M&T Bank’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
4,788
+83
| +2% | +$31.1K | 0.01% | 654 |
|
|
2025
Q1 | $1.54M | Sell |
4,705
-3
| -0.1% | -$982 | 0.01% | 694 |
|
|
2024
Q4 | $1.54M | Buy |
4,708
+281
| +6% | +$91.7K | 0.01% | 755 |
|
|
2024
Q3 | $1.03M | Buy |
4,427
+12
| +0.3% | +$2.79K | ﹤0.01% | 893 |
|
|
2024
Q2 | $1.23M | Buy |
4,415
+208
| +5% | +$58.1K | ﹤0.01% | 808 |
|
|
2024
Q1 | $1.11M | Sell |
4,207
-33
| -0.8% | -$8.72K | ﹤0.01% | 842 |
|
|
2023
Q4 | $965K | Sell |
4,240
-741
| -15% | -$169K | ﹤0.01% | 880 |
|
|
2023
Q3 | $1.18M | Buy |
4,981
+34
| +0.7% | +$8.08K | ﹤0.01% | 780 |
|
|
2023
Q2 | $1.08M | Sell |
4,947
-84
| -2% | -$18.3K | ﹤0.01% | 841 |
|
|
2023
Q1 | $1.02M | Buy |
5,031
+219
| +5% | +$44.3K | ﹤0.01% | 861 |
|
|
2022
Q4 | $1.04M | Sell |
4,812
-52
| -1% | -$11.2K | ﹤0.01% | 837 |
|
|
2022
Q3 | $1.06M | Sell |
4,864
-80
| -2% | -$17.5K | ﹤0.01% | 805 |
|
|
2022
Q2 | $765K | Buy |
4,944
+901
| +22% | +$139K | ﹤0.01% | 860 |
|
|
2022
Q1 | $739K | Buy |
4,043
+1,958
| +94% | +$358K | ﹤0.01% | 852 |
|
|
2021
Q4 | $335K | Buy |
2,085
+61
| +3% | +$9.8K | ﹤0.01% | 1202 |
|
|
2021
Q3 | $317K | Sell |
2,024
-219
| -10% | -$34.3K | ﹤0.01% | 1208 |
|
|
2021
Q2 | $303K | Buy |
2,243
+8
| +0.4% | +$1.08K | ﹤0.01% | 1260 |
|
|
2021
Q1 | $318K | Sell |
2,235
-1,643
| -42% | -$234K | ﹤0.01% | 1214 |
|
|
2020
Q4 | $404K | Sell |
3,878
-561
| -13% | -$58.4K | ﹤0.01% | 1170 |
|
|
2020
Q3 | $340K | Buy |
4,439
+1,106
| +33% | +$84.7K | ﹤0.01% | 1163 |
|
|
2020
Q2 | $262K | Buy |
+3,333
| New | +$262K | ﹤0.01% | 1257 |
|
|
2020
Q1 | – | Sell |
-2,352
| Closed | -$216K | – | 1575 |
|
|
2019
Q4 | $216K | Buy |
+2,352
| New | +$216K | ﹤0.01% | 1235 |
|
|
2019
Q2 | – | Sell |
-3,132
| Closed | -$218K | – | 1572 |
|
|
2019
Q1 | $218K | Buy |
+3,132
| New | +$218K | ﹤0.01% | 1376 |
|
|
2018
Q4 | – | Sell |
-7,665
| Closed | -$495K | – | 1455 |
|
|
2018
Q3 | $495K | Sell |
7,665
-900
| -11% | -$58.1K | ﹤0.01% | 1008 |
|
|
2018
Q2 | $561K | Buy |
8,565
+4,127
| +93% | +$270K | ﹤0.01% | 961 |
|
|
2018
Q1 | $271K | Buy |
4,438
+115
| +3% | +$7.02K | ﹤0.01% | 1267 |
|
|
2017
Q4 | $247K | Buy |
4,323
+178
| +4% | +$10.2K | ﹤0.01% | 1338 |
|
|
2017
Q3 | $213K | Buy |
+4,145
| New | +$213K | ﹤0.01% | 1392 |
|
|
2016
Q1 | – | Sell |
-8,350
| Closed | -$357K | – | 1689 |
|
|
2015
Q4 | $357K | Sell |
8,350
-372
| -4% | -$15.9K | ﹤0.01% | 1220 |
|
|
2015
Q3 | $347K | Buy |
8,722
+3,893
| +81% | +$155K | ﹤0.01% | 1242 |
|
|
2015
Q2 | $225K | Buy |
+4,829
| New | +$225K | ﹤0.01% | 1693 |
|
|
2015
Q1 | – | Sell |
-7,396
| Closed | -$329K | – | 1999 |
|
|
2014
Q4 | $329K | Sell |
7,396
-3,232
| -30% | -$144K | ﹤0.01% | 1422 |
|
|
2014
Q3 | $490K | Buy |
+10,628
| New | +$490K | ﹤0.01% | 1270 |
|
|
2014
Q2 | – | Sell |
-52
| Closed | -$3K | – | 1125 |
|
|
2014
Q1 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 1077 |
|