NewEdge Wealth’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 | $3.89M | Sell |
12,914
-7,056
| -35% | -$2.37M | 0.05% | 273 |
|
|
2025
Q4 | $7.13M | Sell |
19,970
-1,424
| -7% | -$504K | 0.08% | 174 |
|
|
2025
Q3 | $8.01M | Sell |
21,394
-15,079
| -41% | -$5.47M | 0.11% | 147 |
|
|
2025
Q2 | $13.5M | Sell |
36,473
-3,676
| -9% | -$1.29M | 0.21% | 99 |
|
|
2025
Q1 | $13.1M | Sell |
40,149
-28,642
| -42% | -$9.97M | 0.24% | 91 |
|
|
2024
Q4 | $22.5M | Sell |
68,791
-878
| -1% | -$260K | 0.39% | 69 |
|
|
2024
Q3 | $16.2M | Buy |
69,669
+50,294
| +260% | +$11.3M | 0.29% | 89 |
|
|
2024
Q2 | $5.41M | Sell |
19,375
-37,716
| -66% | -$10.2M | 0.12% | 154 |
|
|
2024
Q1 | $15.4M | Buy |
57,091
+1,264
| +2% | +$319K | 0.35% | 79 |
|
|
2023
Q4 | $12.7M | Buy |
55,827
+38,839
| +229% | +$8.73M | 0.32% | 81 |
|
|
2023
Q3 | $4.04M | Buy |
16,988
+1,318
| +8% | +$306K | 0.13% | 148 |
|
|
2023
Q2 | $3.41M | Buy |
15,670
+482
| +3% | +$96.5K | 0.11% | 168 |
|
|
2023
Q1 | $3.07M | Buy |
15,188
+271
| +2% | +$62K | 0.12% | 165 |
|
|
2022
Q4 | $3.22M | Sell |
14,917
-2,691
| -15% | -$629K | 0.14% | 139 |
|
|
2022
Q3 | $3.85M | Buy |
17,608
+1,099
| +7% | +$234K | 0.18% | 123 |
|
|
2022
Q2 | $3.05M | Buy |
16,509
+6,509
| +65% | +$1.24M | 0.14% | 138 |
|
|
2022
Q1 | $1.83M | Buy |
10,000
+1,295
| +15% | +$226K | 0.08% | 163 |
|
|
2021
Q4 | $1.39M | Buy |
8,705
+314
| +4% | +$51.8K | 0.06% | 203 |
|
|
2021
Q3 | $1.31M | Buy |
8,391
+846
| +11% | +$122K | 0.08% | 159 |
|
|
2021
Q2 | $1.02M | Buy |
7,545
+1,379
| +22% | +$201K | 0.08% | 173 |
|
|
2021
Q1 | $877K | Buy |
+6,166
| New | +$787K | 0.09% | 172 |
|
Other funds holding LPLA
VPM
VCM
SC
