Massachusetts Financial Services’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916M | Buy |
2,442,182
+926,122
| +61% | +$347M | 0.29% | 97 |
|
|
2025
Q1 | $496M | Buy |
1,516,060
+400,352
| +36% | +$131M | 0.16% | 152 |
|
|
2024
Q4 | $364M | Buy |
1,115,708
+405,341
| +57% | +$132M | 0.12% | 194 |
|
|
2024
Q3 | $165M | Sell |
710,367
-174,263
| -20% | -$40.5M | 0.05% | 313 |
|
|
2024
Q2 | $247M | Buy |
884,630
+90,020
| +11% | +$25.1M | 0.08% | 227 |
|
|
2024
Q1 | $210M | Buy |
794,610
+211,222
| +36% | +$55.8M | 0.06% | 258 |
|
|
2023
Q4 | $133M | Buy |
583,388
+15,096
| +3% | +$3.44M | 0.04% | 328 |
|
|
2023
Q3 | $135M | Buy |
568,292
+537,272
| +1,732% | +$128M | 0.05% | 310 |
|
|
2023
Q2 | $6.74M | Sell |
31,020
-23,053
| -43% | -$5.01M | ﹤0.01% | 628 |
|
|
2023
Q1 | $10.9M | Buy |
54,073
+9,855
| +22% | +$1.99M | ﹤0.01% | 605 |
|
|
2022
Q4 | $9.56M | Buy |
+44,218
| New | +$9.56M | ﹤0.01% | 614 |
|
|
2020
Q1 | – | Sell |
-5,344
| Closed | -$493K | – | 817 |
|
|
2019
Q4 | $493K | Sell |
5,344
-575
| -10% | -$53K | ﹤0.01% | 780 |
|
|
2019
Q3 | $485K | Buy |
5,919
+661
| +13% | +$54.2K | ﹤0.01% | 795 |
|
|
2019
Q2 | $429K | Buy |
5,258
+734
| +16% | +$59.9K | ﹤0.01% | 820 |
|
|
2019
Q1 | $315K | Buy |
4,524
+166
| +4% | +$11.6K | ﹤0.01% | 824 |
|
|
2018
Q4 | $266K | Buy |
4,358
+341
| +8% | +$20.8K | ﹤0.01% | 837 |
|
|
2018
Q3 | $259K | Buy |
+4,017
| New | +$259K | ﹤0.01% | 845 |
|
|
2015
Q4 | – | Sell |
-446,630
| Closed | -$17.8M | – | 863 |
|
|
2015
Q3 | $17.8M | Sell |
446,630
-459
| -0.1% | -$18.3K | 0.01% | 512 |
|
|
2015
Q2 | $20.8M | Buy |
447,089
+111,810
| +33% | +$5.2M | 0.01% | 516 |
|
|
2015
Q1 | $14.7M | Buy |
335,279
+10,121
| +3% | +$444K | 0.01% | 581 |
|
|
2014
Q4 | $14.5M | Buy |
325,158
+19,707
| +6% | +$878K | 0.01% | 578 |
|
|
2014
Q3 | $14.1M | Buy |
305,451
+107,792
| +55% | +$4.96M | 0.01% | 597 |
|
|
2014
Q2 | $9.83M | Sell |
197,659
-406,351
| -67% | -$20.2M | 0.01% | 617 |
|
|
2014
Q1 | $31.7M | Sell |
604,010
-560,150
| -48% | -$29.4M | 0.02% | 426 |
|
|
2013
Q4 | $54.8M | Sell |
1,164,160
-11,810
| -1% | -$556K | 0.03% | 333 |
|
|
2013
Q3 | $45.1M | Sell |
1,175,970
-8,220
| -0.7% | -$315K | 0.03% | 343 |
|
|
2013
Q2 | $44.7M | Buy |
+1,184,190
| New | +$44.7M | 0.03% | 337 |
|