Invesco’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
Q3 | $179M | Sell |
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|
2025
Q2 | $207M | Buy |
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|
2025
Q1 | $33.1M | Buy |
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|
2024
Q4 | $32.9M | Sell |
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|
2024
Q3 | $29.9M | Sell |
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|
2024
Q2 | $159M | Buy |
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|
2024
Q1 | $110M | Buy |
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|
2023
Q4 | $71.9M | Sell |
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|
2023
Q3 | $101M | Buy |
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|
2023
Q2 | $75M | Sell |
|
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|
2023
Q1 | $72.9M | Sell |
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|
2022
Q4 | $145M | Sell |
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|
2022
Q3 | $364M | Sell |
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|
2022
Q2 | $393M | Sell |
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|
2022
Q1 | $432M | Buy |
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|
2021
Q4 | $326M | Buy |
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|
2021
Q3 | $302M | Sell |
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|
2021
Q2 | $272M | Sell |
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|
2021
Q1 | $383M | Buy |
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|
2020
Q4 | $241M | Sell |
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|
2020
Q3 | $234M | Buy |
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|
2020
Q2 | $232M | Buy |
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|
2020
Q1 | $129M | Sell |
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|
2019
Q4 | $253M | Buy |
|
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|
2019
Q3 | $189M | Buy |
|
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|
2019
Q2 | $187M | Sell |
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|
2019
Q1 | $165M | Sell |
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|
2018
Q4 | $147M | Sell |
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|
2018
Q3 | $186M | Sell |
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|
2018
Q2 | $193M | Buy |
|
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|
2018
Q1 | $133M | Sell |
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|
2017
Q4 | $136M | Sell |
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|
2017
Q3 | $124M | Sell |
|
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|
2017
Q2 | $111M | Sell |
|
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|
2017
Q1 | $113M | Buy |
|
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|
2016
Q4 | $98.5M | Sell |
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|
2016
Q3 | $125M | Buy |
|
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|
2016
Q2 | $93.9M | Buy |
|
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|
2016
Q1 | $103M | Buy |
|
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|
2015
Q4 | $142M | Sell |
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|
2015
Q3 | $175M | Sell |
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|
2015
Q2 | $205M | Sell |
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|
2015
Q1 | $194M | Buy |
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|
2014
Q4 | $120M | Buy |
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|
2014
Q3 | $114M | Sell |
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|
2014
Q2 | $124M | Buy |
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|
2014
Q1 | $124M | Buy |
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|
2013
Q4 | $103M | Buy |
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|
2013
Q3 | $1.27M | Buy |
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|
2013
Q2 | $1.12M | Buy |
|