LPL Financial’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-20,468
| Closed | -$241K | – | 6058 |
|
|
2025
Q3 | $241K | Sell |
20,468
-7,205
| -26% | -$86.8K | ﹤0.01% | 5214 |
|
|
2025
Q2 | $339K | Sell |
27,673
-265
| -0.9% | -$3.03K | ﹤0.01% | 4690 |
|
|
2025
Q1 | $317K | Buy |
27,938
+576
| +2% | +$6.89K | ﹤0.01% | 4536 |
|
|
2024
Q4 | $328K | Sell |
27,362
-996
| -4% | -$12.6K | ﹤0.01% | 4445 |
|
|
2024
Q3 | $370K | Sell |
28,358
-10,775
| -28% | -$133K | ﹤0.01% | 4264 |
|
|
2024
Q2 | $450K | Buy |
39,133
+383
| +1% | +$4.46K | ﹤0.01% | 3954 |
|
|
2024
Q1 | $458K | Sell |
38,750
-1,814
| -4% | -$20.8K | ﹤0.01% | 3864 |
|
|
2023
Q4 | $475K | Sell |
40,564
-6,682
| -14% | -$78.2K | ﹤0.01% | 3703 |
|
|
2023
Q3 | $566K | Buy |
47,246
+97
| +0.2% | +$1.22K | ﹤0.01% | 3382 |
|
|
2023
Q2 | $588K | Buy |
47,149
+1,835
| +4% | +$23.4K | ﹤0.01% | 3300 |
|
|
2023
Q1 | $588K | Buy |
45,314
+6,467
| +17% | +$84.3K | ﹤0.01% | 3189 |
|
|
2022
Q4 | $499K | Buy |
38,847
+9,891
| +34% | +$131K | ﹤0.01% | 3249 |
|
|
2022
Q3 | $369K | Buy |
+28,956
| New | +$414K | ﹤0.01% | 3409 |
|
LPL Financial's TEAF Position: Q4 2025 in Review
LPL Financial sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q4 2025, closing a stake of 20,468 shares — an estimated $241K sold.
LPL Financial first reported a position in TEAF in Q3 2022 and held it in 13 quarters. The position peaked at $588K in Q2 2023. 0 funds tracked by Wall St. Rank hold TEAF as of Q4 2025.
- LPL Financial reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q4 2025 after selling out during the quarter.
- LPL Financial sold 20,468 Ecofin Sustainable & Social Impact Term Fund shares in Q4 2025, an estimated $241K.
- LPL Financial first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q3 2022 and held it in 13 quarters.
- LPL Financial's Ecofin Sustainable & Social Impact Term Fund position peaked at $588K in Q2 2023.
- 0 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q4 2025.
Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.