OMERS Administration Corp’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 | $2.9M | Sell |
7,732
-30,500
| -80% | -$11.4M | 0.02% | 257 |
|
|
2025
Q1 | $12.5M | Buy |
38,232
+30,592
| +400% | +$10M | 0.11% | 83 |
|
|
2024
Q4 | $2.49M | Sell |
7,640
-2,477
| -24% | -$809K | 0.02% | 279 |
|
|
2024
Q3 | $2.35M | Sell |
10,117
-1,300
| -11% | -$302K | 0.02% | 343 |
|
|
2024
Q2 | $3.19M | Buy |
+11,417
| New | +$3.19M | 0.03% | 235 |
|
|
2015
Q4 | – | Sell |
-18,000
| Closed | -$716K | – | 516 |
|
|
2015
Q3 | $716K | Sell |
18,000
-11,600
| -39% | -$461K | 0.02% | 276 |
|
|
2015
Q2 | $1.38M | Buy |
+29,600
| New | +$1.38M | 0.05% | 219 |
|