Oppenheimer Asset Management’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
Q3 | $4.7M | Buy |
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|
2025
Q2 | $4.89M | Buy |
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|
2025
Q1 | $3.57M | Sell |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $3.55M | Buy |
|
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|
2024
Q2 | $820K | Buy |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $847K | Sell |
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|
2023
Q3 | $905K | Sell |
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|
2023
Q2 | $875K | Buy |
|
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|
2023
Q1 | $787K | Buy |
|
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|
2022
Q4 | $794K | Sell |
|
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.29M | Buy |
|
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $720K | Sell |
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|
2021
Q2 | $635K | Buy |
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