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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Sell |
34,429
-1,317
| -4% | -$442K | 0.03% | 492 |
|
|
2025
Q4 | $12.8M | Sell |
35,746
-5,145
| -13% | -$1.82M | 0.03% | 457 |
|
|
2025
Q3 | $13.6M | Buy |
40,891
+1,131
| +3% | +$410K | 0.03% | 480 |
|
|
2025
Q2 | $14.9M | Sell |
39,760
-4,011
| -9% | -$1.41M | 0.03% | 449 |
|
|
2025
Q1 | $14.3M | Buy |
43,771
+384
| +0.9% | +$134K | 0.04% | 441 |
|
|
2024
Q4 | $14.2M | Sell |
43,387
-11,190
| -21% | -$3.31M | 0.03% | 483 |
|
|
2024
Q3 | $12.7M | Buy |
54,577
+8,889
| +19% | +$2M | 0.03% | 528 |
|
|
2024
Q2 | $12.8M | Sell |
45,688
-9,422
| -17% | -$2.56M | 0.03% | 494 |
|
|
2024
Q1 | $14.6M | Sell |
55,110
-20,209
| -27% | -$5.1M | 0.03% | 480 |
|
|
2023
Q4 | $17.1M | Sell |
75,319
-11,523
| -13% | -$2.59M | 0.04% | 429 |
|
|
2023
Q3 | $20.6M | Sell |
86,842
-7,313
| -8% | -$1.7M | 0.05% | 372 |
|
|
2023
Q2 | $20.5M | Buy |
94,155
+14,527
| +18% | +$2.91M | 0.05% | 385 |
|
|
2023
Q1 | $16.1M | Buy |
79,628
+19,139
| +32% | +$4.38M | 0.04% | 447 |
|
|
2022
Q4 | $13.1M | Buy |
60,489
+9,825
| +19% | +$2.3M | 0.03% | 489 |
|
|
2022
Q3 | $11.1M | Buy |
50,664
+4,611
| +10% | +$981K | 0.03% | 496 |
|
|
2022
Q2 | $8.5M | Buy |
46,053
+41,451
| +901% | +$7.87M | 0.02% | 580 |
|
|
2022
Q1 | $841K | Sell |
4,602
-786
| -15% | -$137K | ﹤0.01% | 916 |
|
|
2021
Q4 | $863K | Sell |
5,388
-558
| -9% | -$92.1K | ﹤0.01% | 953 |
|
|
2021
Q3 | $932K | Hold |
5,946
| – | – | ﹤0.01% | 943 |
|
|
2021
Q2 | $803K | Sell |
5,946
-332
| -5% | -$48.3K | ﹤0.01% | 984 |
|
|
2021
Q1 | $654K | Sell |
6,278
-1,622
| -21% | -$207K | ﹤0.01% | 977 |
|
|
2020
Q4 | $823K | Sell |
7,900
-1,500
| -16% | -$135K | ﹤0.01% | 962 |
|
|
2020
Q3 | $721K | Hold |
9,400
| – | – | ﹤0.01% | 933 |
|
|
2020
Q2 | $737K | Sell |
9,400
-200
| -2% | -$13.4K | ﹤0.01% | 902 |
|
|
2020
Q1 | $523K | Hold |
9,600
| – | – | ﹤0.01% | 928 |
|
|
2019
Q4 | $886K | Sell |
9,600
-1,400
| -13% | -$120K | ﹤0.01% | 923 |
|
|
2019
Q3 | $901K | Buy |
+11,000
| New | +$880K | ﹤0.01% | 911 |
|
Other funds holding LPLA
VPM
VCM
SC
