LPL Financial’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.9M | Buy |
513,761
+48,154
| +10% | +$4.31M | 0.02% | 801 |
|
|
2025
Q1 | $35.3M | Buy |
465,607
+24,336
| +6% | +$1.85M | 0.01% | 853 |
|
|
2024
Q4 | $34.1M | Buy |
441,271
+66,968
| +18% | +$5.18M | 0.01% | 825 |
|
|
2024
Q3 | $27.3M | Buy |
374,303
+170,741
| +84% | +$12.5M | 0.01% | 881 |
|
|
2024
Q2 | $12.3M | Sell |
203,562
-16,244
| -7% | -$979K | 0.01% | 1239 |
|
|
2024
Q1 | $13.9M | Buy |
219,806
+7,752
| +4% | +$489K | 0.01% | 1122 |
|
|
2023
Q4 | $12.3M | Buy |
212,054
+11,006
| +5% | +$640K | 0.01% | 1123 |
|
|
2023
Q3 | $9.77M | Buy |
201,048
+41,231
| +26% | +$2M | 0.01% | 1173 |
|
|
2023
Q2 | $7.97M | Buy |
159,817
+43,057
| +37% | +$2.15M | 0.01% | 1264 |
|
|
2023
Q1 | $6.38M | Buy |
116,760
+949
| +0.8% | +$51.9K | 0.01% | 1360 |
|
|
2022
Q4 | $7.1M | Buy |
115,811
+6,361
| +6% | +$390K | 0.01% | 1236 |
|
|
2022
Q3 | $6.2M | Buy |
109,450
+7,129
| +7% | +$404K | 0.01% | 1227 |
|
|
2022
Q2 | $5.2M | Buy |
102,321
+16,389
| +19% | +$833K | ﹤0.01% | 1367 |
|
|
2022
Q1 | $5.1M | Sell |
85,932
-40,176
| -32% | -$2.39M | ﹤0.01% | 1420 |
|
|
2021
Q4 | $8.83M | Buy |
126,108
+10,965
| +10% | +$768K | 0.01% | 1091 |
|
|
2021
Q3 | $7.41M | Buy |
115,143
+25,575
| +29% | +$1.65M | 0.01% | 1121 |
|
|
2021
Q2 | $5.25M | Buy |
89,568
+5,631
| +7% | +$330K | 0.01% | 1311 |
|
|
2021
Q1 | $4.13M | Buy |
83,937
+1,665
| +2% | +$81.8K | ﹤0.01% | 1354 |
|
|
2020
Q4 | $3.64M | Sell |
82,272
-16,440
| -17% | -$727K | ﹤0.01% | 1290 |
|
|
2020
Q3 | $4.04M | Buy |
98,712
+40,971
| +71% | +$1.68M | 0.01% | 1056 |
|
|
2020
Q2 | $2.3M | Buy |
57,741
+516
| +0.9% | +$20.5K | ﹤0.01% | 1277 |
|
|
2020
Q1 | $1.81M | Sell |
57,225
-684
| -1% | -$21.6K | ﹤0.01% | 1251 |
|
|
2019
Q4 | $2.07M | Buy |
57,909
+3,447
| +6% | +$123K | ﹤0.01% | 1333 |
|
|
2019
Q3 | $1.8M | Buy |
54,462
+129
| +0.2% | +$4.27K | ﹤0.01% | 1327 |
|
|
2019
Q2 | $1.74M | Sell |
54,333
-4,266
| -7% | -$137K | ﹤0.01% | 1332 |
|
|
2019
Q1 | $1.71M | Sell |
58,599
-1,119
| -2% | -$32.6K | ﹤0.01% | 1276 |
|
|
2018
Q4 | $1.62M | Sell |
59,718
-882
| -1% | -$24K | ﹤0.01% | 1184 |
|
|
2018
Q3 | $1.73M | Sell |
60,600
-42,714
| -41% | -$1.22M | ﹤0.01% | 1270 |
|
|
2018
Q2 | $3.14M | Buy |
103,314
+39,942
| +63% | +$1.22M | 0.01% | 908 |
|
|
2018
Q1 | $1.82M | Sell |
63,372
-1,134
| -2% | -$32.6K | 0.01% | 1165 |
|
|
2017
Q4 | $1.65M | Sell |
64,506
-88,779
| -58% | -$2.27M | 0.01% | 1181 |
|
|
2017
Q3 | $3.96M | Buy |
153,285
+26,319
| +21% | +$681K | 0.01% | 686 |
|
|
2017
Q2 | $3.03M | Sell |
126,966
-67,698
| -35% | -$1.61M | 0.01% | 742 |
|
|
2017
Q1 | $4.47M | Buy |
194,664
+12,951
| +7% | +$298K | 0.03% | 461 |
|
|
2016
Q4 | $4.04M | Buy |
181,713
+44,382
| +32% | +$986K | 0.03% | 495 |
|
|
2016
Q3 | $3.06M | Buy |
137,331
+54,504
| +66% | +$1.21M | 0.03% | 564 |
|
|
2016
Q2 | $1.79M | Sell |
82,827
-21,012
| -20% | -$453K | 0.02% | 819 |
|
|
2016
Q1 | $2.25M | Buy |
103,839
+76,074
| +274% | +$1.65M | 0.01% | 1127 |
|
|
2015
Q4 | $531K | Sell |
27,765
-15,096
| -35% | -$289K | ﹤0.01% | 2147 |
|
|
2015
Q3 | $766K | Buy |
42,861
+4,557
| +12% | +$81.4K | ﹤0.01% | 1447 |
|
|
2015
Q2 | $623K | Buy |
38,304
+432
| +1% | +$7.03K | ﹤0.01% | 1723 |
|
|
2015
Q1 | $637K | Sell |
37,872
-885
| -2% | -$14.9K | ﹤0.01% | 1681 |
|
|
2014
Q4 | $620K | Buy |
38,757
+2,460
| +7% | +$39.4K | ﹤0.01% | 1618 |
|
|
2014
Q3 | $508K | Buy |
36,297
+1,287
| +4% | +$18K | ﹤0.01% | 1769 |
|
|
2014
Q2 | $451K | Sell |
35,010
-3,261
| -9% | -$42K | ﹤0.01% | 1879 |
|
|
2014
Q1 | $471K | Buy |
38,271
+10,017
| +35% | +$123K | ﹤0.01% | 1784 |
|
|
2013
Q4 | $375K | Buy |
+28,254
| New | +$375K | ﹤0.01% | 1943 |
|