Nissay Asset Management’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 | $3.73M | Buy |
9,940
+645
| +7% | +$242K | 0.02% | 367 |
|
|
2025
Q1 | $3.04M | Buy |
9,295
+126
| +1% | +$41.2K | 0.02% | 410 |
|
|
2024
Q4 | $3.04M | Sell |
9,169
-15
| -0.2% | -$4.98K | 0.02% | 418 |
|
|
2024
Q3 | $2.14M | Buy |
9,184
+296
| +3% | +$68.9K | 0.01% | 516 |
|
|
2024
Q2 | $2.48M | Buy |
8,888
+62
| +0.7% | +$17.3K | 0.02% | 442 |
|
|
2024
Q1 | $2.33M | Buy |
8,826
+155
| +2% | +$41K | 0.02% | 457 |
|
|
2023
Q4 | $1.97M | Buy |
8,671
+156
| +2% | +$35.5K | 0.02% | 469 |
|
|
2023
Q3 | $2.02M | Buy |
8,515
+167
| +2% | +$39.7K | 0.02% | 429 |
|
|
2023
Q2 | $1.82M | Sell |
8,348
-194
| -2% | -$42.2K | 0.02% | 470 |
|
|
2023
Q1 | $1.73M | Sell |
8,542
-314
| -4% | -$63.6K | 0.02% | 464 |
|
|
2022
Q4 | $1.91M | Sell |
8,856
-198
| -2% | -$42.8K | 0.02% | 450 |
|
|
2022
Q3 | $1.98M | Buy |
9,054
+321
| +4% | +$70.1K | 0.02% | 422 |
|
|
2022
Q2 | $1.61M | Buy |
+8,733
| New | +$1.61M | 0.02% | 469 |
|