LPL Financial’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-43,044
| Closed | -$251K | – | 5945 |
|
|
2025
Q2 | $251K | Sell |
43,044
-4,063
| -9% | -$26.6K | ﹤0.01% | 4912 |
|
|
2025
Q1 | $297K | Sell |
47,107
-10,811
| -19% | -$86.4K | ﹤0.01% | 4581 |
|
|
2024
Q4 | $506K | Sell |
57,918
-2,308
| -4% | -$27.1K | ﹤0.01% | 4078 |
|
|
2024
Q3 | $538K | Sell |
60,226
-9,471
| -14% | -$85.6K | ﹤0.01% | 3933 |
|
|
2024
Q2 | $696K | Sell |
69,697
-14,820
| -18% | -$189K | ﹤0.01% | 3575 |
|
|
2024
Q1 | $1.13M | Buy |
84,517
+57,657
| +215% | +$925K | ﹤0.01% | 3065 |
|
|
2023
Q4 | $758K | Sell |
26,860
-13,384
| -33% | -$393K | ﹤0.01% | 3301 |
|
|
2023
Q3 | $1.6M | Sell |
40,244
-14,277
| -26% | -$694K | ﹤0.01% | 2496 |
|
|
2023
Q2 | $3.15M | Sell |
54,521
-2,969
| -5% | -$170K | ﹤0.01% | 1881 |
|
|
2023
Q1 | $3.45M | Buy |
57,490
+354
| +0.6% | +$21.5K | ﹤0.01% | 1749 |
|
|
2022
Q4 | $2.52M | Buy |
57,136
+399
| +0.7% | +$22.1K | ﹤0.01% | 1908 |
|
|
2022
Q3 | $3.04M | Sell |
56,737
-5,811
| -9% | -$299K | ﹤0.01% | 1702 |
|
|
2022
Q2 | $2.28M | Buy |
+62,548
| New | +$3.7M | ﹤0.01% | 1930 |
|
|
2022
Q1 | – | Sell |
-20,733
| Closed | -$1.09M | – | 4349 |
|
|
2021
Q4 | $1.09M | Buy |
20,733
+1,682
| +9% | +$98.4K | ﹤0.01% | 2582 |
|
|
2021
Q3 | $1.04M | Buy |
19,051
+3,029
| +19% | +$176K | ﹤0.01% | 2582 |
|
|
2021
Q2 | $1.25M | Buy |
+16,022
| New | +$1.09M | ﹤0.01% | 2377 |
|
Other funds holding PLL
LPL Financial's PLL Position: Q3 2025 in Review
LPL Financial sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 43,044 shares — an estimated $251K sold.
LPL Financial first reported a position in PLL in Q2 2021 and held it in 16 quarters. The position peaked at $3.45M in Q1 2023. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.
- LPL Financial reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
- LPL Financial sold 43,044 Piedmont Lithium shares in Q3 2025, an estimated $251K.
- LPL Financial first reported a position in Piedmont Lithium in Q2 2021 and held it in 16 quarters.
- LPL Financial's Piedmont Lithium position peaked at $3.45M in Q1 2023.
- 1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.
Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.