
|
|
2023
Q4 | $1.29M | Buy |
5,661
+1,199
| +27% | +$270K | 0.41% | 36 |
|
|
2023
Q3 | $1.06M | Buy |
4,462
+1,678
| +60% | +$390K | 0.39% | 39 |
|
|
2023
Q2 | $605K | Buy |
2,784
+91
| +3% | +$18.2K | 0.19% | 86 |
|
|
2023
Q1 | $545K | Buy |
2,693
+292
| +12% | +$66.8K | 0.17% | 94 |
|
|
2022
Q4 | $519K | Sell |
2,401
-187
| -7% | -$43.7K | 0.18% | 87 |
|
|
2022
Q3 | $565K | Buy |
2,588
+558
| +27% | +$119K | 0.22% | 70 |
|
|
2022
Q2 | $374K | Sell |
2,030
-900
| -31% | -$171K | 0.14% | 114 |
|
|
2022
Q1 | $535K | Buy |
2,930
+190
| +7% | +$33.1K | 0.15% | 117 |
|
|
2021
Q4 | $439K | Hold |
2,740
| – | – | 0.12% | 155 |
|
|
2021
Q3 | $430K | Hold |
2,740
| – | – | 0.13% | 147 |
|
|
2021
Q2 | $370K | Buy |
2,740
+818
| +43% | +$119K | 0.11% | 171 |
|
|
2021
Q1 | $273K | Hold |
1,922
| – | – | 0.09% | 198 |
|
|
2020
Q4 | $200K | Buy |
+1,922
| New | +$173K | 0.08% | 231 |
|
|
2018
Q2 | – | Sell |
-2,050
| Closed | -$125K | – | 477 |
|
|
2018
Q1 | $125K | Buy |
+2,050
| New | +$127K | 0.05% | 276 |
|
|
2017
Q3 | $152K | Sell |
2,950
-500
| -14% | -$23K | 0.07% | 207 |
|
|
2017
Q2 | $146K | Sell |
3,450
-400
| -10% | -$16.2K | 0.07% | 214 |
|
|
2017
Q1 | $153K | Hold |
3,850
| – | – | 0.07% | 198 |
|
|
2016
Q4 | $136K | Sell |
3,850
-825
| -18% | -$28.8K | 0.07% | 210 |
|
|
2016
Q3 | $149K | Buy |
4,675
+400
| +9% | +$10.8K | 0.08% | 187 |
|
|
2016
Q2 | $96K | Buy |
4,275
+2,625
| +159% | +$65.9K | 0.05% | 271 |
|
|
2016
Q1 | $38K | Buy |
+1,650
| New | +$44.5K | 0.02% | 385 |
|
Other funds holding LPLA
VPM
VCM
SC
