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LPL Financial
SF icon

LPL Financial’s Stifel SF Stock Holding History

LPL Financial’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.78M Buy
2025
Q1
$5.36M Buy
2024
Q4
$6.4M Buy
2024
Q3
$4.32M Buy
2024
Q2
$3.57M Sell
2024
Q1
$3.42M Sell
2023
Q4
$3.26M Buy
2023
Q3
$2.35M Buy
2023
Q2
$2.02M Sell
2023
Q1
$2.04M Buy
2022
Q4
$1.69M Buy
2022
Q3
$1.03M Buy
2022
Q2
$1.08M Buy
2022
Q1
$1.18M Sell
2021
Q4
$1.23M Buy
2021
Q3
$1.04M Buy
2021
Q2
$444K Sell
2021
Q1
$459K Buy
2020
Q4
$290K Buy
2019
Q4
– Sell
2019
Q3
$218K Sell
2019
Q2
$337K Buy
2019
Q1
$283K Sell
2018
Q4
$242K Sell
2018
Q3
$305K Sell
2018
Q2
$335K Buy
2018
Q1
$372K Buy
2017
Q4
$333K Sell
2017
Q3
$424K Sell
2017
Q2
$432K Sell
2017
Q1
$497K Sell
2016
Q4
$498K Buy
2016
Q3
$346K Buy
2015
Q4
– Sell
2015
Q3
$245K Sell
2015
Q2
$328K Buy
2015
Q1
$314K Sell
2014
Q4
$294K Buy
2014
Q3
$247K Sell
2014
Q2
$266K Sell
2014
Q1
$311K Sell
2013
Q4
$392K Buy
2013
Q3
$285K Sell
2013
Q2
$268K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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