LPL Financial’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.94M | Buy |
49,745
+14,208
| +40% | +$880K | ﹤0.01% | 3148 |
|
|
2025
Q4 | $1.9M | Buy |
35,537
+609
| +2% | +$30.8K | ﹤0.01% | 3466 |
|
|
2025
Q3 | $1.79M | Buy |
34,928
+2,527
| +8% | +$129K | ﹤0.01% | 3413 |
|
|
2025
Q2 | $1.51M | Buy |
32,401
+1,234
| +4% | +$51.6K | ﹤0.01% | 3383 |
|
|
2025
Q1 | $1.18M | Sell |
31,167
-385
| -1% | -$16.8K | ﹤0.01% | 3421 |
|
|
2024
Q4 | $1.46M | Sell |
31,552
-50,943
| -62% | -$2.66M | ﹤0.01% | 3168 |
|
|
2024
Q3 | $4.36M | Sell |
82,495
-9,450
| -10% | -$522K | ﹤0.01% | 2103 |
|
|
2024
Q2 | $5.04M | Buy |
91,945
+19,583
| +27% | +$1.16M | ﹤0.01% | 1842 |
|
|
2024
Q1 | $4.66M | Buy |
72,362
+28,191
| +64% | +$1.65M | ﹤0.01% | 1844 |
|
|
2023
Q4 | $2.54M | Buy |
44,171
+954
| +2% | +$49.3K | ﹤0.01% | 2209 |
|
|
2023
Q3 | $2.49M | Buy |
43,217
+2,655
| +7% | +$158K | ﹤0.01% | 2124 |
|
|
2023
Q2 | $2.43M | Sell |
40,562
-289
| -0.7% | -$14.3K | ﹤0.01% | 2076 |
|
|
2023
Q1 | $1.98M | Buy |
40,851
+16,919
| +71% | +$865K | ﹤0.01% | 2147 |
|
|
2022
Q4 | $1.02M | Buy |
23,932
+2,754
| +13% | +$111K | ﹤0.01% | 2624 |
|
|
2022
Q3 | $630K | Buy |
21,178
+6,681
| +46% | +$219K | ﹤0.01% | 2935 |
|
|
2022
Q2 | $397K | Sell |
14,497
-144
| -1% | -$4.79K | ﹤0.01% | 3398 |
|
|
2022
Q1 | $522K | Sell |
14,641
-93
| -0.6% | -$3.85K | ﹤0.01% | 3166 |
|
|
2021
Q4 | $648K | Buy |
14,734
+3,127
| +27% | +$140K | ﹤0.01% | 3055 |
|
|
2021
Q3 | $489K | Buy |
+11,607
| New | +$549K | ﹤0.01% | 3237 |
|
|
2020
Q1 | – | Sell |
-32,770
| Closed | -$976K | – | 3417 |
|
|
2019
Q4 | $976K | Buy |
32,770
+15,073
| +85% | +$424K | ﹤0.01% | 1854 |
|
|
2019
Q3 | $460K | Buy |
17,697
+9,476
| +115% | +$261K | ﹤0.01% | 2321 |
|
|
2019
Q2 | $258K | Buy |
+8,221
| New | +$252K | ﹤0.01% | 2826 |
|
|
2018
Q1 | – | Sell |
-4,382
| Closed | -$211K | – | 3247 |
|
|
2017
Q4 | $211K | Buy |
+4,382
| New | +$202K | ﹤0.01% | 2778 |
|
|
2016
Q2 | – | Sell |
-12,352
| Closed | -$285K | – | 2958 |
|
|
2016
Q1 | $285K | Sell |
12,352
-500
| -4% | -$10.5K | ﹤0.01% | 2552 |
|
|
2015
Q4 | $231K | Buy |
+12,852
| New | +$254K | ﹤0.01% | 2720 |
|
|
2015
Q3 | – | Sell |
-9,136
| Closed | -$208K | – | 2889 |
|
|
2015
Q2 | $208K | Buy |
9,136
+708
| +8% | +$18.7K | ﹤0.01% | 2594 |
|
|
2015
Q1 | $221K | Sell |
8,428
-11,608
| -58% | -$293K | ﹤0.01% | 2481 |
|
|
2014
Q4 | $559K | Buy |
20,036
+752
| +4% | +$21.5K | ﹤0.01% | 1701 |
|
|
2014
Q3 | $603K | Buy |
19,284
+7,264
| +60% | +$266K | ﹤0.01% | 1636 |
|
|
2014
Q2 | $494K | Sell |
12,020
-2,689
| -18% | -$109K | ﹤0.01% | 1807 |
|
|
2014
Q1 | $652K | Sell |
14,709
-3,368
| -19% | -$142K | ﹤0.01% | 1540 |
|
|
2013
Q4 | $759K | Buy |
18,077
+676
| +4% | +$24.5K | ﹤0.01% | 1437 |
|
|
2013
Q3 | $597K | Buy |
17,401
+518
| +3% | +$15.7K | ﹤0.01% | 1515 |
|
|
2013
Q2 | $444K | Buy |
+16,883
| New | +$521K | ﹤0.01% | 1645 |
|
Other funds holding TEX
VPM
VCM
