Los Angeles Capital Management’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 | – | Sell |
-1,293
| Closed | -$423K | – | 1411 |
|
|
2025
Q1 | $423K | Sell |
1,293
-20
| -2% | -$6.54K | ﹤0.01% | 791 |
|
|
2024
Q4 | $429K | Hold |
1,313
| – | – | ﹤0.01% | 848 |
|
|
2024
Q3 | $305K | Buy |
+1,313
| New | +$305K | ﹤0.01% | 1005 |
|
|
2023
Q4 | – | Sell |
-2,351
| Closed | -$559K | – | 1193 |
|
|
2023
Q3 | $559K | Buy |
+2,351
| New | +$559K | ﹤0.01% | 792 |
|
|
2022
Q1 | – | Sell |
-14,484
| Closed | -$2.32M | – | 1454 |
|
|
2021
Q4 | $2.32M | Sell |
14,484
-15,621
| -52% | -$2.5M | 0.01% | 484 |
|
|
2021
Q3 | $4.72M | Sell |
30,105
-1,860
| -6% | -$292K | 0.02% | 351 |
|
|
2021
Q2 | $4.32M | Sell |
31,965
-3,445
| -10% | -$465K | 0.02% | 411 |
|
|
2021
Q1 | $5.03M | Sell |
35,410
-5,300
| -13% | -$753K | 0.02% | 412 |
|
|
2020
Q4 | $4.24M | Buy |
40,710
+1,800
| +5% | +$188K | 0.02% | 433 |
|
|
2020
Q3 | $2.98M | Sell |
38,910
-73,394
| -65% | -$5.63M | 0.01% | 460 |
|
|
2020
Q2 | $8.81M | Sell |
112,304
-27,977
| -20% | -$2.19M | 0.04% | 299 |
|
|
2020
Q1 | $7.64M | Sell |
140,281
-120,123
| -46% | -$6.54M | 0.05% | 274 |
|
|
2019
Q4 | $24M | Sell |
260,404
-275,093
| -51% | -$25.4M | 0.12% | 172 |
|
|
2019
Q3 | $43.9M | Sell |
535,497
-1,400
| -0.3% | -$115K | 0.24% | 109 |
|
|
2019
Q2 | $43.8M | Buy |
536,897
+123,687
| +30% | +$10.1M | 0.23% | 103 |
|
|
2019
Q1 | $28.8M | Buy |
+413,210
| New | +$28.8M | 0.16% | 145 |
|