Marshall Wace’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 | $7.69M | Sell |
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|
2025
Q1 | $222M | Buy |
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|
2024
Q4 | $165M | Sell |
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|
2024
Q3 | $201M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $37.1M | Sell |
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|
2023
Q2 | $105M | Buy |
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|
2023
Q1 | $57.4M | Buy |
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|
2022
Q4 | $5.05M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $17.7M | Buy |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $4.21M | Sell |
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|
2020
Q3 | $10.5M | Sell |
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|
2020
Q2 | $17.6M | Buy |
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|
2020
Q1 | $2.45M | Sell |
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|
2019
Q4 | $5.36M | Buy |
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|
2019
Q3 | $115K | Sell |
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|
2019
Q2 | $668K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $420K | Sell |
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|
2018
Q3 | $16.7M | Buy |
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|
2018
Q2 | $7.7M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $11M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $3.03M | Buy |
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|
2014
Q1 | $433K | Buy |
|