LPL Financial
OR icon

LPL Financial’s OR Royalties Inc OR Stock Holding History

LPL Financial’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32M Buy
34,706
+3,311
+11% +$136K ﹤0.01% 3906
2025
Q4 		$1.11M Buy
31,395
+4,633
+17% +$162K ﹤0.01% 3963
2025
Q3 		$1.07M Buy
26,762
+743
+3% +$23.2K ﹤0.01% 3931
2025
Q2 		$669K Sell
26,019
-1,282
-5% -$30.9K ﹤0.01% 4122
2025
Q1 		$577K Sell
27,301
-6,297
-19% -$121K ﹤0.01% 4032
2024
Q4 		$608K Sell
33,598
-5,436
-14% -$106K ﹤0.01% 3923
2024
Q3 		$723K Sell
39,034
-6,132
-14% -$106K ﹤0.01% 3696
2024
Q2 		$704K Sell
45,166
-15,776
-26% -$256K ﹤0.01% 3566
2024
Q1 		$1M Buy
60,942
+1,045
+2% +$15.4K ﹤0.01% 3181
2023
Q4 		$855K Sell
59,897
-2,276
-4% -$29.8K ﹤0.01% 3177
2023
Q3 		$731K Sell
62,173
-8,103
-12% -$111K ﹤0.01% 3177
2023
Q2 		$1.08M Buy
+70,276
New +$1.14M ﹤0.01% 2779

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