Martingale Asset 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $737K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $2.15M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $491K | Sell |
|
|||||
|
2023
Q3 | $2.95M | Buy |
|
|||||
|
2023
Q2 | $214K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $260K | Sell |
|
|||||
|
2020
Q4 | $4.62M | Sell |
|
|||||
|
2020
Q3 | $6.26M | Buy |
|
|||||
|
2020
Q2 | $6.38M | Sell |
|
|||||
|
2020
Q1 | $4.47M | Buy |
|
|||||
|
2019
Q4 | $7.2M | Sell |
|
|||||
|
2019
Q3 | $7.72M | Sell |
|
|||||
|
2019
Q2 | $8.58M | Buy |
|
|||||
|
2019
Q1 | $7.25M | Buy |
|
|||||
|
2018
Q4 | $5.79M | Buy |
|
|||||
|
2018
Q3 | $207K | Sell |
|
|||||
|
2018
Q2 | $3.65M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $664K | Sell |
|
|||||
|
2017
Q3 | $3.96M | Buy |
|
|||||
|
2017
Q2 | $1.77M | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $2.15M | Sell |
|
|||||
|
2013
Q4 | $6.6M | Sell |
|
|||||
|
2013
Q3 | $6.71M | Buy |
|
|||||
|
2013
Q2 | $1.32M | Buy |
|