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
Q3 | – | Sell |
-4
| Closed | -$1K | – | 2102 |
|
|
2025
Q2 | $1K | Sell |
4
-8,988
| -100% | -$3.15M | ﹤0.01% | 2256 |
|
|
2025
Q1 | $2.94M | Buy |
8,992
+1,410
| +19% | +$491K | ﹤0.01% | 845 |
|
|
2024
Q4 | $2.48M | Sell |
7,582
-5,326
| -41% | -$1.57M | ﹤0.01% | 808 |
|
|
2024
Q3 | $3M | Buy |
12,908
+12,857
| +25,210% | +$2.9M | ﹤0.01% | 769 |
|
|
2024
Q2 | $14K | Sell |
51
-889
| -95% | -$241K | ﹤0.01% | 2037 |
|
|
2024
Q1 | $247K | Buy |
940
+886
| +1,641% | +$224K | ﹤0.01% | 1238 |
|
|
2023
Q4 | $12K | Sell |
54
-230
| -81% | -$51.7K | ﹤0.01% | 2087 |
|
|
2023
Q3 | $67K | Sell |
284
-2,836
| -91% | -$659K | ﹤0.01% | 1771 |
|
|
2023
Q2 | $677K | Sell |
3,120
-4,636
| -60% | -$928K | ﹤0.01% | 1050 |
|
|
2023
Q1 | $1.57M | Buy |
7,756
+6,727
| +654% | +$1.54M | ﹤0.01% | 948 |
|
|
2022
Q4 | $221K | Sell |
1,029
-3,074
| -75% | -$719K | ﹤0.01% | 1281 |
|
|
2022
Q3 | $896K | Sell |
4,103
-20,158
| -83% | -$4.29M | ﹤0.01% | 1003 |
|
|
2022
Q2 | $4.47M | Buy |
+24,261
| New | +$4.61M | 0.01% | 757 |
|
|
2020
Q3 | – | Sell |
-179,948
| Closed | -$14.1M | – | 1681 |
|
|
2020
Q2 | $14.1M | Buy |
179,948
+27,109
| +18% | +$1.81M | 0.02% | 425 |
|
|
2020
Q1 | $8.32M | Buy |
152,839
+134,134
| +717% | +$10.8M | 0.02% | 459 |
|
|
2019
Q4 | $1.73M | Sell |
18,705
-165,073
| -90% | -$14.2M | ﹤0.01% | 685 |
|
|
2019
Q3 | $15.1M | Buy |
183,778
+7,420
| +4% | +$594K | 0.02% | 388 |
|
|
2019
Q2 | $14.4M | Sell |
176,358
-707
| -0.4% | -$55.9K | 0.02% | 394 |
|
|
2019
Q1 | $12.3M | Buy |
177,065
+22,449
| +15% | +$1.62M | 0.02% | 389 |
|
|
2018
Q4 | $9.44M | Sell |
154,616
-887
| -0.6% | -$54.1K | 0.02% | 416 |
|
|
2018
Q3 | $10M | Buy |
155,503
+5,612
| +4% | +$372K | 0.02% | 447 |
|
|
2018
Q2 | $9.82M | Buy |
149,891
+7,617
| +5% | +$501K | 0.02% | 442 |
|
|
2018
Q1 | $8.69M | Buy |
+142,274
| New | +$8.82M | 0.01% | 459 |
|
|
2015
Q3 | – | Sell |
-258
| Closed | -$11K | – | 1116 |
|
|
2015
Q2 | $11K | Sell |
258
-33
| -11% | -$1.43K | ﹤0.01% | 1049 |
|
|
2015
Q1 | $12K | Buy |
+291
| New | +$12.9K | ﹤0.01% | 1050 |
|
Other funds holding LPLA
LPC
