Legal & General Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $86.4M | Sell |
287,069
-81,232
| -22% | -$27.3M | 0.02% | 543 |
|
|
2025
Q4 | $132M | Buy |
368,301
+32,932
| +10% | +$11.6M | 0.03% | 450 |
|
|
2025
Q3 | $112M | Buy |
335,369
+6,807
| +2% | +$2.47M | 0.03% | 499 |
|
|
2025
Q2 | $123M | Sell |
328,562
-15,517
| -5% | -$5.44M | 0.03% | 467 |
|
|
2025
Q1 | $113M | Buy |
344,079
+37,161
| +12% | +$12.9M | 0.03% | 477 |
|
|
2024
Q4 | $100M | Sell |
306,918
-33,608
| -10% | -$9.94M | 0.03% | 506 |
|
|
2024
Q3 | $79.2M | Sell |
340,526
-2,796
| -0.8% | -$630K | 0.02% | 561 |
|
|
2024
Q2 | $95.9M | Sell |
343,322
-11,252
| -3% | -$3.05M | 0.03% | 503 |
|
|
2024
Q1 | $93.7M | Sell |
354,574
-5,620
| -2% | -$1.42M | 0.03% | 513 |
|
|
2023
Q4 | $82M | Sell |
360,194
-28,339
| -7% | -$6.37M | 0.03% | 525 |
|
|
2023
Q3 | $92.3M | Sell |
388,533
-8,524
| -2% | -$1.98M | 0.03% | 488 |
|
|
2023
Q2 | $86.3M | Sell |
397,057
-11,900
| -3% | -$2.38M | 0.03% | 520 |
|
|
2023
Q1 | $82.8M | Buy |
408,957
+74,650
| +22% | +$17.1M | 0.03% | 518 |
|
|
2022
Q4 | $72.3M | Buy |
334,307
+27,717
| +9% | +$6.48M | 0.03% | 539 |
|
|
2022
Q3 | $67M | Sell |
306,590
-56
| -0% | -$11.9K | 0.03% | 560 |
|
|
2022
Q2 | $56.6M | Buy |
306,646
+220,806
| +257% | +$41.9M | 0.02% | 610 |
|
|
2022
Q1 | $15.7M | Buy |
85,840
+2,321
| +3% | +$404K | ﹤0.01% | 954 |
|
|
2021
Q4 | $13.4M | Buy |
83,519
+7,722
| +10% | +$1.27M | ﹤0.01% | 1057 |
|
|
2021
Q3 | $11.9M | Buy |
75,797
+2,870
| +4% | +$412K | ﹤0.01% | 1082 |
|
|
2021
Q2 | $9.84M | Sell |
72,927
-10,565
| -13% | -$1.54M | ﹤0.01% | 1175 |
|
|
2021
Q1 | $11.9M | Buy |
83,492
+15,474
| +23% | +$1.97M | ﹤0.01% | 1102 |
|
|
2020
Q4 | $7.09M | Sell |
68,018
-19,102
| -22% | -$1.72M | ﹤0.01% | 1299 |
|
|
2020
Q3 | $6.68M | Buy |
87,120
+539
| +0.6% | +$42.8K | ﹤0.01% | 1205 |
|
|
2020
Q2 | $6.79M | Sell |
86,581
-992
| -1% | -$66.3K | ﹤0.01% | 1171 |
|
|
2020
Q1 | $4.77M | Sell |
87,573
-3,902
| -4% | -$315K | ﹤0.01% | 1176 |
|
|
2019
Q4 | $8.44M | Buy |
91,475
+7,404
| +9% | +$635K | ﹤0.01% | 1096 |
|
|
2019
Q3 | $6.88M | Buy |
84,071
+10,079
| +14% | +$807K | ﹤0.01% | 1139 |
|
|
2019
Q2 | $6.04M | Buy |
73,992
+861
| +1% | +$68.1K | ﹤0.01% | 1188 |
|
|
2019
Q1 | $5.09M | Buy |
73,131
+3,060
| +4% | +$221K | ﹤0.01% | 1158 |
|
|
2018
Q4 | $4.28M | Buy |
70,071
+5,576
| +9% | +$340K | ﹤0.01% | 1143 |
|
|
2018
Q3 | $4.16M | Buy |
64,495
+2,362
| +4% | +$157K | ﹤0.01% | 1299 |
|
|
2018
Q2 | $4.07M | Sell |
62,133
-4,376
| -7% | -$288K | ﹤0.01% | 1252 |
|
|
2018
Q1 | $4.06M | Sell |
66,509
-19,839
| -23% | -$1.23M | ﹤0.01% | 1202 |
|
|
2017
Q4 | $4.93M | Buy |
86,348
+6,930
| +9% | +$365K | ﹤0.01% | 1098 |
|
|
2017
Q3 | $4.1M | Buy |
79,418
+4,407
| +6% | +$203K | ﹤0.01% | 1152 |
|
|
2017
Q2 | $3.18M | Buy |
75,011
+2,350
| +3% | +$95.4K | ﹤0.01% | 1249 |
|
|
2017
Q1 | $2.89M | Buy |
72,661
+19,923
| +38% | +$783K | ﹤0.01% | 1253 |
|
|
2016
Q4 | $1.85M | Sell |
52,738
-192
| -0.4% | -$6.71K | ﹤0.01% | 1436 |
|
|
2016
Q3 | $1.58M | Buy |
52,930
+16,464
| +45% | +$445K | ﹤0.01% | 1191 |
|
|
2016
Q2 | $822K | Buy |
36,466
+9,431
| +35% | +$237K | ﹤0.01% | 1213 |
|
|
2016
Q1 | $670K | Sell |
27,035
-4,690
| -15% | -$127K | ﹤0.01% | 1236 |
|
|
2015
Q4 | $1.35M | Buy |
31,725
+1,325
| +4% | +$56.4K | ﹤0.01% | 1057 |
|
|
2015
Q3 | $1.21M | Sell |
30,400
-2,453
| -7% | -$106K | ﹤0.01% | 1071 |
|
|
2015
Q2 | $1.53M | Buy |
32,853
+9,188
| +39% | +$397K | ﹤0.01% | 1043 |
|
|
2015
Q1 | $1.04M | Buy |
23,665
+20,930
| +765% | +$925K | ﹤0.01% | 1106 |
|
|
2014
Q4 | $122K | Hold |
2,735
| – | – | ﹤0.01% | 1830 |
|
|
2014
Q3 | $126K | Hold |
2,735
| – | – | ﹤0.01% | 1752 |
|
|
2014
Q2 | $136K | Buy |
2,735
+2,036
| +291% | +$98.7K | ﹤0.01% | 1281 |
|
|
2014
Q1 | $37K | Buy |
+699
| New | +$36.9K | ﹤0.01% | 1293 |
|
Other funds holding LPLA
VPM
VCM
SC
