Mitsubishi UFJ 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 | $25.7M | Buy |
68,544
+10,293
| +18% | +$3.86M | 0.02% | 471 |
|
|
2025
Q1 | $19.1M | Buy |
58,251
+3,620
| +7% | +$1.18M | 0.02% | 500 |
|
|
2024
Q4 | $18.2M | Buy |
54,631
+4,869
| +10% | +$1.62M | 0.02% | 498 |
|
|
2024
Q3 | $11.6M | Buy |
49,762
+5,647
| +13% | +$1.31M | 0.01% | 553 |
|
|
2024
Q2 | $12.3M | Buy |
44,115
+4,784
| +12% | +$1.34M | 0.02% | 520 |
|
|
2024
Q1 | $10.4M | Buy |
39,331
+5,101
| +15% | +$1.35M | 0.01% | 533 |
|
|
2023
Q4 | $7.97M | Buy |
34,230
+33
| +0.1% | +$7.68K | 0.01% | 541 |
|
|
2023
Q3 | $8.13M | Buy |
34,197
+5,121
| +18% | +$1.22M | 0.02% | 524 |
|
|
2023
Q2 | $6.32M | Buy |
29,076
+1,326
| +5% | +$288K | 0.01% | 557 |
|
|
2023
Q1 | $5.62M | Buy |
27,750
+1,506
| +6% | +$305K | 0.01% | 557 |
|
|
2022
Q4 | $5.7M | Buy |
26,244
+3,664
| +16% | +$796K | 0.02% | 543 |
|
|
2022
Q3 | $4.93M | Buy |
22,580
+1,943
| +9% | +$424K | 0.02% | 550 |
|
|
2022
Q2 | $3.81M | Buy |
+20,637
| New | +$3.81M | 0.02% | 590 |
|