Mackenzie Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.98M | Buy |
6,588
+881
| +15% | +$296K | ﹤0.01% | 932 |
|
|
2025
Q4 | $2.05M | Buy |
5,707
+442
| +8% | +$156K | ﹤0.01% | 860 |
|
|
2025
Q3 | $1.75M | Buy |
5,265
+297
| +6% | +$108K | ﹤0.01% | 879 |
|
|
2025
Q2 | $1.86M | Buy |
4,968
+535
| +12% | +$187K | ﹤0.01% | 822 |
|
|
2025
Q1 | $1.45M | Buy |
4,433
+794
| +22% | +$276K | ﹤0.01% | 871 |
|
|
2024
Q4 | $1.19M | Sell |
3,639
-50
| -1% | -$14.8K | ﹤0.01% | 903 |
|
|
2024
Q3 | $858K | Sell |
3,689
-7,007
| -66% | -$1.58M | ﹤0.01% | 899 |
|
|
2024
Q2 | $2.99M | Buy |
10,696
+278
| +3% | +$75.5K | ﹤0.01% | 640 |
|
|
2024
Q1 | $2.75M | Buy |
10,418
+4
| +0% | +$1.01K | ﹤0.01% | 675 |
|
|
2023
Q4 | $2.37M | Buy |
10,414
+815
| +8% | +$183K | ﹤0.01% | 696 |
|
|
2023
Q3 | $2.21M | Buy |
9,599
+1,201
| +14% | +$279K | ﹤0.01% | 690 |
|
|
2023
Q2 | $1.85M | Sell |
8,398
-5,174
| -38% | -$1.04M | ﹤0.01% | 739 |
|
|
2023
Q1 | $2.75M | Buy |
13,572
+9,627
| +244% | +$2.2M | ﹤0.01% | 675 |
|
|
2022
Q4 | $853K | Sell |
3,945
-273
| -6% | -$63.8K | ﹤0.01% | 801 |
|
|
2022
Q3 | $922K | Sell |
4,218
-57
| -1% | -$12.1K | ﹤0.01% | 832 |
|
|
2022
Q2 | $789K | Buy |
4,275
+2,793
| +188% | +$530K | ﹤0.01% | 871 |
|
|
2022
Q1 | $271K | Buy |
+1,482
| New | +$258K | ﹤0.01% | 1164 |
|
|
2021
Q1 | – | Sell |
-14,529
| Closed | -$1.51M | – | 1166 |
|
|
2020
Q4 | $1.51M | Buy |
14,529
+3,131
| +27% | +$281K | ﹤0.01% | 655 |
|
|
2020
Q3 | $874K | Hold |
11,398
| – | – | ﹤0.01% | 687 |
|
|
2020
Q2 | $894K | Sell |
11,398
-79
| -0.7% | -$5.28K | ﹤0.01% | 685 |
|
|
2020
Q1 | $625K | Buy |
11,477
+201
| +2% | +$16.2K | ﹤0.01% | 767 |
|
|
2019
Q4 | $1.04M | Sell |
11,276
-262
| -2% | -$22.5K | ﹤0.01% | 730 |
|
|
2019
Q3 | $945K | Buy |
11,538
+2,185
| +23% | +$175K | ﹤0.01% | 728 |
|
|
2019
Q2 | $763K | Sell |
9,353
-14,941
| -62% | -$1.18M | ﹤0.01% | 793 |
|
|
2019
Q1 | $1.69M | Buy |
+24,294
| New | +$1.75M | ﹤0.01% | 828 |
|
Other funds holding LPLA
VPM
VCM
SC
