LPL Financial’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $447K | Sell |
12,076
-489
| -4% | -$21.1K | ﹤0.01% | 4863 |
|
|
2025
Q4 | $695K | Sell |
12,565
-2,733
| -18% | -$151K | ﹤0.01% | 4415 |
|
|
2025
Q3 | $812K | Buy |
15,298
+2,763
| +22% | +$149K | ﹤0.01% | 4201 |
|
|
2025
Q2 | $710K | Sell |
12,535
-3,196
| -20% | -$165K | ﹤0.01% | 4068 |
|
|
2025
Q1 | $762K | Sell |
15,731
-1,517
| -9% | -$83.1K | ﹤0.01% | 3781 |
|
|
2024
Q4 | $1.05M | Buy |
17,248
+8,100
| +89% | +$483K | ﹤0.01% | 3451 |
|
|
2024
Q3 | $504K | Sell |
9,148
-7,443
| -45% | -$366K | ﹤0.01% | 3990 |
|
|
2024
Q2 | $804K | Sell |
16,591
-11,015
| -40% | -$605K | ﹤0.01% | 3461 |
|
|
2024
Q1 | $1.78M | Sell |
27,606
-2,057
| -7% | -$125K | ﹤0.01% | 2626 |
|
|
2023
Q4 | $1.85M | Sell |
29,663
-2,427
| -8% | -$137K | ﹤0.01% | 2476 |
|
|
2023
Q3 | $1.78M | Buy |
32,090
+2,146
| +7% | +$118K | ﹤0.01% | 2395 |
|
|
2023
Q2 | $1.61M | Buy |
29,944
+14,258
| +91% | +$791K | ﹤0.01% | 2441 |
|
|
2023
Q1 | $1.05M | Buy |
15,686
+363
| +2% | +$25K | ﹤0.01% | 2712 |
|
|
2022
Q4 | $1.03M | Sell |
15,323
-1,158
| -7% | -$71.8K | ﹤0.01% | 2620 |
|
|
2022
Q3 | $987K | Sell |
16,481
-463
| -3% | -$31.1K | ﹤0.01% | 2555 |
|
|
2022
Q2 | $1.13M | Sell |
16,944
-867
| -5% | -$59.4K | ﹤0.01% | 2489 |
|
|
2022
Q1 | $1.3M | Sell |
17,811
-364
| -2% | -$29.4K | ﹤0.01% | 2390 |
|
|
2021
Q4 | $1.88M | Sell |
18,175
-3,037
| -14% | -$352K | ﹤0.01% | 2136 |
|
|
2021
Q3 | $2.5M | Buy |
21,212
+6,502
| +44% | +$747K | ﹤0.01% | 1886 |
|
|
2021
Q2 | $1.64M | Buy |
14,710
+1,865
| +15% | +$204K | ﹤0.01% | 2141 |
|
|
2021
Q1 | $1.39M | Sell |
12,845
-6,953
| -35% | -$867K | ﹤0.01% | 2115 |
|
|
2020
Q4 | $2.64M | Buy |
19,798
+12,147
| +159% | +$1.36M | ﹤0.01% | 1499 |
|
|
2020
Q3 | $686K | Buy |
7,651
+3,254
| +74% | +$273K | ﹤0.01% | 2221 |
|
|
2020
Q2 | $365K | Sell |
4,397
-45
| -1% | -$3K | ﹤0.01% | 2680 |
|
|
2020
Q1 | $234K | Buy |
+4,442
| New | +$260K | ﹤0.01% | 2687 |
|
|
2019
Q1 | – | Sell |
-12,706
| Closed | -$520K | – | 3188 |
|
|
2018
Q4 | $520K | Buy |
12,706
+1,877
| +17% | +$79.8K | ﹤0.01% | 2009 |
|
|
2018
Q3 | $612K | Sell |
10,829
-1,080
| -9% | -$53.8K | ﹤0.01% | 2081 |
|
|
2018
Q2 | $517K | Sell |
11,909
-1,156
| -9% | -$48.8K | ﹤0.01% | 2166 |
|
|
2018
Q1 | $512K | Sell |
13,065
-23
| -0.2% | -$859 | ﹤0.01% | 2127 |
|
|
2017
Q4 | $429K | Sell |
13,088
-961
| -7% | -$33.6K | ﹤0.01% | 2191 |
|
|
2017
Q3 | $479K | Buy |
+14,049
| New | +$475K | ﹤0.01% | 1980 |
|
Other funds holding BL
CCG
VPM
FP
VCM
IC
