LPL Financial’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
6,152
+2,722
| +79% | +$191K | ﹤0.01% | 4422 |
|
|
2025
Q1 | $234K | Sell |
3,430
-1,196
| -26% | -$81.5K | ﹤0.01% | 4636 |
|
|
2024
Q4 | $345K | Sell |
4,626
-132,534
| -97% | -$9.89M | ﹤0.01% | 4308 |
|
|
2024
Q3 | $12.8M | Buy |
137,160
+10,771
| +9% | +$1M | 0.01% | 1300 |
|
|
2024
Q2 | $10.8M | Sell |
126,389
-1,470
| -1% | -$126K | 0.01% | 1324 |
|
|
2024
Q1 | $10.7M | Buy |
127,859
+9,825
| +8% | +$824K | 0.01% | 1287 |
|
|
2023
Q4 | $9.9M | Buy |
118,034
+690
| +0.6% | +$57.9K | 0.01% | 1260 |
|
|
2023
Q3 | $8.76M | Buy |
117,344
+1,423
| +1% | +$106K | 0.01% | 1239 |
|
|
2023
Q2 | $9.8M | Sell |
115,921
-58
| -0.1% | -$4.9K | 0.01% | 1148 |
|
|
2023
Q1 | $9.13M | Buy |
115,979
+3,291
| +3% | +$259K | 0.01% | 1141 |
|
|
2022
Q4 | $8.26M | Buy |
112,688
+753
| +0.7% | +$55.2K | 0.01% | 1142 |
|
|
2022
Q3 | $6.48M | Buy |
111,935
+4,715
| +4% | +$273K | 0.01% | 1202 |
|
|
2022
Q2 | $6.7M | Buy |
107,220
+7,849
| +8% | +$491K | 0.01% | 1197 |
|
|
2022
Q1 | $7.45M | Buy |
99,371
+99
| +0.1% | +$7.42K | 0.01% | 1176 |
|
|
2021
Q4 | $7.91M | Buy |
99,272
+10,661
| +12% | +$849K | 0.01% | 1164 |
|
|
2021
Q3 | $7.37M | Buy |
88,611
+9,964
| +13% | +$829K | 0.01% | 1130 |
|
|
2021
Q2 | $6.92M | Buy |
78,647
+6,955
| +10% | +$612K | 0.01% | 1124 |
|
|
2021
Q1 | $6.38M | Buy |
71,692
+13,313
| +23% | +$1.19M | 0.01% | 1076 |
|
|
2020
Q4 | $4.27M | Buy |
58,379
+15,103
| +35% | +$1.11M | 0.01% | 1202 |
|
|
2020
Q3 | $2.96M | Buy |
+43,276
| New | +$2.96M | ﹤0.01% | 1240 |
|
|
2020
Q1 | – | Sell |
-2,796
| Closed | -$208K | – | 3336 |
|
|
2019
Q4 | $208K | Buy |
2,796
+71
| +3% | +$5.28K | ﹤0.01% | 3058 |
|
|
2019
Q3 | $211K | Sell |
2,725
-5,776
| -68% | -$447K | ﹤0.01% | 2947 |
|
|
2019
Q2 | $617K | Buy |
+8,501
| New | +$617K | ﹤0.01% | 2101 |
|
|
2018
Q2 | – | Sell |
-6,227
| Closed | -$416K | – | 3237 |
|
|
2018
Q1 | $416K | Sell |
6,227
-4,537
| -42% | -$303K | ﹤0.01% | 2302 |
|
|
2017
Q4 | $770K | Sell |
10,764
-386
| -3% | -$27.6K | ﹤0.01% | 1716 |
|
|
2017
Q3 | $719K | Sell |
11,150
-86
| -0.8% | -$5.55K | ﹤0.01% | 1660 |
|
|
2017
Q2 | $704K | Sell |
11,236
-586
| -5% | -$36.7K | ﹤0.01% | 1618 |
|
|
2017
Q1 | $732K | Sell |
11,822
-187
| -2% | -$11.6K | 0.01% | 1487 |
|
|
2016
Q4 | $666K | Buy |
+12,009
| New | +$666K | 0.01% | 1489 |
|
|
2016
Q3 | – | Sell |
-3,720
| Closed | -$206K | – | 2702 |
|
|
2016
Q2 | $206K | Sell |
3,720
-21,780
| -85% | -$1.21M | ﹤0.01% | 2360 |
|
|
2016
Q1 | $1.33M | Sell |
25,500
-554
| -2% | -$28.9K | ﹤0.01% | 1452 |
|
|
2015
Q4 | $1.44M | Buy |
26,054
+16,318
| +168% | +$899K | ﹤0.01% | 1395 |
|
|
2015
Q3 | $583K | Sell |
9,736
-20,061
| -67% | -$1.2M | ﹤0.01% | 1664 |
|
|
2015
Q2 | $1.97M | Buy |
29,797
+3,478
| +13% | +$230K | 0.01% | 915 |
|
|
2015
Q1 | $1.74M | Buy |
26,319
+13,853
| +111% | +$917K | 0.01% | 987 |
|
|
2014
Q4 | $684K | Buy |
12,466
+6,637
| +114% | +$364K | ﹤0.01% | 1566 |
|
|
2014
Q3 | $227K | Sell |
5,829
-176
| -3% | -$6.85K | ﹤0.01% | 2361 |
|
|
2014
Q2 | $258K | Sell |
6,005
-77
| -1% | -$3.31K | ﹤0.01% | 2310 |
|
|
2014
Q1 | $273K | Sell |
6,082
-558
| -8% | -$25K | ﹤0.01% | 2192 |
|
|
2013
Q4 | $292K | Buy |
6,640
+75
| +1% | +$3.3K | ﹤0.01% | 2142 |
|
|
2013
Q3 | $311K | Buy |
6,565
+29
| +0.4% | +$1.37K | ﹤0.01% | 1977 |
|
|
2013
Q2 | $243K | Buy |
+6,536
| New | +$243K | ﹤0.01% | 2058 |
|