Janney Montgomery Scott’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 | $5.92M | Sell |
19,661
-42,061
| -68% | -$14.1M | 0.01% | 774 |
|
|
2025
Q4 | $22M | Buy |
61,722
+8,514
| +16% | +$3.01M | 0.05% | 341 |
|
|
2025
Q3 | $17.7M | Buy |
53,208
+9,790
| +23% | +$3.55M | 0.04% | 403 |
|
|
2025
Q2 | $16.3M | Buy |
43,418
+10,001
| +30% | +$3.5M | 0.04% | 397 |
|
|
2025
Q1 | $10.9M | Sell |
33,417
-981
| -3% | -$342K | 0.03% | 503 |
|
|
2024
Q4 | $11.2M | Sell |
34,398
-1,841
| -5% | -$544K | 0.03% | 499 |
|
|
2024
Q3 | $8.43M | Sell |
36,239
-517
| -1% | -$116K | 0.02% | 588 |
|
|
2024
Q2 | $10.3M | Buy |
36,756
+2,051
| +6% | +$557K | 0.03% | 497 |
|
|
2024
Q1 | $9.17M | Sell |
34,705
-987
| -3% | -$249K | 0.03% | 560 |
|
|
2023
Q4 | $8.12M | Buy |
35,692
+349
| +1% | +$78.5K | 0.03% | 565 |
|
|
2023
Q3 | $8.4M | Buy |
35,343
+1,129
| +3% | +$262K | 0.03% | 496 |
|
|
2023
Q2 | $7.44M | Buy |
34,214
+77
| +0.2% | +$15.4K | 0.03% | 556 |
|
|
2023
Q1 | $6.91M | Buy |
34,137
+681
| +2% | +$156K | 0.03% | 528 |
|
|
2022
Q4 | $7.23M | Sell |
33,456
-13,255
| -28% | -$3.1M | 0.03% | 538 |
|
|
2022
Q3 | $10.2M | Sell |
46,711
-825
| -2% | -$175K | 0.04% | 382 |
|
|
2022
Q2 | $8.78M | Sell |
47,536
-1,926
| -4% | -$366K | 0.04% | 399 |
|
|
2022
Q1 | $9.04M | Sell |
49,462
-608
| -1% | -$106K | 0.04% | 400 |
|
|
2021
Q4 | $8.02M | Sell |
50,070
-271
| -0.5% | -$44.7K | 0.03% | 463 |
|
|
2021
Q3 | $7.89M | Buy |
50,341
+1,919
| +4% | +$276K | 0.03% | 451 |
|
|
2021
Q2 | $6.54M | Buy |
48,422
+3,579
| +8% | +$520K | 0.03% | 504 |
|
|
2021
Q1 | $6.38M | Buy |
44,843
+41,548
| +1,261% | +$5.3M | 0.03% | 470 |
|
|
2020
Q4 | $343K | Buy |
3,295
+493
| +18% | +$44.3K | ﹤0.01% | 1798 |
|
|
2020
Q3 | $215K | Buy |
2,802
+44
| +2% | +$3.49K | ﹤0.01% | 1874 |
|
|
2020
Q2 | $216K | Buy |
+2,758
| New | +$184K | ﹤0.01% | 1796 |
|
|
2019
Q4 | – | Sell |
-21,643
| Closed | -$1.77M | – | 2113 |
|
|
2019
Q3 | $1.77M | Sell |
21,643
-31,040
| -59% | -$2.48M | 0.01% | 810 |
|
|
2019
Q2 | $4.3M | Buy |
52,683
+26,383
| +100% | +$2.09M | 0.03% | 469 |
|
|
2019
Q1 | $1.83M | Buy |
26,300
+11,796
| +81% | +$850K | 0.02% | 750 |
|
|
2018
Q4 | $886K | Buy |
14,504
+6,248
| +76% | +$381K | 0.01% | 991 |
|
|
2018
Q3 | $533K | Buy |
+8,256
| New | +$547K | ﹤0.01% | 1407 |
|
|
2018
Q1 | – | Sell |
-17,136
| Closed | -$979K | – | 1972 |
|
|
2017
Q4 | $979K | Buy |
17,136
+1,057
| +7% | +$55.6K | 0.01% | 954 |
|
|
2017
Q3 | $829K | Buy |
16,079
+71
| +0.4% | +$3.27K | 0.01% | 1017 |
|
|
2017
Q2 | $680K | Buy |
+16,008
| New | +$650K | 0.01% | 1049 |
|
Other funds holding LPLA
VPM
VCM
SC
