Meeder Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
3,296
+3,183
| +2,817% | +$1.19M | 0.08% | 124 |
|
|
2025
Q1 | $37K | Sell |
113
-449
| -80% | -$147K | ﹤0.01% | 435 |
|
|
2024
Q4 | $183K | Sell |
562
-4
| -0.7% | -$1.31K | 0.01% | 228 |
|
|
2024
Q3 | $132K | Buy |
566
+540
| +2,077% | +$126K | 0.01% | 263 |
|
|
2024
Q2 | $7.26K | Hold |
26
| – | – | ﹤0.01% | 713 |
|
|
2024
Q1 | $6.87K | Buy |
+26
| New | +$6.87K | ﹤0.01% | 604 |
|
|
2023
Q3 | – | Sell |
-4,281
| Closed | -$931K | – | 551 |
|
|
2023
Q2 | $931K | Buy |
+4,281
| New | +$931K | 0.07% | 165 |
|
|
2023
Q1 | – | Sell |
-5,673
| Closed | -$1.23M | – | 745 |
|
|
2022
Q4 | $1.23M | Buy |
5,673
+5,665
| +70,813% | +$1.22M | 0.11% | 172 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 1828 |
|
|
2022
Q2 | $1K | Sell |
8
-24
| -75% | -$3K | ﹤0.01% | 2029 |
|
|
2022
Q1 | $6K | Sell |
32
-1,672
| -98% | -$314K | ﹤0.01% | 1731 |
|
|
2021
Q4 | $273K | Buy |
1,704
+1,581
| +1,285% | +$253K | 0.03% | 289 |
|
|
2021
Q3 | $19K | Sell |
123
-86
| -41% | -$13.3K | ﹤0.01% | 1439 |
|
|
2021
Q2 | $28K | Buy |
+209
| New | +$28K | ﹤0.01% | 1339 |
|
|
2020
Q3 | – | Sell |
-340
| Closed | -$26K | – | 2295 |
|
|
2020
Q2 | $26K | Sell |
340
-9,050
| -96% | -$692K | ﹤0.01% | 1075 |
|
|
2020
Q1 | $511K | Buy |
9,390
+7,034
| +299% | +$383K | 0.04% | 330 |
|
|
2019
Q4 | $217K | Buy |
2,356
+1,106
| +88% | +$102K | 0.01% | 584 |
|
|
2019
Q3 | $102K | Sell |
1,250
-5,973
| -83% | -$487K | 0.01% | 793 |
|
|
2019
Q2 | $590K | Sell |
7,223
-6,564
| -48% | -$536K | 0.04% | 380 |
|
|
2019
Q1 | $960K | Buy |
13,787
+12,496
| +968% | +$870K | 0.08% | 212 |
|
|
2018
Q4 | $79K | Sell |
1,291
-165
| -11% | -$10.1K | 0.01% | 700 |
|
|
2018
Q3 | $94K | Sell |
1,456
-5,477
| -79% | -$354K | 0.01% | 653 |
|
|
2018
Q2 | $454K | Sell |
6,933
-10,195
| -60% | -$668K | 0.04% | 372 |
|
|
2018
Q1 | $1.04M | Buy |
17,128
+16,032
| +1,463% | +$977K | 0.1% | 195 |
|
|
2017
Q4 | $63K | Sell |
1,096
-20,383
| -95% | -$1.17M | 0.01% | 644 |
|
|
2017
Q3 | $1.11M | Buy |
21,479
+72
| +0.3% | +$3.71K | 0.12% | 193 |
|
|
2017
Q2 | $909K | Buy |
21,407
+3,081
| +17% | +$131K | 0.09% | 226 |
|
|
2017
Q1 | $730K | Buy |
18,326
+17,197
| +1,523% | +$685K | 0.07% | 312 |
|
|
2016
Q4 | $40K | Buy |
+1,129
| New | +$40K | ﹤0.01% | 585 |
|
|
2016
Q1 | – | Sell |
-1,047
| Closed | -$45K | – | 881 |
|
|
2015
Q4 | $45K | Buy |
+1,047
| New | +$45K | ﹤0.01% | 681 |
|