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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.17M | Sell |
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|
2025
Q2 | $7.78M | Buy |
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|
2025
Q1 | $6.58M | Buy |
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|
2024
Q4 | $5.52M | Buy |
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|
2024
Q3 | $3.53M | Sell |
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|
2024
Q2 | $4.63M | Sell |
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|
2024
Q1 | $4.77M | Sell |
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|
2023
Q4 | $4.22M | Sell |
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|
2023
Q3 | $5.19M | Buy |
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|
2023
Q2 | $4.37M | Buy |
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|
2023
Q1 | $3.55M | Sell |
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|
2022
Q4 | $5.42M | Buy |
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|
2022
Q3 | $4.7M | Buy |
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|
2022
Q2 | $3.01M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $684K | Sell |
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|
2021
Q3 | $696K | Sell |
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|
2021
Q2 | $711K | Buy |
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|
2021
Q1 | $557K | Buy |
|