Oppenheimer 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 | $4.89M | Buy |
13,050
+2,123
| +19% | +$796K | 0.06% | 350 |
|
|
2025
Q1 | $3.57M | Sell |
10,927
-3,220
| -23% | -$1.05M | 0.04% | 396 |
|
|
2024
Q4 | $4.62M | Sell |
14,147
-1,092
| -7% | -$357K | 0.06% | 335 |
|
|
2024
Q3 | $3.55M | Buy |
15,239
+12,304
| +419% | +$2.86M | 0.04% | 401 |
|
|
2024
Q2 | $820K | Buy |
2,935
+148
| +5% | +$41.3K | 0.01% | 749 |
|
|
2024
Q1 | $736K | Sell |
2,787
-935
| -25% | -$247K | 0.01% | 755 |
|
|
2023
Q4 | $847K | Sell |
3,722
-88
| -2% | -$20K | 0.01% | 754 |
|
|
2023
Q3 | $905K | Sell |
3,810
-216
| -5% | -$51.3K | 0.01% | 715 |
|
|
2023
Q2 | $875K | Buy |
4,026
+139
| +4% | +$30.2K | 0.01% | 737 |
|
|
2023
Q1 | $787K | Buy |
3,887
+213
| +6% | +$43.1K | 0.01% | 741 |
|
|
2022
Q4 | $794K | Sell |
3,674
-2,682
| -42% | -$580K | 0.01% | 732 |
|
|
2022
Q3 | $1.39M | Sell |
6,356
-610
| -9% | -$133K | 0.02% | 567 |
|
|
2022
Q2 | $1.29M | Buy |
6,966
+347
| +5% | +$64.1K | 0.02% | 600 |
|
|
2022
Q1 | $1.21M | Sell |
6,619
-10
| -0.2% | -$1.83K | 0.02% | 690 |
|
|
2021
Q4 | $1.06M | Buy |
6,629
+2,040
| +44% | +$327K | 0.01% | 762 |
|
|
2021
Q3 | $720K | Sell |
4,589
-119
| -3% | -$18.7K | 0.01% | 839 |
|
|
2021
Q2 | $635K | Buy |
+4,708
| New | +$635K | 0.01% | 883 |
|