Mitsubishi UFJ Trust & Banking’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
Q3 | $13.6M | Buy |
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|
2025
Q2 | $14.9M | Sell |
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|
2025
Q1 | $14.3M | Buy |
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|
2024
Q4 | $14.2M | Sell |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $12.8M | Sell |
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|
2024
Q1 | $14.6M | Sell |
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|
2023
Q4 | $17.1M | Sell |
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|
2023
Q3 | $20.6M | Sell |
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|
2023
Q2 | $20.5M | Buy |
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|
2023
Q1 | $16.1M | Buy |
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|
2022
Q4 | $13.1M | Buy |
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|
2022
Q3 | $11.1M | Buy |
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|
2022
Q2 | $8.5M | Buy |
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|
2022
Q1 | $841K | Sell |
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|
2021
Q4 | $863K | Sell |
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|
2021
Q3 | $932K | Hold |
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|
2021
Q2 | $803K | Sell |
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|
2021
Q1 | $654K | Sell |
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|
2020
Q4 | $823K | Sell |
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|
2020
Q3 | $721K | Hold |
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|
2020
Q2 | $737K | Sell |
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|
2020
Q1 | $523K | Hold |
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|
2019
Q4 | $886K | Sell |
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|
2019
Q3 | $901K | Buy |
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