LPL Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157M | Buy |
297,935
+3,414
| +1% | +$1.8M | 0.05% | 329 |
|
|
2025
Q1 | $149M | Buy |
294,521
+24,422
| +9% | +$12.3M | 0.06% | 311 |
|
|
2024
Q4 | $135M | Buy |
270,099
+16,761
| +7% | +$8.35M | 0.05% | 306 |
|
|
2024
Q3 | $131M | Buy |
253,338
+22,159
| +10% | +$11.4M | 0.06% | 292 |
|
|
2024
Q2 | $103M | Buy |
231,179
+11,339
| +5% | +$5.06M | 0.05% | 324 |
|
|
2024
Q1 | $93.5M | Buy |
219,840
+16,544
| +8% | +$7.04M | 0.05% | 338 |
|
|
2023
Q4 | $89.6M | Buy |
203,296
+33,192
| +20% | +$14.6M | 0.05% | 314 |
|
|
2023
Q3 | $62.2M | Buy |
170,104
+25,186
| +17% | +$9.21M | 0.04% | 388 |
|
|
2023
Q2 | $58.1M | Buy |
144,918
+19,781
| +16% | +$7.93M | 0.04% | 393 |
|
|
2023
Q1 | $43.1M | Buy |
125,137
+9,623
| +8% | +$3.32M | 0.03% | 457 |
|
|
2022
Q4 | $38.7M | Buy |
115,514
+27,227
| +31% | +$9.12M | 0.03% | 462 |
|
|
2022
Q3 | $27M | Buy |
88,287
+1,864
| +2% | +$569K | 0.03% | 515 |
|
|
2022
Q2 | $29.2M | Buy |
86,423
+9,705
| +13% | +$3.28M | 0.03% | 489 |
|
|
2022
Q1 | $31.5M | Buy |
76,718
+34,336
| +81% | +$14.1M | 0.03% | 490 |
|
|
2021
Q4 | $20M | Buy |
42,382
+4,531
| +12% | +$2.14M | 0.02% | 665 |
|
|
2021
Q3 | $16.1M | Buy |
37,851
+5,282
| +16% | +$2.24M | 0.02% | 718 |
|
|
2021
Q2 | $13.4M | Buy |
32,569
+2,277
| +8% | +$935K | 0.01% | 762 |
|
|
2021
Q1 | $10.7M | Sell |
30,292
-13,318
| -31% | -$4.7M | 0.01% | 799 |
|
|
2020
Q4 | $14.3M | Buy |
43,610
+4,774
| +12% | +$1.57M | 0.02% | 591 |
|
|
2020
Q3 | $14M | Buy |
38,836
+1,136
| +3% | +$410K | 0.02% | 510 |
|
|
2020
Q2 | $12.4M | Buy |
37,700
+5,658
| +18% | +$1.86M | 0.02% | 510 |
|
|
2020
Q1 | $7.85M | Sell |
32,042
-925
| -3% | -$227K | 0.02% | 587 |
|
|
2019
Q4 | $9M | Buy |
32,967
+3,770
| +13% | +$1.03M | 0.02% | 611 |
|
|
2019
Q3 | $7.15M | Buy |
29,197
+1,254
| +4% | +$307K | 0.01% | 650 |
|
|
2019
Q2 | $6.37M | Buy |
27,943
+1,163
| +4% | +$265K | 0.01% | 686 |
|
|
2019
Q1 | $5.64M | Buy |
26,780
+3,508
| +15% | +$739K | 0.01% | 707 |
|
|
2018
Q4 | $3.96M | Buy |
23,272
+5,511
| +31% | +$937K | 0.01% | 785 |
|
|
2018
Q3 | $3.47M | Buy |
17,761
+914
| +5% | +$179K | 0.01% | 893 |
|
|
2018
Q2 | $3.44M | Buy |
16,847
+3,006
| +22% | +$613K | 0.01% | 881 |
|
|
2018
Q1 | $2.65M | Buy |
13,841
+1,549
| +13% | +$296K | 0.01% | 957 |
|
|
2017
Q4 | $2.08M | Buy |
12,292
+266
| +2% | +$45.1K | 0.01% | 1031 |
|
|
2017
Q3 | $1.88M | Buy |
12,026
+765
| +7% | +$120K | 0.01% | 1026 |
|
|
2017
Q2 | $1.64M | Buy |
+11,261
| New | +$1.64M | 0.01% | 1046 |
|