Loomis, Sayles & Company’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 | $60.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $9K | Buy |
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|
2023
Q2 | $5K | Sell |
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|
2023
Q1 | $10K | Sell |
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|
2022
Q4 | $14K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $670K | Sell |
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|
2019
Q3 | $3.65M | Buy |
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|
2019
Q2 | $2.73M | Hold |
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|
2019
Q1 | $2.33M | Buy |
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