LPL Financial’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.71M | Buy |
231,055
+11,816
| +5% | +$509K | ﹤0.01% | 2020 |
|
|
2025
Q4 | $8.69M | Buy |
219,239
+743
| +0.3% | +$30.5K | ﹤0.01% | 2054 |
|
|
2025
Q3 | $9.3M | Sell |
218,496
-8,866
| -4% | -$376K | ﹤0.01% | 1939 |
|
|
2025
Q2 | $9.82M | Sell |
227,362
-5,884
| -3% | -$244K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $9.95M | Sell |
233,246
-17,684
| -7% | -$722K | ﹤0.01% | 1605 |
|
|
2024
Q4 | $10.3M | Buy |
250,930
+849
| +0.3% | +$37.6K | ﹤0.01% | 1531 |
|
|
2024
Q3 | $12.1M | Buy |
250,081
+4,940
| +2% | +$228K | 0.01% | 1341 |
|
|
2024
Q2 | $10.4M | Sell |
245,141
-20
| -0% | -$832 | 0.01% | 1347 |
|
|
2024
Q1 | $10.5M | Buy |
245,161
+29,963
| +14% | +$1.25M | 0.01% | 1298 |
|
|
2023
Q4 | $9.28M | Sell |
215,198
-32,088
| -13% | -$1.24M | 0.01% | 1302 |
|
|
2023
Q3 | $8.74M | Buy |
247,286
+20,829
| +9% | +$835K | 0.01% | 1244 |
|
|
2023
Q2 | $9.69M | Buy |
226,457
+2,611
| +1% | +$112K | 0.01% | 1160 |
|
|
2023
Q1 | $9.88M | Sell |
223,846
-795
| -0.4% | -$36.2K | 0.01% | 1091 |
|
|
2022
Q4 | $10.3M | Sell |
224,641
-3,494
| -2% | -$152K | 0.01% | 1012 |
|
|
2022
Q3 | $9.09M | Buy |
228,135
+5,939
| +3% | +$268K | 0.01% | 1011 |
|
|
2022
Q2 | $9.55M | Buy |
222,196
+52,820
| +31% | +$2.32M | 0.01% | 984 |
|
|
2022
Q1 | $7.61M | Buy |
169,376
+6,507
| +4% | +$287K | 0.01% | 1164 |
|
|
2021
Q4 | $7.83M | Buy |
162,869
+7,583
| +5% | +$348K | 0.01% | 1171 |
|
|
2021
Q3 | $6.71M | Buy |
155,286
+3,870
| +3% | +$182K | 0.01% | 1194 |
|
|
2021
Q2 | $7.1M | Sell |
151,416
-549
| -0.4% | -$25.7K | 0.01% | 1115 |
|
|
2021
Q1 | $6.7M | Buy |
151,965
+9,686
| +7% | +$406K | 0.01% | 1051 |
|
|
2020
Q4 | $5.82M | Buy |
142,279
+106,875
| +302% | +$4.03M | 0.01% | 1031 |
|
|
2020
Q3 | $1.22M | Buy |
35,404
+5,966
| +20% | +$213K | ﹤0.01% | 1779 |
|
|
2020
Q2 | $1.04M | Sell |
29,438
-18,683
| -39% | -$611K | ﹤0.01% | 1786 |
|
|
2020
Q1 | $1.55M | Sell |
48,121
-13,489
| -22% | -$677K | ﹤0.01% | 1343 |
|
|
2019
Q4 | $3.3M | Buy |
61,610
+20,445
| +50% | +$1.14M | 0.01% | 1054 |
|
|
2019
Q3 | $2.32M | Sell |
41,165
-21
| -0.1% | -$1.14K | ﹤0.01% | 1166 |
|
|
2019
Q2 | $2.18M | Buy |
41,186
+1,495
| +4% | +$79.8K | ﹤0.01% | 1203 |
|
|
2019
Q1 | $2.2M | Buy |
39,691
+2,260
| +6% | +$117K | 0.01% | 1146 |
|
|
2018
Q4 | $1.82M | Sell |
37,431
-1,625
| -4% | -$77.5K | ﹤0.01% | 1126 |
|
|
2018
Q3 | $1.75M | Buy |
39,056
+1,512
| +4% | +$68K | ﹤0.01% | 1267 |
|
|
2018
Q2 | $1.65M | Sell |
37,544
-3,170
| -8% | -$128K | ﹤0.01% | 1260 |
|
|
2018
Q1 | $1.6M | Sell |
40,714
-26,791
| -40% | -$1.04M | ﹤0.01% | 1268 |
|
|
2017
Q4 | $2.91M | Buy |
67,505
+7,612
| +13% | +$319K | 0.01% | 872 |
|
|
2017
Q3 | $2.5M | Buy |
59,893
+2,718
| +5% | +$111K | 0.01% | 874 |
|
|
2017
Q2 | $2.24M | Buy |
57,175
+924
| +2% | +$37.3K | 0.01% | 867 |
|
|
2017
Q1 | $2.46M | Buy |
56,251
+2,476
| +5% | +$110K | 0.02% | 722 |
|
|
2016
Q4 | $2.39M | Sell |
53,775
-4,418
| -8% | -$195K | 0.02% | 713 |
|
|
2016
Q3 | $2.85M | Sell |
58,193
-13,060
| -18% | -$667K | 0.03% | 596 |
|
|
2016
Q2 | $3.74M | Sell |
71,253
-11,064
| -13% | -$513K | 0.03% | 476 |
|
|
2016
Q1 | $3.81M | Sell |
82,317
-7,572
| -8% | -$329K | 0.01% | 847 |
|
|
2015
Q4 | $3.62M | Buy |
89,889
+46,200
| +106% | +$1.76M | 0.01% | 862 |
|
|
2015
Q3 | $1.61M | Sell |
43,689
-1,083
| -2% | -$39.3K | 0.01% | 953 |
|
|
2015
Q2 | $1.62M | Buy |
44,772
+712
| +2% | +$27.3K | 0.01% | 1035 |
|
|
2015
Q1 | $1.81M | Buy |
44,060
+610
| +1% | +$25.3K | 0.01% | 964 |
|
|
2014
Q4 | $1.71M | Sell |
43,450
-964
| -2% | -$36.5K | 0.01% | 983 |
|
|
2014
Q3 | $1.54M | Buy |
44,414
+1,595
| +4% | +$58.3K | 0.01% | 1017 |
|
|
2014
Q2 | $1.59M | Buy |
42,819
+10,210
| +31% | +$359K | 0.01% | 1029 |
|
|
2014
Q1 | $1.12M | Sell |
32,609
-10,881
| -25% | -$363K | 0.01% | 1194 |
|
|
2013
Q4 | $1.32M | Buy |
43,490
+8,159
| +23% | +$264K | 0.01% | 1069 |
|
|
2013
Q3 | $1.16M | Buy |
35,331
+11,126
| +46% | +$371K | 0.01% | 1099 |
|
|
2013
Q2 | $833K | Buy |
+24,205
| New | +$910K | 0.01% | 1234 |
|
Other funds holding NNN
VPM
VCM
RIM