Jacobs Levy Equity Management’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
Q1 | – | Sell |
-2,344
| Closed | -$765K | – | 1152 |
|
|
2024
Q4 | $765K | Hold |
2,344
| – | – | ﹤0.01% | 753 |
|
|
2024
Q3 | $545K | Sell |
2,344
-158,120
| -99% | -$35.6M | ﹤0.01% | 822 |
|
|
2024
Q2 | $44.8M | Sell |
160,464
-180,058
| -53% | -$48.9M | 0.19% | 125 |
|
|
2024
Q1 | $90M | Sell |
340,522
-139,254
| -29% | -$35.1M | 0.4% | 61 |
|
|
2023
Q4 | $109M | Buy |
479,776
+68,489
| +17% | +$15.4M | 0.55% | 39 |
|
|
2023
Q3 | $97.7M | Buy |
411,287
+85,684
| +26% | +$19.9M | 0.58% | 38 |
|
|
2023
Q2 | $70.8M | Sell |
325,603
-165,820
| -34% | -$33.2M | 0.41% | 55 |
|
|
2023
Q1 | $99.5M | Buy |
491,423
+39,722
| +9% | +$9.08M | 0.61% | 34 |
|
|
2022
Q4 | $97.6M | Buy |
451,701
+306,507
| +211% | +$71.7M | 0.66% | 28 |
|
|
2022
Q3 | $31.7M | Buy |
+145,194
| New | +$30.9M | 0.25% | 113 |
|
|
2021
Q3 | – | Sell |
-141,614
| Closed | -$19.1M | – | 1089 |
|
|
2021
Q2 | $19.1M | Sell |
141,614
-33,352
| -19% | -$4.85M | 0.13% | 200 |
|
|
2021
Q1 | $24.9M | Sell |
174,966
-86,613
| -33% | -$11.1M | 0.19% | 139 |
|
|
2020
Q4 | $27.3M | Sell |
261,579
-41,411
| -14% | -$3.72M | 0.24% | 106 |
|
|
2020
Q3 | $23.2M | Buy |
302,990
+7,674
| +3% | +$609K | 0.24% | 106 |
|
|
2020
Q2 | $23.2M | Sell |
295,316
-50,813
| -15% | -$3.4M | 0.25% | 104 |
|
|
2020
Q1 | $18.8M | Buy |
346,129
+28,963
| +9% | +$2.33M | 0.24% | 107 |
|
|
2019
Q4 | $29.3M | Sell |
317,166
-15,258
| -5% | -$1.31M | 0.29% | 90 |
|
|
2019
Q3 | $27.2M | Sell |
332,424
-20,685
| -6% | -$1.66M | 0.33% | 78 |
|
|
2019
Q2 | $28.8M | Sell |
353,109
-17,820
| -5% | -$1.41M | 0.4% | 56 |
|
|
2019
Q1 | $25.8M | Buy |
370,929
+71,630
| +24% | +$5.16M | 0.37% | 59 |
|
|
2018
Q4 | $18.3M | Sell |
299,299
-37,650
| -11% | -$2.3M | 0.32% | 80 |
|
|
2018
Q3 | $21.7M | Buy |
336,949
+1,476
| +0.4% | +$97.9K | 0.31% | 96 |
|
|
2018
Q2 | $22M | Sell |
335,473
-1,170
| -0.3% | -$76.9K | 0.35% | 83 |
|
|
2018
Q1 | $20.6M | Sell |
336,643
-4,370
| -1% | -$271K | 0.34% | 92 |
|
|
2017
Q4 | $19.5M | Buy |
341,013
+50,570
| +17% | +$2.66M | 0.34% | 90 |
|
|
2017
Q3 | $15M | Buy |
290,443
+61,186
| +27% | +$2.82M | 0.29% | 108 |
|
|
2017
Q2 | $9.73M | Buy |
229,257
+222,837
| +3,471% | +$9.04M | 0.21% | 155 |
|
|
2017
Q1 | $256K | Buy |
+6,420
| New | +$252K | 0.01% | 750 |
|
|
2014
Q2 | – | Sell |
-32,360
| Closed | -$1.7M | – | 881 |
|
|
2014
Q1 | $1.7M | Sell |
32,360
-250
| -0.8% | -$13.2K | 0.03% | 428 |
|
|
2013
Q4 | $1.53M | Buy |
32,610
+11,651
| +56% | +$489K | 0.02% | 480 |
|
|
2013
Q3 | $803K | Sell |
20,959
-18,300
| -47% | -$700K | 0.01% | 581 |
|
|
2013
Q2 | $1.48M | Buy |
+39,259
| New | +$1.4M | 0.03% | 486 |
|
Other funds holding LPLA
LPC
