LPL Financial’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.24M | Sell |
16,091
-4,958
| -24% | -$1.52M | ﹤0.01% | 2579 |
|
|
2025
Q4 | $6.08M | Buy |
21,049
+1,464
| +7% | +$397K | ﹤0.01% | 2371 |
|
|
2025
Q3 | $4.98M | Sell |
19,585
-8,341
| -30% | -$2.27M | ﹤0.01% | 2461 |
|
|
2025
Q2 | $6.5M | Buy |
27,926
+6,455
| +30% | +$1.53M | ﹤0.01% | 2093 |
|
|
2025
Q1 | $4.96M | Buy |
21,471
+1,904
| +10% | +$493K | ﹤0.01% | 2152 |
|
|
2024
Q4 | $5.65M | Buy |
19,567
+3,071
| +19% | +$830K | ﹤0.01% | 1984 |
|
|
2024
Q3 | $4.35M | Buy |
16,496
+3,711
| +29% | +$960K | ﹤0.01% | 2108 |
|
|
2024
Q2 | $3.07M | Buy |
12,785
+400
| +3% | +$82.3K | ﹤0.01% | 2234 |
|
|
2024
Q1 | $2.88M | Buy |
12,385
+1,343
| +12% | +$274K | ﹤0.01% | 2220 |
|
|
2023
Q4 | $2.15M | Buy |
11,042
+3,112
| +39% | +$464K | ﹤0.01% | 2353 |
|
|
2023
Q3 | $1.05M | Buy |
7,930
+1,038
| +15% | +$166K | ﹤0.01% | 2848 |
|
|
2023
Q2 | $1.08M | Sell |
6,892
-1,306
| -16% | -$224K | ﹤0.01% | 2776 |
|
|
2023
Q1 | $1.66M | Sell |
8,198
-264
| -3% | -$57.7K | ﹤0.01% | 2303 |
|
|
2022
Q4 | $1.8M | Buy |
8,462
+775
| +10% | +$124K | ﹤0.01% | 2140 |
|
|
2022
Q3 | $860K | Buy |
7,687
+4,517
| +142% | +$658K | ﹤0.01% | 2662 |
|
|
2022
Q2 | $432K | Buy |
3,170
+371
| +13% | +$67.2K | ﹤0.01% | 3330 |
|
|
2022
Q1 | $510K | Sell |
2,799
-28
| -1% | -$6.14K | ﹤0.01% | 3187 |
|
|
2021
Q4 | $824K | Sell |
2,827
-171
| -6% | -$48.1K | ﹤0.01% | 2832 |
|
|
2021
Q3 | $850K | Buy |
2,998
+440
| +17% | +$141K | ﹤0.01% | 2751 |
|
|
2021
Q2 | $824K | Sell |
2,558
-57
| -2% | -$18.1K | ﹤0.01% | 2734 |
|
|
2021
Q1 | $781K | Buy |
2,615
+41
| +2% | +$11.1K | ﹤0.01% | 2624 |
|
|
2020
Q4 | $673K | Buy |
2,574
+82
| +3% | +$18.3K | ﹤0.01% | 2495 |
|
|
2020
Q3 | $514K | Buy |
2,492
+34
| +1% | +$6.62K | ﹤0.01% | 2438 |
|
|
2020
Q2 | $484K | Buy |
2,458
+150
| +6% | +$28.3K | ﹤0.01% | 2415 |
|
|
2020
Q1 | $366K | Buy |
2,308
+254
| +12% | +$53.5K | ﹤0.01% | 2327 |
|
|
2019
Q4 | $468K | Sell |
2,054
-1,021
| -33% | -$213K | ﹤0.01% | 2432 |
|
|
2019
Q3 | $614K | Sell |
3,075
-243
| -7% | -$44.7K | ﹤0.01% | 2107 |
|
|
2019
Q2 | $565K | Sell |
3,318
-29,389
| -90% | -$4.8M | ﹤0.01% | 2189 |
|
|
2019
Q1 | $5.13M | Sell |
32,707
-1,531
| -4% | -$247K | 0.01% | 748 |
|
|
2018
Q4 | $5.57M | Buy |
34,238
+2,398
| +8% | +$387K | 0.01% | 640 |
|
|
2018
Q3 | $5.19M | Buy |
31,840
+106
| +0.3% | +$16.9K | 0.01% | 717 |
|
|
2018
Q2 | $4.78M | Buy |
31,734
+24,557
| +342% | +$3.5M | 0.01% | 732 |
|
|
2018
Q1 | $956K | Sell |
7,177
-1,492
| -17% | -$184K | ﹤0.01% | 1638 |
|
|
2017
Q4 | $1.07M | Buy |
8,669
+767
| +10% | +$78.1K | ﹤0.01% | 1486 |
|
|
2017
Q3 | $756K | Buy |
7,902
+423
| +6% | +$37.1K | ﹤0.01% | 1634 |
|
|
2017
Q2 | $678K | Sell |
7,479
-2,734
| -27% | -$263K | ﹤0.01% | 1653 |
|
|
2017
Q1 | $981K | Sell |
10,213
-477
| -4% | -$42.2K | 0.01% | 1279 |
|
|
2016
Q4 | $906K | Sell |
10,690
-470
| -4% | -$37.9K | 0.01% | 1283 |
|
|
2016
Q3 | $883K | Sell |
11,160
-1,766
| -14% | -$137K | 0.01% | 1292 |
|
|
2016
Q2 | $867K | Buy |
+12,926
| New | +$759K | 0.01% | 1274 |
|
|
2015
Q4 | – | Sell |
-7,873
| Closed | -$400K | – | 3174 |
|
|
2015
Q3 | $400K | Buy |
7,873
+3,013
| +62% | +$161K | ﹤0.01% | 1978 |
|
|
2015
Q2 | $256K | Buy |
+4,860
| New | +$260K | ﹤0.01% | 2432 |
|
Other funds holding BURL
VPM
VCM