LPL Financial’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
26,476
+426
| +2% | +$30.7K | ﹤0.01% | 3149 |
|
|
2025
Q1 | $1.49M | Sell |
26,050
-6,634
| -20% | -$380K | ﹤0.01% | 3184 |
|
|
2024
Q4 | $2.58M | Buy |
32,684
+5,443
| +20% | +$430K | ﹤0.01% | 2619 |
|
|
2024
Q3 | $2.68M | Sell |
27,241
-53
| -0.2% | -$5.21K | ﹤0.01% | 2435 |
|
|
2024
Q2 | $2.01M | Sell |
27,294
-6,626
| -20% | -$488K | ﹤0.01% | 2576 |
|
|
2024
Q1 | $2.66M | Buy |
33,920
+1,386
| +4% | +$109K | ﹤0.01% | 2267 |
|
|
2023
Q4 | $2.6M | Sell |
32,534
-224
| -0.7% | -$17.9K | ﹤0.01% | 2174 |
|
|
2023
Q3 | $2.11M | Buy |
32,758
+3,552
| +12% | +$229K | ﹤0.01% | 2236 |
|
|
2023
Q2 | $1.64M | Sell |
29,206
-1,453
| -5% | -$81.8K | ﹤0.01% | 2407 |
|
|
2023
Q1 | $1.5M | Buy |
30,659
+6,867
| +29% | +$337K | ﹤0.01% | 2398 |
|
|
2022
Q4 | $1.05M | Buy |
23,792
+2,255
| +10% | +$99.3K | ﹤0.01% | 2601 |
|
|
2022
Q3 | $895K | Sell |
21,537
-114
| -0.5% | -$4.74K | ﹤0.01% | 2631 |
|
|
2022
Q2 | $1.11M | Buy |
21,651
+2,553
| +13% | +$130K | ﹤0.01% | 2501 |
|
|
2022
Q1 | $1.05M | Buy |
19,098
+5,678
| +42% | +$311K | ﹤0.01% | 2571 |
|
|
2021
Q4 | $722K | Buy |
13,420
+1,852
| +16% | +$99.6K | ﹤0.01% | 2946 |
|
|
2021
Q3 | $613K | Buy |
11,568
+872
| +8% | +$46.2K | ﹤0.01% | 3020 |
|
|
2021
Q2 | $464K | Buy |
10,696
+1,350
| +14% | +$58.6K | ﹤0.01% | 3216 |
|
|
2021
Q1 | $466K | Buy |
9,346
+10
| +0.1% | +$499 | ﹤0.01% | 3068 |
|
|
2020
Q4 | $411K | Buy |
9,336
+392
| +4% | +$17.3K | ﹤0.01% | 2922 |
|
|
2020
Q3 | $327K | Buy |
8,944
+68
| +0.8% | +$2.49K | ﹤0.01% | 2825 |
|
|
2020
Q2 | $314K | Buy |
8,876
+1,408
| +19% | +$49.8K | ﹤0.01% | 2782 |
|
|
2020
Q1 | $234K | Buy |
7,468
+726
| +11% | +$22.7K | ﹤0.01% | 2682 |
|
|
2019
Q4 | $288K | Sell |
6,742
-1,974
| -23% | -$84.3K | ﹤0.01% | 2791 |
|
|
2019
Q3 | $332K | Buy |
8,716
+1,928
| +28% | +$73.4K | ﹤0.01% | 2585 |
|
|
2019
Q2 | $239K | Buy |
6,788
+300
| +5% | +$10.6K | ﹤0.01% | 2884 |
|
|
2019
Q1 | $292K | Buy |
6,488
+186
| +3% | +$8.37K | ﹤0.01% | 2641 |
|
|
2018
Q4 | $224K | Sell |
6,302
-28
| -0.4% | -$995 | ﹤0.01% | 2708 |
|
|
2018
Q3 | $293K | Sell |
6,330
-92
| -1% | -$4.26K | ﹤0.01% | 2707 |
|
|
2018
Q2 | $302K | Buy |
+6,422
| New | +$302K | ﹤0.01% | 2626 |
|
|
2017
Q2 | – | Sell |
-16,768
| Closed | -$278K | – | 2935 |
|
|
2017
Q1 | $278K | Sell |
16,768
-4,104
| -20% | -$68K | ﹤0.01% | 2257 |
|
|
2016
Q4 | $607K | Sell |
20,872
-1,232
| -6% | -$35.8K | ﹤0.01% | 1571 |
|
|
2016
Q3 | $521K | Sell |
22,104
-768
| -3% | -$18.1K | ﹤0.01% | 1675 |
|
|
2016
Q2 | $451K | Buy |
+22,872
| New | +$451K | ﹤0.01% | 1765 |
|