LPL Financial’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.5M | Buy |
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|
2025
Q2 | $26M | Sell |
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|
2025
Q1 | $26.7M | Buy |
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|
2024
Q4 | $27.2M | Buy |
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|
2024
Q3 | $23.3M | Buy |
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|
2024
Q2 | $14.4M | Sell |
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|
2024
Q1 | $34M | Buy |
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|
2023
Q4 | $33.2M | Sell |
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|
2023
Q3 | $30.4M | Buy |
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|
2023
Q2 | $26.1M | Buy |
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|
2023
Q1 | $26.5M | Buy |
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|
2022
Q4 | $21.2M | Buy |
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|
2022
Q3 | $18.7M | Buy |
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|
2022
Q2 | $17.8M | Buy |
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|
2022
Q1 | $20.6M | Buy |
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|
2021
Q4 | $24.5M | Buy |
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|
2021
Q3 | $21.2M | Buy |
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|
2021
Q2 | $16.5M | Buy |
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|
2021
Q1 | $11M | Buy |
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|
2020
Q4 | $10.3M | Buy |
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|
2020
Q3 | $7.17M | Sell |
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|
2020
Q2 | $7.13M | Buy |
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|
2020
Q1 | $5.34M | Buy |
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|
2019
Q4 | $4.02M | Sell |
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|
2019
Q3 | $3.55M | Buy |
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|
2019
Q2 | $3.38M | Buy |
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|
2019
Q1 | $2.69M | Buy |
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|
2018
Q4 | $1.92M | Buy |
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|
2018
Q3 | $2.1M | Buy |
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|
2018
Q2 | $1.65M | Buy |
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|
2018
Q1 | $1.45M | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $939K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $569K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $528K | Sell |
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|
2016
Q1 | $1.04M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $201K | Sell |
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|
2013
Q4 | $219K | Buy |
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