Mercer Global Advisors’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 | $1.11M | Buy |
2,957
+142
| +5% | +$53.2K | ﹤0.01% | 1136 |
|
|
2025
Q1 | $921K | Sell |
2,815
-119
| -4% | -$38.9K | ﹤0.01% | 1189 |
|
|
2024
Q4 | $958K | Sell |
2,934
-384
| -12% | -$125K | ﹤0.01% | 1137 |
|
|
2024
Q3 | $763K | Sell |
3,318
-604
| -15% | -$139K | ﹤0.01% | 1127 |
|
|
2024
Q2 | $1.45M | Sell |
3,922
-796
| -17% | -$294K | ﹤0.01% | 815 |
|
|
2024
Q1 | $1.25M | Sell |
4,718
-945
| -17% | -$250K | ﹤0.01% | 873 |
|
|
2023
Q4 | $1.29M | Buy |
5,663
+1,681
| +42% | +$383K | ﹤0.01% | 881 |
|
|
2023
Q3 | $946K | Buy |
3,982
+1,359
| +52% | +$323K | ﹤0.01% | 965 |
|
|
2023
Q2 | $570K | Sell |
2,623
-70
| -3% | -$15.2K | ﹤0.01% | 1172 |
|
|
2023
Q1 | $536K | Sell |
2,693
-151
| -5% | -$30.1K | ﹤0.01% | 1166 |
|
|
2022
Q4 | $615K | Sell |
2,844
-331
| -10% | -$71.6K | ﹤0.01% | 1118 |
|
|
2022
Q3 | $694K | Buy |
3,175
+42
| +1% | +$9.18K | ﹤0.01% | 1000 |
|
|
2022
Q2 | $578K | Buy |
3,133
+481
| +18% | +$88.7K | ﹤0.01% | 1074 |
|
|
2022
Q1 | $484K | Buy |
+2,652
| New | +$484K | ﹤0.01% | 1250 |
|