LPL Financial
XP icon

LPL Financial’s XP XP Stock Holding History

LPL Financial’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$289K Buy
15,168
+4,714
+45% +$91.1K ﹤0.01% 5212
2025
Q4 		$171K Sell
10,454
-20,467
-66% -$360K ﹤0.01% 5488
2025
Q3 		$581K Buy
30,921
+1,638
+6% +$29.4K ﹤0.01% 4496
2025
Q2 		$592K Buy
29,283
+1,696
+6% +$29.3K ﹤0.01% 4239
2025
Q1 		$379K Sell
27,587
-781
-3% -$10.8K ﹤0.01% 4404
2024
Q4 		$336K Buy
28,368
+15,675
+123% +$247K ﹤0.01% 4419
2024
Q3 		$228K Buy
+12,693
New +$231K ﹤0.01% 4639
2024
Q2 		– Sell
-7,934
Closed -$204K – 5157
2024
Q1 		$204K Sell
7,934
-454
-5% -$11.4K ﹤0.01% 4500
2023
Q4 		$219K Buy
+8,388
New +$191K ﹤0.01% 4325

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