Macquarie Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129M | Buy |
342,742
+45,612
| +15% | +$17.1M | 0.16% | 158 |
|
|
2025
Q1 | $97.2M | Buy |
297,130
+10,136
| +4% | +$3.32M | 0.12% | 242 |
|
|
2024
Q4 | $93.7M | Buy |
286,994
+33,421
| +13% | +$10.9M | 0.11% | 252 |
|
|
2024
Q3 | $59M | Sell |
253,573
-154,215
| -38% | -$35.9M | 0.06% | 402 |
|
|
2024
Q2 | $114M | Buy |
407,788
+189,673
| +87% | +$53M | 0.13% | 205 |
|
|
2024
Q1 | $57.6M | Buy |
218,115
+194,349
| +818% | +$51.3M | 0.07% | 382 |
|
|
2023
Q4 | $5.41M | Buy |
23,766
+1,156
| +5% | +$263K | 0.01% | 948 |
|
|
2023
Q3 | $5.37M | Buy |
22,610
+3,728
| +20% | +$886K | 0.01% | 906 |
|
|
2023
Q2 | $4.11M | Buy |
18,882
+11,837
| +168% | +$2.57M | ﹤0.01% | 972 |
|
|
2023
Q1 | $1.43M | Sell |
7,045
-3,841
| -35% | -$778K | ﹤0.01% | 1271 |
|
|
2022
Q4 | $2.35M | Buy |
10,886
+2,064
| +23% | +$446K | ﹤0.01% | 1163 |
|
|
2022
Q3 | $1.93M | Buy |
8,822
+1,735
| +24% | +$379K | ﹤0.01% | 1245 |
|
|
2022
Q2 | $1.31M | Buy |
7,087
+4,617
| +187% | +$851K | ﹤0.01% | 1414 |
|
|
2022
Q1 | $451 | Sell |
2,470
-226,674
| -99% | -$41.4K | ﹤0.01% | 1668 |
|
|
2021
Q4 | $36.7M | Buy |
229,144
+27,168
| +13% | +$4.35M | 0.03% | 588 |
|
|
2021
Q3 | $31.7M | Sell |
201,976
-112,958
| -36% | -$17.7M | 0.03% | 638 |
|
|
2021
Q2 | $42.5M | Buy |
314,934
+311,697
| +9,629% | +$42.1M | 0.03% | 582 |
|
|
2021
Q1 | $460K | Sell |
3,237
-980
| -23% | -$139K | ﹤0.01% | 1548 |
|
|
2020
Q4 | $439K | Buy |
4,217
+103
| +3% | +$10.7K | ﹤0.01% | 1473 |
|
|
2020
Q3 | $315K | Buy |
4,114
+877
| +27% | +$67.2K | ﹤0.01% | 1507 |
|
|
2020
Q2 | $254K | Buy |
3,237
+1,113
| +52% | +$87.3K | ﹤0.01% | 1492 |
|
|
2020
Q1 | $116K | Hold |
2,124
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q4 | $196K | Sell |
2,124
-2,676
| -56% | -$247K | ﹤0.01% | 1614 |
|
|
2019
Q3 | $393K | Hold |
4,800
| – | – | ﹤0.01% | 1416 |
|
|
2019
Q2 | $392K | Buy |
+4,800
| New | +$392K | ﹤0.01% | 1401 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$6K | – | 2308 |
|
|
2018
Q3 | $6K | Sell |
100
-600
| -86% | -$36K | ﹤0.01% | 2051 |
|
|
2018
Q2 | $46K | Sell |
700
-3,800
| -84% | -$250K | ﹤0.01% | 1960 |
|
|
2018
Q1 | $275K | Buy |
4,500
+3,100
| +221% | +$189K | ﹤0.01% | 1599 |
|
|
2017
Q4 | $80K | Buy |
+1,400
| New | +$80K | ﹤0.01% | 1933 |
|
|
2014
Q2 | – | Sell |
-37,313
| Closed | -$1.96M | – | 1575 |
|
|
2014
Q1 | $1.96M | Buy |
+37,313
| New | +$1.96M | ﹤0.01% | 1019 |
|