LPL Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.8M | Buy |
142,118
+7,479
| +6% | +$2.51M | 0.01% | 992 |
|
|
2025
Q4 | $48.1M | Buy |
134,639
+5,741
| +4% | +$2.03M | 0.01% | 894 |
|
|
2025
Q3 | $42.9M | Buy |
128,898
+2,463
| +2% | +$893K | 0.01% | 926 |
|
|
2025
Q2 | $47.4M | Buy |
126,435
+8,206
| +7% | +$2.88M | 0.02% | 784 |
|
|
2025
Q1 | $38.7M | Buy |
118,229
+2,956
| +3% | +$1.03M | 0.02% | 809 |
|
|
2024
Q4 | $37.6M | Buy |
115,273
+9,138
| +9% | +$2.7M | 0.02% | 785 |
|
|
2024
Q3 | $24.7M | Buy |
106,135
+5,677
| +6% | +$1.28M | 0.01% | 935 |
|
|
2024
Q2 | $28.1M | Buy |
100,458
+11,882
| +13% | +$3.23M | 0.01% | 814 |
|
|
2024
Q1 | $23.4M | Buy |
88,576
+8,548
| +11% | +$2.16M | 0.01% | 873 |
|
|
2023
Q4 | $18.2M | Sell |
80,028
-838
| -1% | -$188K | 0.01% | 924 |
|
|
2023
Q3 | $19.2M | Buy |
80,866
+7,746
| +11% | +$1.8M | 0.01% | 824 |
|
|
2023
Q2 | $15.9M | Sell |
73,120
-43
| -0.1% | -$8.61K | 0.01% | 891 |
|
|
2023
Q1 | $14.8M | Sell |
73,163
-2,620
| -3% | -$599K | 0.01% | 891 |
|
|
2022
Q4 | $16.4M | Buy |
75,783
+11,201
| +17% | +$2.62M | 0.01% | 796 |
|
|
2022
Q3 | $14.1M | Buy |
64,582
+354
| +0.6% | +$75.3K | 0.01% | 793 |
|
|
2022
Q2 | $11.8M | Buy |
64,228
+8,538
| +15% | +$1.62M | 0.01% | 876 |
|
|
2022
Q1 | $10.2M | Sell |
55,690
-13,707
| -20% | -$2.39M | 0.01% | 990 |
|
|
2021
Q4 | $11.1M | Buy |
69,397
+3,594
| +5% | +$593K | 0.01% | 961 |
|
|
2021
Q3 | $10.3M | Sell |
65,803
-119
| -0.2% | -$17.1K | 0.01% | 948 |
|
|
2021
Q2 | $8.9M | Sell |
65,922
-3,253
| -5% | -$473K | 0.01% | 977 |
|
|
2021
Q1 | $9.83M | Buy |
69,175
+118
| +0.2% | +$15.1K | 0.01% | 832 |
|
|
2020
Q4 | $7.2M | Buy |
69,057
+47,926
| +227% | +$4.31M | 0.01% | 909 |
|
|
2020
Q3 | $1.62M | Sell |
21,131
-1,080
| -5% | -$85.8K | ﹤0.01% | 1579 |
|
|
2020
Q2 | $1.74M | Sell |
22,211
-2,224
| -9% | -$149K | ﹤0.01% | 1439 |
|
|
2020
Q1 | $1.33M | Buy |
24,435
+5,873
| +32% | +$473K | ﹤0.01% | 1438 |
|
|
2019
Q4 | $1.71M | Buy |
18,562
+317
| +2% | +$27.2K | ﹤0.01% | 1462 |
|
|
2019
Q3 | $1.49M | Buy |
18,245
+421
| +2% | +$33.7K | ﹤0.01% | 1457 |
|
|
2019
Q2 | $1.45M | Sell |
17,824
-823
| -4% | -$65.1K | ﹤0.01% | 1453 |
|
|
2019
Q1 | $1.3M | Sell |
18,647
-1,549
| -8% | -$112K | ﹤0.01% | 1476 |
|
|
2018
Q4 | $1.23M | Buy |
20,196
+2,011
| +11% | +$123K | ﹤0.01% | 1371 |
|
|
2018
Q3 | $1.17M | Buy |
18,185
+904
| +5% | +$59.9K | ﹤0.01% | 1560 |
|
|
2018
Q2 | $1.13M | Sell |
17,281
-486
| -3% | -$31.9K | ﹤0.01% | 1540 |
|
|
2018
Q1 | $1.08M | Sell |
17,767
-10,641
| -37% | -$660K | ﹤0.01% | 1542 |
|
|
2017
Q4 | $1.62M | Sell |
28,408
-1,282
| -4% | -$67.5K | ﹤0.01% | 1202 |
|
|
2017
Q3 | $1.53M | Buy |
29,690
+29
| +0.1% | +$1.33K | 0.01% | 1143 |
|
|
2017
Q2 | $1.26M | Buy |
29,661
+4,076
| +16% | +$165K | ﹤0.01% | 1230 |
|
|
2017
Q1 | $1.01M | Sell |
25,585
-10,103
| -28% | -$397K | 0.01% | 1258 |
|
|
2016
Q4 | $1.27M | Sell |
35,688
-8,241
| -19% | -$288K | 0.01% | 1061 |
|
|
2016
Q3 | $1.31M | Sell |
43,929
-1,420
| -3% | -$38.4K | 0.01% | 994 |
|
|
2016
Q2 | $975K | Sell |
45,349
-37,709
| -45% | -$947K | 0.01% | 1184 |
|
|
2016
Q1 | $1.93M | Buy |
83,058
+46,919
| +130% | +$1.27M | 0.01% | 1227 |
|
|
2015
Q4 | $1.5M | Buy |
36,139
+14,919
| +70% | +$635K | ﹤0.01% | 1359 |
|
|
2015
Q3 | $829K | Buy |
21,220
+5
| +0% | +$215 | ﹤0.01% | 1386 |
|
|
2015
Q2 | $977K | Buy |
21,215
+674
| +3% | +$29.1K | 0.01% | 1382 |
|
|
2015
Q1 | $891K | Sell |
20,541
-3,228
| -14% | -$143K | ﹤0.01% | 1439 |
|
|
2014
Q4 | $1.06M | Buy |
23,769
+1,724
| +8% | +$74.1K | 0.01% | 1259 |
|
|
2014
Q3 | $1M | Sell |
22,045
-2,344
| -10% | -$113K | 0.01% | 1269 |
|
|
2014
Q2 | $1.21M | Buy |
24,389
+126
| +0.5% | +$6.11K | 0.01% | 1187 |
|
|
2014
Q1 | $1.27M | Buy |
24,263
+499
| +2% | +$26.3K | 0.01% | 1108 |
|
|
2013
Q4 | $1.12M | Sell |
23,764
-194
| -0.8% | -$8.14K | 0.01% | 1172 |
|
|
2013
Q3 | $927K | Buy |
23,958
+2,981
| +14% | +$114K | 0.01% | 1231 |
|
|
2013
Q2 | $792K | Buy |
+20,977
| New | +$750K | 0.01% | 1266 |
|
Other funds holding LPLA
VPM
VCM
SC
