Northwest & Ethical Investments’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 | $1.99M | Buy |
5,460
+900
| +20% | +$328K | 0.05% | 256 |
|
|
2025
Q1 | $1.49M | Buy |
4,560
+3,260
| +251% | +$1.06M | 0.04% | 278 |
|
|
2024
Q4 | $424K | Buy |
+1,300
| New | +$424K | 0.01% | 354 |
|
|
2024
Q2 | – | Sell |
-600
| Closed | -$159K | – | 496 |
|
|
2024
Q1 | $159K | Buy |
+600
| New | +$159K | ﹤0.01% | 410 |
|
|
2020
Q3 | – | Sell |
-21,635
| Closed | -$1.7M | – | 412 |
|
|
2020
Q2 | $1.7M | Sell |
21,635
-3,134
| -13% | -$246K | 0.08% | 254 |
|
|
2020
Q1 | $1.35M | Sell |
24,769
-6,253
| -20% | -$340K | 0.08% | 260 |
|
|
2019
Q4 | $2.86M | Hold |
31,022
| – | – | 0.13% | 209 |
|
|
2019
Q3 | $2.54M | Sell |
31,022
-3,031
| -9% | -$248K | 0.12% | 214 |
|
|
2019
Q2 | $2.78M | Buy |
34,053
+6,889
| +25% | +$562K | 0.14% | 206 |
|
|
2019
Q1 | $1.89M | Buy |
+27,164
| New | +$1.89M | 0.1% | 257 |
|
|
2017
Q2 | – | Sell |
-31,403
| Closed | -$1.25M | – | 385 |
|
|
2017
Q1 | $1.25M | Buy |
+31,403
| New | +$1.25M | 0.08% | 255 |
|