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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $105M | Sell |
349,011
-165,676
| -32% | -$55.6M | 0.02% | 822 |
|
|
2025
Q4 | $184M | Sell |
514,687
-24,757
| -5% | -$8.76M | 0.03% | 698 |
|
|
2025
Q3 | $179M | Sell |
539,444
-12,135
| -2% | -$4.4M | 0.03% | 704 |
|
|
2025
Q2 | $207M | Buy |
551,579
+450,326
| +445% | +$158M | 0.04% | 619 |
|
|
2025
Q1 | $33.1M | Buy |
101,253
+526
| +0.5% | +$183K | 0.01% | 1195 |
|
|
2024
Q4 | $32.9M | Sell |
100,727
-27,914
| -22% | -$8.25M | 0.01% | 1239 |
|
|
2024
Q3 | $29.9M | Sell |
128,641
-438,884
| -77% | -$98.9M | 0.01% | 1273 |
|
|
2024
Q2 | $159M | Buy |
567,525
+151,593
| +36% | +$41.1M | 0.03% | 644 |
|
|
2024
Q1 | $110M | Buy |
415,932
+99,960
| +32% | +$25.2M | 0.02% | 762 |
|
|
2023
Q4 | $71.9M | Sell |
315,972
-108,814
| -26% | -$24.5M | 0.02% | 860 |
|
|
2023
Q3 | $101M | Buy |
424,786
+79,632
| +23% | +$18.5M | 0.03% | 724 |
|
|
2023
Q2 | $75M | Sell |
345,154
-14,875
| -4% | -$2.98M | 0.02% | 804 |
|
|
2023
Q1 | $72.9M | Sell |
360,029
-312,007
| -46% | -$71.3M | 0.02% | 814 |
|
|
2022
Q4 | $145M | Sell |
672,036
-994,890
| -60% | -$233M | 0.04% | 578 |
|
|
2022
Q3 | $364M | Sell |
1,666,926
-462,283
| -22% | -$98.3M | 0.12% | 212 |
|
|
2022
Q2 | $393M | Sell |
2,129,209
-235,673
| -10% | -$44.8M | 0.12% | 208 |
|
|
2022
Q1 | $432M | Buy |
2,364,882
+329,899
| +16% | +$57.4M | 0.11% | 227 |
|
|
2021
Q4 | $326M | Buy |
2,034,983
+109,266
| +6% | +$18M | 0.08% | 330 |
|
|
2021
Q3 | $302M | Sell |
1,925,717
-88,448
| -4% | -$12.7M | 0.08% | 332 |
|
|
2021
Q2 | $272M | Sell |
2,014,165
-677,200
| -25% | -$98.5M | 0.07% | 373 |
|
|
2021
Q1 | $383M | Buy |
2,691,365
+383,485
| +17% | +$48.9M | 0.1% | 240 |
|
|
2020
Q4 | $241M | Sell |
2,307,880
-746,732
| -24% | -$67.1M | 0.07% | 358 |
|
|
2020
Q3 | $234M | Buy |
3,054,612
+94,803
| +3% | +$7.53M | 0.08% | 301 |
|
|
2020
Q2 | $232M | Buy |
2,959,809
+598,710
| +25% | +$40M | 0.08% | 284 |
|
|
2020
Q1 | $129M | Sell |
2,361,099
-386,341
| -14% | -$31.1M | 0.05% | 416 |
|
|
2019
Q4 | $253M | Buy |
2,747,440
+444,469
| +19% | +$38.1M | 0.08% | 318 |
|
|
2019
Q3 | $189M | Buy |
2,302,971
+12,965
| +0.6% | +$1.04M | 0.05% | 445 |
|
|
2019
Q2 | $187M | Sell |
2,290,006
-73,008
| -3% | -$5.78M | 0.05% | 440 |
|
|
2019
Q1 | $165M | Sell |
2,363,014
-40,311
| -2% | -$2.91M | 0.06% | 384 |
|
|
2018
Q4 | $147M | Sell |
2,403,325
-485,162
| -17% | -$29.6M | 0.06% | 373 |
|
|
2018
Q3 | $186M | Sell |
2,888,487
-54,712
| -2% | -$3.63M | 0.06% | 358 |
|
|
2018
Q2 | $193M | Buy |
2,943,199
+770,401
| +35% | +$50.6M | 0.06% | 332 |
|
|
2018
Q1 | $133M | Sell |
2,172,798
-203,657
| -9% | -$12.6M | 0.05% | 382 |
|
|
2017
Q4 | $136M | Sell |
2,376,455
-25,567
| -1% | -$1.35M | 0.05% | 391 |
|
|
2017
Q3 | $124M | Sell |
2,402,022
-213,429
| -8% | -$9.82M | 0.05% | 428 |
|
|
2017
Q2 | $111M | Sell |
2,615,451
-231,568
| -8% | -$9.4M | 0.03% | 469 |
|
|
2017
Q1 | $113M | Buy |
2,847,019
+49,463
| +2% | +$1.94M | 0.04% | 461 |
|
|
2016
Q4 | $98.5M | Sell |
2,797,556
-1,369,623
| -33% | -$47.9M | 0.03% | 515 |
|
|
2016
Q3 | $125M | Buy |
4,167,179
+1,006
| +0% | +$27.2K | 0.04% | 441 |
|
|
2016
Q2 | $93.9M | Buy |
4,166,173
+5,572
| +0.1% | +$140K | 0.03% | 518 |
|
|
2016
Q1 | $103M | Buy |
4,160,601
+829,701
| +25% | +$22.4M | 0.04% | 488 |
|
|
2015
Q4 | $142M | Sell |
3,330,900
-1,074,852
| -24% | -$45.8M | 0.06% | 377 |
|
|
2015
Q3 | $175M | Sell |
4,405,752
-2,605
| -0.1% | -$112K | 0.07% | 314 |
|
|
2015
Q2 | $205M | Sell |
4,408,357
-11,148
| -0.3% | -$482K | 0.08% | 295 |
|
|
2015
Q1 | $194M | Buy |
4,419,505
+1,727,136
| +64% | +$76.3M | 0.08% | 319 |
|
|
2014
Q4 | $120M | Buy |
2,692,369
+217,071
| +9% | +$9.34M | 0.05% | 459 |
|
|
2014
Q3 | $114M | Sell |
2,475,298
-10,480
| -0.4% | -$505K | 0.05% | 463 |
|
|
2014
Q2 | $124M | Buy |
2,485,778
+130,456
| +6% | +$6.33M | 0.05% | 447 |
|
|
2014
Q1 | $124M | Buy |
2,355,322
+168,059
| +8% | +$8.87M | 0.05% | 434 |
|
|
2013
Q4 | $103M | Buy |
2,187,263
+2,154,003
| +6,476% | +$90.4M | 0.04% | 497 |
|
|
2013
Q3 | $1.27M | Buy |
33,260
+3,670
| +12% | +$140K | ﹤0.01% | 2867 |
|
|
2013
Q2 | $1.12M | Buy |
+29,590
| New | +$1.06M | ﹤0.01% | 2787 |
|
Other funds holding LPLA
VPM
VCM
SC
