LPL Financial’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.15M | Buy |
45,228
+1,877
| +4% | +$442K | ﹤0.01% | 2067 |
|
|
2025
Q4 | $9.92M | Sell |
43,351
-9,947
| -19% | -$2.59M | ﹤0.01% | 1934 |
|
|
2025
Q3 | $16.5M | Buy |
53,298
+930
| +2% | +$291K | ﹤0.01% | 1484 |
|
|
2025
Q2 | $15.3M | Sell |
52,368
-7,705
| -13% | -$2.33M | 0.01% | 1426 |
|
|
2025
Q1 | $19.1M | Buy |
60,073
+18,477
| +44% | +$6.27M | 0.01% | 1176 |
|
|
2024
Q4 | $14.2M | Buy |
41,596
+3,010
| +8% | +$1.1M | 0.01% | 1289 |
|
|
2024
Q3 | $14.5M | Buy |
38,586
+2,604
| +7% | +$901K | 0.01% | 1219 |
|
|
2024
Q2 | $11.1M | Buy |
35,982
+2,225
| +7% | +$806K | 0.01% | 1317 |
|
|
2024
Q1 | $13.6M | Buy |
33,757
+5,597
| +20% | +$2.19M | 0.01% | 1139 |
|
|
2023
Q4 | $11.2M | Buy |
28,160
+6,276
| +29% | +$2.2M | 0.01% | 1175 |
|
|
2023
Q3 | $7.79M | Sell |
21,884
-2,625
| -11% | -$955K | 0.01% | 1315 |
|
|
2023
Q2 | $9.18M | Buy |
24,509
+4,223
| +21% | +$1.44M | 0.01% | 1186 |
|
|
2023
Q1 | $6.95M | Buy |
20,286
+10,480
| +107% | +$3.72M | 0.01% | 1306 |
|
|
2022
Q4 | $2.96M | Buy |
9,806
+2,580
| +36% | +$817K | ﹤0.01% | 1782 |
|
|
2022
Q3 | $2.3M | Sell |
7,226
-2,652
| -27% | -$946K | ﹤0.01% | 1873 |
|
|
2022
Q2 | $3.47M | Buy |
9,878
+4,361
| +79% | +$1.73M | ﹤0.01% | 1631 |
|
|
2022
Q1 | $2.33M | Sell |
5,517
-5,427
| -50% | -$2.53M | ﹤0.01% | 1938 |
|
|
2021
Q4 | $6.2M | Buy |
10,944
+42
| +0.4% | +$22K | 0.01% | 1314 |
|
|
2021
Q3 | $4.74M | Buy |
10,902
+1,287
| +13% | +$610K | ﹤0.01% | 1432 |
|
|
2021
Q2 | $4.41M | Buy |
9,615
+4,739
| +97% | +$2M | ﹤0.01% | 1432 |
|
|
2021
Q1 | $1.68M | Sell |
4,876
-58
| -1% | -$20.2K | ﹤0.01% | 1966 |
|
|
2020
Q4 | $1.84M | Buy |
4,934
+523
| +12% | +$182K | ﹤0.01% | 1724 |
|
|
2020
Q3 | $1.48M | Buy |
4,411
+1,103
| +33% | +$341K | ﹤0.01% | 1640 |
|
|
2020
Q2 | $899K | Buy |
3,308
+301
| +10% | +$69.7K | ﹤0.01% | 1902 |
|
|
2020
Q1 | $592K | Sell |
3,007
-1,178
| -28% | -$251K | ﹤0.01% | 1992 |
|
|
2019
Q4 | $889K | Buy |
4,185
+127
| +3% | +$26.2K | ﹤0.01% | 1927 |
|
|
2019
Q3 | $818K | Sell |
4,058
-450
| -10% | -$86.7K | ﹤0.01% | 1873 |
|
|
2019
Q2 | $861K | Buy |
4,508
+318
| +8% | +$57.4K | ﹤0.01% | 1837 |
|
|
2019
Q1 | $691K | Sell |
4,190
-118
| -3% | -$18.3K | ﹤0.01% | 1940 |
|
|
2018
Q4 | $640K | Buy |
4,308
+550
| +15% | +$82.3K | ﹤0.01% | 1856 |
|
|
2018
Q3 | $627K | Sell |
3,758
-881
| -19% | -$143K | ﹤0.01% | 2056 |
|
|
2018
Q2 | $703K | Buy |
4,639
+2
| +0% | +$294 | ﹤0.01% | 1908 |
|
|
2018
Q1 | $678K | Buy |
4,637
+127
| +3% | +$17.5K | ﹤0.01% | 1891 |
|
|
2017
Q4 | $585K | Sell |
4,510
-465
| -9% | -$56.5K | ﹤0.01% | 1922 |
|
|
2017
Q3 | $538K | Sell |
4,975
-5,458
| -52% | -$590K | ﹤0.01% | 1895 |
|
|
2017
Q2 | $1.23M | Buy |
10,433
+5,542
| +113% | +$666K | ﹤0.01% | 1246 |
|
|
2017
Q1 | $584K | Buy |
4,891
+2,387
| +95% | +$268K | ﹤0.01% | 1665 |
|
|
2016
Q4 | $262K | Buy |
2,504
+390
| +18% | +$38.5K | ﹤0.01% | 2281 |
|
|
2016
Q3 | $202K | Buy |
+2,114
| New | +$208K | ﹤0.01% | 2406 |
|
Other funds holding POOL
VCM
VPM