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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $939K | Buy |
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|
2024
Q4 | $923K | Buy |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $823K | Buy |
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|
2022
Q3 | $725K | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $336K | Sell |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $242K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $307K | Hold |
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|
2014
Q4 | $312K | Hold |
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|
2014
Q3 | $322K | Hold |
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|
2014
Q2 | $348K | Buy |
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|
2014
Q1 | $263K | Buy |
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