Natixis’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 | $643K | Buy |
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|
2025
Q2 | $316K | Buy |
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|
2025
Q1 | $159K | Buy |
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|
2024
Q4 | $121K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $10.7M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.46M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $721K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5.76M | Sell |
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|
2019
Q2 | $6.79M | Buy |
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|
2019
Q1 | $2M | Buy |
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|
2018
Q4 | $1.4M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.57M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.19M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.28M | Hold |
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|
2014
Q4 | $2.32M | Hold |
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|
2014
Q3 | $2.4M | Sell |
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|
2014
Q2 | $3.78M | Sell |
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|
2014
Q1 | $10.5M | Sell |
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|
2013
Q4 | $9.41M | Buy |
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|
2013
Q3 | $7.66M | Buy |
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