LPL Financial’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252M | Buy |
2,704,442
+495,392
| +22% | +$46.2M | 0.08% | 227 |
|
2025
Q1 | $161M | Buy |
2,209,050
+247,830
| +13% | +$18M | 0.06% | 291 |
|
2024
Q4 | $119M | Buy |
1,961,220
+294,458
| +18% | +$17.8M | 0.05% | 338 |
|
2024
Q3 | $125M | Buy |
1,666,762
+102,382
| +7% | +$7.7M | 0.06% | 305 |
|
2024
Q2 | $114M | Buy |
1,564,380
+201,331
| +15% | +$14.6M | 0.06% | 300 |
|
2024
Q1 | $105M | Buy |
1,363,049
+100,362
| +8% | +$7.73M | 0.06% | 305 |
|
2023
Q4 | $77.7M | Buy |
1,262,687
+99,382
| +9% | +$6.12M | 0.05% | 361 |
|
2023
Q3 | $53.5M | Buy |
1,163,305
+300,184
| +35% | +$13.8M | 0.04% | 432 |
|
2023
Q2 | $37.3M | Buy |
863,121
+47,174
| +6% | +$2.04M | 0.03% | 535 |
|
2023
Q1 | $25.9M | Sell |
815,947
-28,490
| -3% | -$903K | 0.02% | 649 |
|
2022
Q4 | $20.9M | Sell |
844,437
-60,418
| -7% | -$1.5M | 0.02% | 694 |
|
2022
Q3 | $24M | Buy |
904,855
+2,414
| +0.3% | +$64K | 0.02% | 568 |
|
2022
Q2 | $18.5M | Sell |
902,441
-8,538
| -0.9% | -$175K | 0.02% | 672 |
|
2022
Q1 | $32.5M | Sell |
910,979
-36,661
| -4% | -$1.31M | 0.03% | 485 |
|
2021
Q4 | $39.8M | Buy |
947,640
+138,816
| +17% | +$5.82M | 0.03% | 421 |
|
2021
Q3 | $36.3M | Buy |
808,824
+95,947
| +13% | +$4.3M | 0.03% | 409 |
|
2021
Q2 | $35.7M | Buy |
712,877
+80,261
| +13% | +$4.02M | 0.04% | 401 |
|
2021
Q1 | $34.5M | Buy |
632,616
+104,973
| +20% | +$5.72M | 0.04% | 378 |
|
2020
Q4 | $26.9M | Buy |
527,643
+89,610
| +20% | +$4.57M | 0.03% | 384 |
|
2020
Q3 | $16M | Buy |
438,033
+48,453
| +12% | +$1.77M | 0.03% | 465 |
|
2020
Q2 | $12.1M | Buy |
389,580
+76,530
| +24% | +$2.38M | 0.02% | 521 |
|
2020
Q1 | $8.74M | Buy |
313,050
+64,710
| +26% | +$1.81M | 0.02% | 543 |
|
2019
Q4 | $7.4M | Buy |
248,340
+91,260
| +58% | +$2.72M | 0.01% | 680 |
|
2019
Q3 | $4.79M | Buy |
157,080
+36,860
| +31% | +$1.12M | 0.01% | 813 |
|
2019
Q2 | $5.57M | Buy |
+120,220
| New | +$5.57M | 0.01% | 743 |
|