Natixis’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 | $316K | Buy |
844
+361
| +75% | +$135K | ﹤0.01% | 737 |
|
|
2025
Q1 | $159K | Buy |
483
+112
| +30% | +$36.9K | ﹤0.01% | 733 |
|
|
2024
Q4 | $121K | Buy |
+371
| New | +$121K | ﹤0.01% | 811 |
|
|
2024
Q1 | – | Sell |
-5,098
| Closed | -$1.16M | – | 1105 |
|
|
2023
Q4 | $1.16M | Buy |
5,098
+4,128
| +426% | +$940K | 0.01% | 487 |
|
|
2023
Q3 | $231K | Sell |
970
-48,338
| -98% | -$11.5M | ﹤0.01% | 682 |
|
|
2023
Q2 | $10.7M | Buy |
+49,308
| New | +$10.7M | 0.09% | 174 |
|
|
2023
Q1 | – | Sell |
-11,363
| Closed | -$2.46M | – | 1068 |
|
|
2022
Q4 | $2.46M | Buy |
+11,363
| New | +$2.46M | 0.01% | 451 |
|
|
2020
Q3 | – | Sell |
-9,200
| Closed | -$721K | – | 836 |
|
|
2020
Q2 | $721K | Buy |
+9,200
| New | +$721K | 0.01% | 563 |
|
|
2019
Q4 | – | Sell |
-70,382
| Closed | -$5.76M | – | 905 |
|
|
2019
Q3 | $5.76M | Sell |
70,382
-12,897
| -15% | -$1.06M | 0.04% | 332 |
|
|
2019
Q2 | $6.79M | Buy |
83,279
+54,430
| +189% | +$4.44M | 0.05% | 272 |
|
|
2019
Q1 | $2M | Buy |
28,849
+5,909
| +26% | +$410K | 0.01% | 498 |
|
|
2018
Q4 | $1.4M | Buy |
+22,940
| New | +$1.4M | 0.01% | 468 |
|
|
2018
Q3 | – | Sell |
-54,533
| Closed | -$3.57M | – | 913 |
|
|
2018
Q2 | $3.57M | Buy |
+54,533
| New | +$3.57M | 0.02% | 426 |
|
|
2017
Q4 | – | Sell |
-23,007
| Closed | -$1.19M | – | 1025 |
|
|
2017
Q3 | $1.19M | Buy |
+23,007
| New | +$1.19M | 0.01% | 493 |
|
|
2015
Q2 | – | Sell |
-52,000
| Closed | -$2.28M | – | 411 |
|
|
2015
Q1 | $2.28M | Hold |
52,000
| – | – | 0.03% | 182 |
|
|
2014
Q4 | $2.32M | Hold |
52,000
| – | – | 0.03% | 168 |
|
|
2014
Q3 | $2.4M | Sell |
52,000
-24,000
| -32% | -$1.11M | 0.04% | 187 |
|
|
2014
Q2 | $3.78M | Sell |
76,000
-124,000
| -62% | -$6.17M | 0.05% | 196 |
|
|
2014
Q1 | $10.5M | Sell |
200,000
-200
| -0.1% | -$10.5K | 0.14% | 129 |
|
|
2013
Q4 | $9.42M | Buy |
200,200
+200
| +0.1% | +$9.41K | 0.08% | 182 |
|
|
2013
Q3 | $7.66M | Buy |
+200,000
| New | +$7.66M | 0.08% | 200 |
|