Kennedy Capital Management’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 | $11.2M | Sell |
29,780
-6,385
| -18% | -$2.39M | 0.27% | 122 |
|
|
2025
Q1 | $11.8M | Buy |
36,165
+16,135
| +81% | +$5.28M | 0.28% | 113 |
|
|
2024
Q4 | $6.54M | Buy |
20,030
+111
| +0.6% | +$36.2K | 0.15% | 254 |
|
|
2024
Q3 | $4.63M | Buy |
19,919
+6,781
| +52% | +$1.58M | 0.1% | 339 |
|
|
2024
Q2 | $3.67M | Buy |
13,138
+2,859
| +28% | +$799K | 0.08% | 393 |
|
|
2024
Q1 | $2.72M | Buy |
10,279
+4,293
| +72% | +$1.13M | 0.06% | 462 |
|
|
2023
Q4 | $1.36M | Buy |
5,986
+586
| +11% | +$133K | 0.03% | 550 |
|
|
2023
Q3 | $1.28M | Buy |
5,400
+746
| +16% | +$177K | 0.03% | 542 |
|
|
2023
Q2 | $1.01M | Buy |
4,654
+2,197
| +89% | +$478K | 0.02% | 552 |
|
|
2023
Q1 | $497K | Sell |
2,457
-20,784
| -89% | -$4.21M | 0.01% | 556 |
|
|
2022
Q4 | $5.02M | Sell |
23,241
-19,678
| -46% | -$4.25M | 0.14% | 265 |
|
|
2022
Q3 | $9.38M | Sell |
42,919
-304
| -0.7% | -$66.4K | 0.28% | 106 |
|
|
2022
Q2 | $7.97M | Sell |
43,223
-716
| -2% | -$132K | 0.22% | 151 |
|
|
2022
Q1 | $8.03M | Buy |
43,939
+902
| +2% | +$165K | 0.19% | 193 |
|
|
2021
Q4 | $6.89M | Sell |
43,037
-1,614
| -4% | -$258K | 0.15% | 262 |
|
|
2021
Q3 | $7M | Sell |
44,651
-2,520
| -5% | -$395K | 0.16% | 250 |
|
|
2021
Q2 | $6.37M | Sell |
47,171
-866
| -2% | -$117K | 0.14% | 296 |
|
|
2021
Q1 | $6.83M | Buy |
48,037
+1,155
| +2% | +$164K | 0.14% | 280 |
|
|
2020
Q4 | $4.89M | Buy |
46,882
+91
| +0.2% | +$9.48K | 0.11% | 352 |
|
|
2020
Q3 | $3.59M | Buy |
+46,791
| New | +$3.59M | 0.1% | 376 |
|