MML Investors Services’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 | $4.27M | Sell |
14,209
-4,642
| -25% | -$1.56M | 0.01% | 893 |
|
|
2025
Q4 | $6.73M | Buy |
18,851
+302
| +2% | +$107K | 0.02% | 730 |
|
|
2025
Q3 | $6.17M | Sell |
18,549
-2,188
| -11% | -$793K | 0.02% | 732 |
|
|
2025
Q2 | $7.78M | Buy |
20,737
+635
| +3% | +$222K | 0.02% | 616 |
|
|
2025
Q1 | $6.58M | Buy |
20,102
+3,186
| +19% | +$1.11M | 0.02% | 626 |
|
|
2024
Q4 | $5.52M | Buy |
16,916
+1,727
| +11% | +$511K | 0.02% | 666 |
|
|
2024
Q3 | $3.53M | Sell |
15,189
-1,392
| -8% | -$314K | 0.01% | 831 |
|
|
2024
Q2 | $4.63M | Sell |
16,581
-1,472
| -8% | -$400K | 0.02% | 666 |
|
|
2024
Q1 | $4.77M | Sell |
18,053
-503
| -3% | -$127K | 0.02% | 657 |
|
|
2023
Q4 | $4.22M | Sell |
18,556
-3,280
| -15% | -$737K | 0.02% | 675 |
|
|
2023
Q3 | $5.19M | Buy |
21,836
+1,738
| +9% | +$404K | 0.03% | 525 |
|
|
2023
Q2 | $4.37M | Buy |
20,098
+2,555
| +15% | +$512K | 0.02% | 583 |
|
|
2023
Q1 | $3.55M | Sell |
17,543
-7,526
| -30% | -$1.72M | 0.03% | 573 |
|
|
2022
Q4 | $5.42M | Buy |
25,069
+3,537
| +16% | +$827K | 0.04% | 462 |
|
|
2022
Q3 | $4.7M | Buy |
21,532
+5,212
| +32% | +$1.11M | 0.04% | 453 |
|
|
2022
Q2 | $3.01M | Buy |
16,320
+10,800
| +196% | +$2.05M | 0.02% | 593 |
|
|
2022
Q1 | $1.01M | Buy |
5,520
+1,248
| +29% | +$217K | 0.01% | 1090 |
|
|
2021
Q4 | $684K | Sell |
4,272
-169
| -4% | -$27.9K | ﹤0.01% | 1237 |
|
|
2021
Q3 | $696K | Sell |
4,441
-830
| -16% | -$119K | 0.01% | 1197 |
|
|
2021
Q2 | $711K | Buy |
5,271
+1,353
| +35% | +$197K | 0.01% | 1159 |
|
|
2021
Q1 | $557K | Buy |
+3,918
| New | +$500K | 0.01% | 1207 |
|
Other funds holding LPLA
VPM
VCM
SC
