Northwest & Ethical Investments’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
Q2 | $1.99M | Buy |
|
|||||
|
2025
Q1 | $1.49M | Buy |
|
|||||
|
2024
Q4 | $424K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $159K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $1.7M | Sell |
|
|||||
|
2020
Q1 | $1.35M | Sell |
|
|||||
|
2019
Q4 | $2.86M | Hold |
|
|||||
|
2019
Q3 | $2.54M | Sell |
|
|||||
|
2019
Q2 | $2.78M | Buy |
|
|||||
|
2019
Q1 | $1.89M | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $1.25M | Buy |
|