KBC Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
14,361
+682
| +5% | +$256K | 0.01% | 434 |
|
|
2025
Q1 | $4.48M | Buy |
13,679
+453
| +3% | +$148K | 0.01% | 471 |
|
|
2024
Q4 | $4.32M | Buy |
13,226
+2,996
| +29% | +$978K | 0.01% | 516 |
|
|
2024
Q3 | $2.38M | Sell |
10,230
-2,040
| -17% | -$474K | 0.01% | 590 |
|
|
2024
Q2 | $3.43M | Sell |
12,270
-43,395
| -78% | -$12.1M | 0.01% | 504 |
|
|
2024
Q1 | $14.7M | Buy |
55,665
+45,796
| +464% | +$12.1M | 0.05% | 288 |
|
|
2023
Q4 | $2.25M | Sell |
9,869
-1,293
| -12% | -$294K | 0.01% | 589 |
|
|
2023
Q3 | $2.65M | Sell |
11,162
-20,917
| -65% | -$4.97M | 0.01% | 545 |
|
|
2023
Q2 | $6.98M | Sell |
32,079
-15,762
| -33% | -$3.43M | 0.03% | 410 |
|
|
2023
Q1 | $9.68M | Buy |
47,841
+908
| +2% | +$184K | 0.04% | 355 |
|
|
2022
Q4 | $10.1M | Buy |
46,933
+21,084
| +82% | +$4.56M | 0.05% | 315 |
|
|
2022
Q3 | $5.65M | Buy |
25,849
+23,693
| +1,099% | +$5.18M | 0.03% | 374 |
|
|
2022
Q2 | $397K | Buy |
+2,156
| New | +$397K | ﹤0.01% | 810 |
|