Osaic Holdings’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
$4.57M Sell
2025
Q2
$4.9M Buy
2025
Q1
$3.41M Buy
2024
Q4
$2.29M Sell
2024
Q3
$2.11M Sell
2024
Q2
$2.78M Buy
2024
Q1
$2.38M Sell
2023
Q4
$8.35M Sell
2023
Q3
$13.9M Buy
2023
Q2
$9.44M Sell
2023
Q1
$9.13M Sell
2022
Q4
$11.1M Sell
2022
Q3
$11.9M Buy
2022
Q2
$8.12M Buy
2022
Q1
$5.86M Sell
2021
Q4
$4.8M Buy
2021
Q3
$4.46M Buy
2021
Q2
$3.73M Buy
2021
Q1
$3.42M Buy
2020
Q4
$866K Sell
2020
Q3
$656K Sell
2020
Q2
$729K Sell
2020
Q1
$720K Buy