JIR
James Investment Research’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
6,595
+92
| +1% | +$34.5K | 0.29% | 87 |
|
|
2025
Q1 | $2.13M | Sell |
6,503
-678
| -9% | -$222K | 0.27% | 95 |
|
|
2024
Q4 | $2.34M | Sell |
7,181
-94
| -1% | -$30.7K | 0.28% | 92 |
|
|
2024
Q3 | $1.69M | Sell |
7,275
-6,691
| -48% | -$1.56M | 0.2% | 116 |
|
|
2024
Q2 | $3.9M | Sell |
13,966
-731
| -5% | -$204K | 0.46% | 63 |
|
|
2024
Q1 | $3.88M | Buy |
14,697
+47
| +0.3% | +$12.4K | 0.46% | 66 |
|
|
2023
Q4 | $3.33M | Sell |
14,650
-5,265
| -26% | -$1.2M | 0.42% | 73 |
|
|
2023
Q3 | $4.73M | Sell |
19,915
-561
| -3% | -$133K | 0.62% | 54 |
|
|
2023
Q2 | $4.45M | Sell |
20,476
-1,237
| -6% | -$269K | 0.57% | 58 |
|
|
2023
Q1 | $4.4M | Buy |
21,713
+1,012
| +5% | +$205K | 0.58% | 56 |
|
|
2022
Q4 | $4.48M | Sell |
20,701
-7,730
| -27% | -$1.67M | 0.63% | 52 |
|
|
2022
Q3 | $6.21M | Sell |
28,431
-3,140
| -10% | -$686K | 0.89% | 30 |
|
|
2022
Q2 | $5.82M | Sell |
31,571
-2,092
| -6% | -$386K | 0.78% | 36 |
|
|
2022
Q1 | $6.15M | Sell |
33,663
-7,856
| -19% | -$1.44M | 0.65% | 47 |
|
|
2021
Q4 | $6.65M | Sell |
41,519
-2,997
| -7% | -$480K | 0.61% | 55 |
|
|
2021
Q3 | $6.98M | Sell |
44,516
-36,436
| -45% | -$5.71M | 0.65% | 51 |
|
|
2021
Q2 | $10.9M | Buy |
80,952
+7,656
| +10% | +$1.03M | 0.94% | 39 |
|
|
2021
Q1 | $10.4M | Buy |
73,296
+8,290
| +13% | +$1.18M | 0.95% | 32 |
|
|
2020
Q4 | $6.78M | Buy |
65,006
+16,413
| +34% | +$1.71M | 0.61% | 58 |
|
|
2020
Q3 | $3.73M | Sell |
48,593
-690
| -1% | -$52.9K | 0.34% | 86 |
|
|
2020
Q2 | $3.86M | Buy |
49,283
+42,146
| +591% | +$3.3M | 0.36% | 87 |
|
|
2020
Q1 | $388K | Sell |
7,137
-3,275
| -31% | -$178K | 0.04% | 198 |
|
|
2019
Q4 | $960K | Buy |
10,412
+7,930
| +320% | +$731K | 0.07% | 185 |
|
|
2019
Q3 | $203K | Buy |
+2,482
| New | +$203K | 0.01% | 309 |
|
|
2019
Q2 | – | Sell |
-9,335
| Closed | -$650K | – | 736 |
|
|
2019
Q1 | $650K | Buy |
+9,335
| New | +$650K | 0.04% | 402 |
|
|
2018
Q3 | – | Sell |
-32,244
| Closed | -$2.11M | – | 832 |
|
|
2018
Q2 | $2.11M | Sell |
32,244
-75
| -0.2% | -$4.92K | 0.08% | 302 |
|
|
2018
Q1 | $1.97M | Buy |
+32,319
| New | +$1.97M | 0.07% | 315 |
|
|
2017
Q4 | – | Sell |
-43,595
| Closed | -$2.25M | – | 815 |
|
|
2017
Q3 | $2.25M | Buy |
43,595
+40,020
| +1,119% | +$2.06M | 0.08% | 214 |
|
|
2017
Q2 | $152K | Hold |
3,575
| – | – | ﹤0.01% | 517 |
|
|
2017
Q1 | $142K | Buy |
+3,575
| New | +$142K | ﹤0.01% | 455 |
|