KeyBank National Association’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 | $469K | Buy |
1,252
+303
| +32% | +$114K | ﹤0.01% | 799 |
|
|
2025
Q1 | $310K | Buy |
+949
| New | +$310K | ﹤0.01% | 956 |
|
|
2014
Q2 | – | Sell |
-4,998
| Closed | -$263K | – | 1275 |
|
|
2014
Q1 | $263K | Sell |
4,998
-1,888
| -27% | -$99.3K | ﹤0.01% | 1126 |
|
|
2013
Q4 | $324K | Sell |
6,886
-932
| -12% | -$43.9K | ﹤0.01% | 1056 |
|
|
2013
Q3 | $300K | Sell |
7,818
-1,756
| -18% | -$67.4K | ﹤0.01% | 1051 |
|
|
2013
Q2 | $362K | Buy |
+9,574
| New | +$362K | ﹤0.01% | 1082 |
|