M&T Bank’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.35M | Sell |
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|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $765K | Buy |
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|
2022
Q1 | $739K | Buy |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $404K | Sell |
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|
2020
Q3 | $340K | Buy |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $495K | Sell |
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|
2018
Q2 | $561K | Buy |
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|
2018
Q1 | $271K | Buy |
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|
2017
Q4 | $247K | Buy |
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|
2017
Q3 | $213K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $357K | Sell |
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|
2015
Q3 | $347K | Buy |
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|
2015
Q2 | $225K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $329K | Sell |
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|
2014
Q3 | $490K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $3K | Buy |
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