Lazard Asset 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
Q2 | $1K | Sell |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $2.48M | Sell |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $14K | Sell |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $12K | Sell |
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|
2023
Q3 | $67K | Sell |
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|
2023
Q2 | $677K | Sell |
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|
2023
Q1 | $1.57M | Buy |
|
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $896K | Sell |
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|
2022
Q2 | $4.47M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $14.1M | Buy |
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|
2020
Q1 | $8.32M | Buy |
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|
2019
Q4 | $1.73M | Sell |
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|
2019
Q3 | $15.1M | Buy |
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|
2019
Q2 | $14.4M | Sell |
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|
2019
Q1 | $12.3M | Buy |
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|
2018
Q4 | $9.44M | Sell |
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|
2018
Q3 | $10M | Buy |
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|
2018
Q2 | $9.82M | Buy |
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|
2018
Q1 | $8.69M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $11K | Sell |
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|
2015
Q1 | $12K | Buy |
|