Kennedy Capital 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
Q3 | $7.98M | Sell |
|
|||||
|
2025
Q2 | $11.2M | Sell |
|
|||||
|
2025
Q1 | $11.8M | Buy |
|
|||||
|
2024
Q4 | $6.54M | Buy |
|
|||||
|
2024
Q3 | $4.63M | Buy |
|
|||||
|
2024
Q2 | $3.67M | Buy |
|
|||||
|
2024
Q1 | $2.72M | Buy |
|
|||||
|
2023
Q4 | $1.36M | Buy |
|
|||||
|
2023
Q3 | $1.28M | Buy |
|
|||||
|
2023
Q2 | $1.01M | Buy |
|
|||||
|
2023
Q1 | $497K | Sell |
|
|||||
|
2022
Q4 | $5.02M | Sell |
|
|||||
|
2022
Q3 | $9.38M | Sell |
|
|||||
|
2022
Q2 | $7.97M | Sell |
|
|||||
|
2022
Q1 | $8.03M | Buy |
|
|||||
|
2021
Q4 | $6.89M | Sell |
|
|||||
|
2021
Q3 | $7M | Sell |
|
|||||
|
2021
Q2 | $6.37M | Sell |
|
|||||
|
2021
Q1 | $6.83M | Buy |
|
|||||
|
2020
Q4 | $4.89M | Buy |
|
|||||
|
2020
Q3 | $3.59M | Buy |
|