MAI Capital Management’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 | $1.08M | Sell |
3,585
-35
| -1% | -$11.7K | 0.01% | 748 |
|
|
2025
Q4 | $1.29M | Buy |
3,620
+369
| +11% | +$131K | 0.01% | 670 |
|
|
2025
Q3 | $1.08M | Buy |
3,251
+298
| +10% | +$108K | 0.01% | 675 |
|
|
2025
Q2 | $1.11M | Buy |
2,953
+82
| +3% | +$28.7K | 0.01% | 624 |
|
|
2025
Q1 | $939K | Buy |
2,871
+44
| +2% | +$15.3K | 0.01% | 634 |
|
|
2024
Q4 | $923K | Buy |
2,827
+151
| +6% | +$44.7K | 0.01% | 655 |
|
|
2024
Q3 | $622K | Sell |
2,676
-3,424
| -56% | -$772K | 0.01% | 685 |
|
|
2024
Q2 | $1.7M | Buy |
6,100
+24
| +0.4% | +$6.51K | 0.02% | 450 |
|
|
2024
Q1 | $1.61M | Sell |
6,076
-49
| -0.8% | -$12.4K | 0.02% | 449 |
|
|
2023
Q4 | $1.39M | Sell |
6,125
-104
| -2% | -$23.4K | 0.02% | 393 |
|
|
2023
Q3 | $1.48M | Buy |
6,229
+58
| +0.9% | +$13.5K | 0.02% | 357 |
|
|
2023
Q2 | $1.34M | Sell |
6,171
-2,024
| -25% | -$405K | 0.02% | 375 |
|
|
2023
Q1 | $1.66M | Buy |
8,195
+4,389
| +115% | +$1M | 0.03% | 330 |
|
|
2022
Q4 | $823K | Buy |
3,806
+487
| +15% | +$114K | 0.01% | 463 |
|
|
2022
Q3 | $725K | Buy |
3,319
+1,277
| +63% | +$272K | 0.01% | 449 |
|
|
2022
Q2 | $377K | Buy |
2,042
+41
| +2% | +$7.79K | 0.01% | 629 |
|
|
2022
Q1 | $366K | Sell |
2,001
-95
| -5% | -$16.5K | 0.01% | 643 |
|
|
2021
Q4 | $336K | Sell |
2,096
-113
| -5% | -$18.7K | 0.01% | 674 |
|
|
2021
Q3 | $346K | Buy |
2,209
+128
| +6% | +$18.4K | 0.01% | 590 |
|
|
2021
Q2 | $281K | Buy |
2,081
+376
| +22% | +$54.7K | 0.01% | 617 |
|
|
2021
Q1 | $242K | Buy |
+1,705
| New | +$218K | 0.01% | 630 |
|
|
2015
Q2 | – | Sell |
-7,000
| Closed | -$307K | – | 488 |
|
|
2015
Q1 | $307K | Hold |
7,000
| – | – | 0.02% | 367 |
|
|
2014
Q4 | $312K | Hold |
7,000
| – | – | 0.02% | 348 |
|
|
2014
Q3 | $322K | Hold |
7,000
| – | – | 0.03% | 290 |
|
|
2014
Q2 | $348K | Buy |
7,000
+2,000
| +40% | +$97K | 0.03% | 282 |
|
|
2014
Q1 | $263K | Buy |
+5,000
| New | +$264K | 0.03% | 322 |
|
Other funds holding LPLA
VPM
VCM
SC
