Macquarie Group’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
Q2 | $129M | Buy |
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|
2025
Q1 | $97.2M | Buy |
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|
2024
Q4 | $93.7M | Buy |
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|
2024
Q3 | $59M | Sell |
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|
2024
Q2 | $114M | Buy |
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|
2024
Q1 | $57.6M | Buy |
|
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|
2023
Q4 | $5.41M | Buy |
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|
2023
Q3 | $5.37M | Buy |
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|
2023
Q2 | $4.11M | Buy |
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|
2023
Q1 | $1.43M | Sell |
|
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|
2022
Q4 | $2.35M | Buy |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $451 | Sell |
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|
2021
Q4 | $36.7M | Buy |
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|
2021
Q3 | $31.7M | Sell |
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|
2021
Q2 | $42.5M | Buy |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $439K | Buy |
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|
2020
Q3 | $315K | Buy |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $196K | Sell |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $392K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Sell |
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|
2018
Q2 | $46K | Sell |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $80K | Buy |
|
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.96M | Buy |
|