LPL Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Sell |
21,095
-4,748
| -18% | -$1.92M | ﹤0.01% | 1868 |
|
|
2025
Q1 | $10.8M | Sell |
25,843
-4,883
| -16% | -$2.05M | ﹤0.01% | 1535 |
|
|
2024
Q4 | $14.9M | Buy |
30,726
+191
| +0.6% | +$92.5K | 0.01% | 1258 |
|
|
2024
Q3 | $15.5M | Sell |
30,535
-678
| -2% | -$344K | 0.01% | 1180 |
|
|
2024
Q2 | $14M | Sell |
31,213
-1,057
| -3% | -$475K | 0.01% | 1153 |
|
|
2024
Q1 | $15.4M | Buy |
32,270
+2,929
| +10% | +$1.4M | 0.01% | 1067 |
|
|
2023
Q4 | $13.2M | Buy |
29,341
+1,212
| +4% | +$547K | 0.01% | 1078 |
|
|
2023
Q3 | $9.67M | Buy |
28,129
+5,266
| +23% | +$1.81M | 0.01% | 1179 |
|
|
2023
Q2 | $8.01M | Buy |
22,863
+5,355
| +31% | +$1.88M | 0.01% | 1259 |
|
|
2023
Q1 | $5.7M | Buy |
17,508
+5,056
| +41% | +$1.65M | ﹤0.01% | 1418 |
|
|
2022
Q4 | $4.19M | Buy |
12,452
+2,253
| +22% | +$757K | ﹤0.01% | 1566 |
|
|
2022
Q3 | $2.82M | Buy |
10,199
+2,377
| +30% | +$658K | ﹤0.01% | 1745 |
|
|
2022
Q2 | $1.89M | Sell |
7,822
-4,722
| -38% | -$1.14M | ﹤0.01% | 2070 |
|
|
2022
Q1 | $3.73M | Sell |
12,544
-5,283
| -30% | -$1.57M | ﹤0.01% | 1619 |
|
|
2021
Q4 | $5.96M | Sell |
17,827
-3,604
| -17% | -$1.2M | 0.01% | 1339 |
|
|
2021
Q3 | $6.51M | Buy |
21,431
+10,590
| +98% | +$3.22M | 0.01% | 1212 |
|
|
2021
Q2 | $2.63M | Buy |
10,841
+3,920
| +57% | +$950K | ﹤0.01% | 1766 |
|
|
2021
Q1 | $1.26M | Buy |
6,921
+973
| +16% | +$178K | ﹤0.01% | 2191 |
|
|
2020
Q4 | $953K | Sell |
5,948
-161
| -3% | -$25.8K | ﹤0.01% | 2215 |
|
|
2020
Q3 | $763K | Buy |
6,109
+1,904
| +45% | +$238K | ﹤0.01% | 2128 |
|
|
2020
Q2 | $510K | Buy |
4,205
+1,604
| +62% | +$195K | ﹤0.01% | 2355 |
|
|
2020
Q1 | $259K | Sell |
2,601
-211
| -8% | -$21K | ﹤0.01% | 2607 |
|
|
2019
Q4 | $433K | Buy |
2,812
+697
| +33% | +$107K | ﹤0.01% | 2489 |
|
|
2019
Q3 | $302K | Buy |
2,115
+8
| +0.4% | +$1.14K | ﹤0.01% | 2668 |
|
|
2019
Q2 | $339K | Sell |
2,107
-14
| -0.7% | -$2.25K | ﹤0.01% | 2585 |
|
|
2019
Q1 | $322K | Buy |
2,121
+334
| +19% | +$50.7K | ﹤0.01% | 2560 |
|
|
2018
Q4 | $228K | Buy |
1,787
+14
| +0.8% | +$1.79K | ﹤0.01% | 2692 |
|
|
2018
Q3 | $281K | Sell |
1,773
-329
| -16% | -$52.1K | ﹤0.01% | 2742 |
|
|
2018
Q2 | $279K | Buy |
+2,102
| New | +$279K | ﹤0.01% | 2701 |
|
|
2017
Q1 | – | Sell |
-2,101
| Closed | -$210K | – | 2751 |
|
|
2016
Q4 | $210K | Buy |
+2,101
| New | +$210K | ﹤0.01% | 2446 |
|
|
2016
Q2 | – | Sell |
-3,240
| Closed | -$289K | – | 2801 |
|
|
2016
Q1 | $289K | Buy |
3,240
+648
| +25% | +$57.8K | ﹤0.01% | 2542 |
|
|
2015
Q4 | $231K | Buy |
+2,592
| New | +$231K | ﹤0.01% | 2718 |
|