LPL Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.06M | Buy |
129,602
+59,097
| +84% | +$3.7M | ﹤0.01% | 2319 |
|
|
2025
Q4 | $4.46M | Sell |
70,505
-4,827
| -6% | -$318K | ﹤0.01% | 2628 |
|
|
2025
Q3 | $4.38M | Buy |
75,332
+1,595
| +2% | +$86K | ﹤0.01% | 2592 |
|
|
2025
Q2 | $3M | Buy |
73,737
+22,345
| +43% | +$842K | ﹤0.01% | 2756 |
|
|
2025
Q1 | $2.1M | Sell |
51,392
-18,052
| -26% | -$860K | ﹤0.01% | 2912 |
|
|
2024
Q4 | $4M | Sell |
69,444
-2,769
| -4% | -$193K | ﹤0.01% | 2253 |
|
|
2024
Q3 | $6.01M | Buy |
72,213
+7,514
| +12% | +$610K | ﹤0.01% | 1832 |
|
|
2024
Q2 | $5.07M | Sell |
64,699
-2,435
| -4% | -$206K | ﹤0.01% | 1835 |
|
|
2024
Q1 | $6.72M | Sell |
67,134
-4,337
| -6% | -$398K | ﹤0.01% | 1581 |
|
|
2023
Q4 | $6.77M | Buy |
71,471
+9,099
| +15% | +$833K | ﹤0.01% | 1491 |
|
|
2023
Q3 | $6.5M | Buy |
62,372
+8,307
| +15% | +$987K | ﹤0.01% | 1447 |
|
|
2023
Q2 | $6.54M | Buy |
54,065
+2,163
| +4% | +$239K | ﹤0.01% | 1426 |
|
|
2023
Q1 | $5.74M | Buy |
51,902
+289
| +0.6% | +$32K | ﹤0.01% | 1419 |
|
|
2022
Q4 | $5.21M | Buy |
51,613
+548
| +1% | +$57.1K | ﹤0.01% | 1422 |
|
|
2022
Q3 | $4.88M | Sell |
51,065
-1,780
| -3% | -$200K | ﹤0.01% | 1397 |
|
|
2022
Q2 | $5.25M | Buy |
52,845
+2,042
| +4% | +$212K | 0.01% | 1361 |
|
|
2022
Q1 | $5.35M | Buy |
50,803
+1,484
| +3% | +$169K | ﹤0.01% | 1395 |
|
|
2021
Q4 | $5.42M | Sell |
49,319
-1,548
| -3% | -$182K | ﹤0.01% | 1408 |
|
|
2021
Q3 | $6.09M | Buy |
50,867
+3,469
| +7% | +$441K | 0.01% | 1269 |
|
|
2021
Q2 | $6.49M | Buy |
47,398
+5,980
| +14% | +$811K | 0.01% | 1171 |
|
|
2021
Q1 | $5.53M | Buy |
41,418
+1,337
| +3% | +$163K | 0.01% | 1159 |
|
|
2020
Q4 | $3.82M | Buy |
40,081
+12,082
| +43% | +$1.16M | ﹤0.01% | 1263 |
|
|
2020
Q3 | $2.64M | Buy |
27,999
+139
| +0.5% | +$13.7K | ﹤0.01% | 1307 |
|
|
2020
Q2 | $2.58M | Buy |
27,860
+4,133
| +17% | +$315K | ﹤0.01% | 1214 |
|
|
2020
Q1 | $1.14M | Buy |
23,727
+7,845
| +49% | +$644K | ﹤0.01% | 1533 |
|
|
2019
Q4 | $1.61M | Buy |
15,882
+93
| +0.6% | +$9.03K | ﹤0.01% | 1500 |
|
|
2019
Q3 | $1.39M | Sell |
15,789
-4,354
| -22% | -$378K | ﹤0.01% | 1508 |
|
|
2019
Q2 | $1.84M | Buy |
20,143
+182
| +0.9% | +$16.6K | ﹤0.01% | 1300 |
|
|
2019
Q1 | $1.69M | Buy |
19,961
+1,971
| +11% | +$167K | ﹤0.01% | 1292 |
|
|
2018
Q4 | $1.38M | Sell |
17,990
-2,827
| -14% | -$254K | ﹤0.01% | 1298 |
|
|
2018
Q3 | $2.1M | Buy |
20,817
+8,213
| +65% | +$917K | 0.01% | 1153 |
|
|
2018
Q2 | $1.54M | Buy |
12,604
+2,782
| +28% | +$325K | ﹤0.01% | 1313 |
|
|
2018
Q1 | $1.13M | Sell |
9,822
-6,857
| -41% | -$825K | ﹤0.01% | 1513 |
|
|
2017
Q4 | $2.07M | Buy |
16,679
+7,373
| +79% | +$875K | 0.01% | 1040 |
|
|
2017
Q3 | $974K | Buy |
9,306
+1,263
| +16% | +$120K | ﹤0.01% | 1447 |
|
|
2017
Q2 | $742K | Buy |
8,043
+990
| +14% | +$84.9K | ﹤0.01% | 1586 |
|
|
2017
Q1 | $586K | Buy |
7,053
+134
| +2% | +$11.5K | ﹤0.01% | 1661 |
|
|
2016
Q4 | $572K | Buy |
6,919
+1,550
| +29% | +$126K | ﹤0.01% | 1637 |
|
|
2016
Q3 | $398K | Sell |
5,369
-6,214
| -54% | -$540K | ﹤0.01% | 1912 |
|
|
2016
Q2 | $953K | Sell |
11,583
-16,589
| -59% | -$1.47M | 0.01% | 1204 |
|
|
2016
Q1 | $2.72M | Buy |
28,172
+9,387
| +50% | +$814K | 0.01% | 1013 |
|
|
2015
Q4 | $1.64M | Sell |
18,785
-17,237
| -48% | -$1.83M | ﹤0.01% | 1305 |
|
|
2015
Q3 | $4.32M | Sell |
36,022
-5,441
| -13% | -$738K | 0.02% | 516 |
|
|
2015
Q2 | $6.15M | Buy |
41,463
+3,410
| +9% | +$491K | 0.03% | 439 |
|
|
2015
Q1 | $5.39M | Sell |
38,053
-10,557
| -22% | -$1.56M | 0.03% | 480 |
|
|
2014
Q4 | $7.35M | Buy |
48,610
+13,724
| +39% | +$2.06M | 0.04% | 352 |
|
|
2014
Q3 | $5.05M | Sell |
34,886
-332
| -0.9% | -$48K | 0.03% | 457 |
|
|
2014
Q2 | $4.59M | Sell |
35,218
-3,059
| -8% | -$405K | 0.03% | 509 |
|
|
2014
Q1 | $5.35M | Sell |
38,277
-21,755
| -36% | -$2.93M | 0.03% | 417 |
|
|
2013
Q4 | $8.74M | Buy |
60,032
+4,590
| +8% | +$614K | 0.05% | 289 |
|
|
2013
Q3 | $7.28M | Sell |
55,442
-1,820
| -3% | -$204K | 0.05% | 317 |
|
|
2013
Q2 | $5.44M | Buy |
+57,262
| New | +$5.18M | 0.04% | 353 |
|
Other funds holding PII
VPM
VCM
