LPL Financial’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.01M | Buy |
134,580
+23,052
| +21% | +$812K | ﹤0.01% | 2834 |
|
|
2025
Q4 | $4.3M | Buy |
111,528
+6,389
| +6% | +$231K | ﹤0.01% | 2665 |
|
|
2025
Q3 | $3.72M | Buy |
105,139
+18,349
| +21% | +$625K | ﹤0.01% | 2741 |
|
|
2025
Q2 | $2.54M | Buy |
86,790
+16,327
| +23% | +$431K | ﹤0.01% | 2898 |
|
|
2025
Q1 | $1.68M | Buy |
70,463
+41,028
| +139% | +$861K | ﹤0.01% | 3111 |
|
|
2024
Q4 | $502K | Buy |
29,435
+5,237
| +22% | +$90.1K | ﹤0.01% | 4084 |
|
|
2024
Q3 | $419K | Sell |
24,198
-3,232
| -12% | -$51.9K | ﹤0.01% | 4155 |
|
|
2024
Q2 | $437K | Buy |
+27,430
| New | +$449K | ﹤0.01% | 3975 |
|
|
2024
Q1 | – | Sell |
-13,190
| Closed | -$179K | – | 4944 |
|
|
2023
Q4 | $179K | Sell |
13,190
-372
| -3% | -$4.38K | ﹤0.01% | 4421 |
|
|
2023
Q3 | $149K | Sell |
13,562
-408
| -3% | -$4.41K | ﹤0.01% | 4332 |
|
|
2023
Q2 | $147K | Buy |
+13,970
| New | +$147K | ﹤0.01% | 4247 |
|
|
2023
Q1 | – | Sell |
-11,505
| Closed | -$133K | – | 4510 |
|
|
2022
Q4 | $133K | Buy |
11,505
+10
| +0.1% | +$99 | ﹤0.01% | 4096 |
|
|
2022
Q3 | $85K | Hold |
11,495
| – | – | ﹤0.01% | 4145 |
|
|
2022
Q2 | $100K | Sell |
11,495
-3,514
| -23% | -$37.5K | ﹤0.01% | 4126 |
|
|
2022
Q1 | $190K | Buy |
15,009
+4,921
| +49% | +$65.4K | ﹤0.01% | 3840 |
|
|
2021
Q4 | $126K | Sell |
10,088
-8,064
| -44% | -$103K | ﹤0.01% | 4088 |
|
|
2021
Q3 | $231K | Buy |
18,152
+1,597
| +10% | +$20K | ﹤0.01% | 3853 |
|
|
2021
Q2 | $217K | Buy |
16,555
+1,473
| +10% | +$20K | ﹤0.01% | 3848 |
|
|
2021
Q1 | $181K | Buy |
15,082
+1,829
| +14% | +$21.4K | ﹤0.01% | 3793 |
|
|
2020
Q4 | $144K | Sell |
13,253
-1,118
| -8% | -$11.5K | ﹤0.01% | 3613 |
|
|
2020
Q3 | $121K | Buy |
14,371
+1,442
| +11% | +$13.5K | ﹤0.01% | 3329 |
|
|
2020
Q2 | $123K | Sell |
12,929
-416
| -3% | -$3.22K | ﹤0.01% | 3263 |
|
|
2020
Q1 | $86K | Buy |
13,345
+186
| +1% | +$1.54K | ﹤0.01% | 3021 |
|
|
2019
Q4 | $102K | Buy |
+13,159
| New | +$98.7K | ﹤0.01% | 3218 |
|
|
2018
Q4 | – | Sell |
-10,826
| Closed | -$123K | – | 3112 |
|
|
2018
Q3 | $123K | Buy |
+10,826
| New | +$127K | ﹤0.01% | 3096 |
|
|
2018
Q1 | – | Sell |
-15,856
| Closed | -$302K | – | 3202 |
|
|
2017
Q4 | $302K | Sell |
15,856
-6,650
| -30% | -$120K | ﹤0.01% | 2493 |
|
|
2017
Q3 | $389K | Sell |
22,506
-4,611
| -17% | -$79.9K | ﹤0.01% | 2143 |
|
|
2017
Q2 | $482K | Buy |
27,117
+2,242
| +9% | +$39.7K | ﹤0.01% | 1908 |
|
|
2017
Q1 | $415K | Sell |
24,875
-4,066
| -14% | -$70.4K | ﹤0.01% | 1957 |
|
|
2016
Q4 | $476K | Buy |
+28,941
| New | +$408K | ﹤0.01% | 1788 |
|
|
2016
Q1 | – | Sell |
-44,923
| Closed | -$942K | – | 3125 |
|
|
2015
Q4 | $942K | Buy |
44,923
+21,096
| +89% | +$502K | ﹤0.01% | 1731 |
|
|
2015
Q3 | $600K | Sell |
23,827
-112
| -0.5% | -$3.09K | ﹤0.01% | 1637 |
|
|
2015
Q2 | $645K | Buy |
23,939
+6,521
| +37% | +$189K | ﹤0.01% | 1698 |
|
|
2015
Q1 | $549K | Buy |
+17,418
| New | +$488K | ﹤0.01% | 1786 |
|
|
2014
Q2 | – | Sell |
-8,137
| Closed | -$311K | – | 2696 |
|
|
2014
Q1 | $311K | Sell |
8,137
-22,725
| -74% | -$927K | ﹤0.01% | 2099 |
|
|
2013
Q4 | $1.27M | Buy |
30,862
+18,648
| +153% | +$751K | 0.01% | 1095 |
|
|
2013
Q3 | $507K | Buy |
12,214
+2,797
| +30% | +$108K | ﹤0.01% | 1651 |
|
|
2013
Q2 | $337K | Buy |
+9,417
| New | +$357K | ﹤0.01% | 1824 |
|
Other funds holding DB
VCM
CCM
