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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.32M | Buy |
14,362
+3,289
| +30% | +$1.1M | 0.01% | 1456 |
|
|
2025
Q4 | $3.96M | Sell |
11,073
-1,837
| -14% | -$650K | 0.01% | 1550 |
|
|
2025
Q3 | $4.57M | Sell |
12,910
-174
| -1% | -$63.1K | 0.01% | 1536 |
|
|
2025
Q2 | $4.9M | Buy |
13,084
+2,673
| +26% | +$936K | 0.01% | 1252 |
|
|
2025
Q1 | $3.41M | Buy |
10,411
+3,403
| +49% | +$1.18M | 0.01% | 1278 |
|
|
2024
Q4 | $2.29M | Sell |
7,008
-2,072
| -23% | -$613K | 0.01% | 1558 |
|
|
2024
Q3 | $2.11M | Sell |
9,080
-864
| -9% | -$195K | ﹤0.01% | 1668 |
|
|
2024
Q2 | $2.78M | Buy |
9,944
+920
| +10% | +$250K | 0.01% | 1406 |
|
|
2024
Q1 | $2.38M | Sell |
9,024
-27,640
| -75% | -$6.98M | 0.01% | 1564 |
|
|
2023
Q4 | $8.35M | Sell |
36,664
-21,799
| -37% | -$4.9M | 0.01% | 891 |
|
|
2023
Q3 | $13.9M | Buy |
58,463
+15,111
| +35% | +$3.51M | 0.02% | 703 |
|
|
2023
Q2 | $9.44M | Sell |
43,352
-1,787
| -4% | -$358K | 0.02% | 793 |
|
|
2023
Q1 | $9.13M | Sell |
45,139
-6,301
| -12% | -$1.44M | 0.02% | 809 |
|
|
2022
Q4 | $11.1M | Sell |
51,440
-2,864
| -5% | -$670K | 0.02% | 685 |
|
|
2022
Q3 | $11.9M | Buy |
54,304
+10,247
| +23% | +$2.18M | 0.03% | 572 |
|
|
2022
Q2 | $8.12M | Buy |
44,057
+14,826
| +51% | +$2.82M | 0.02% | 776 |
|
|
2022
Q1 | $5.86M | Sell |
29,231
-722
| -2% | -$126K | 0.01% | 1077 |
|
|
2021
Q4 | $4.8M | Buy |
29,953
+1,448
| +5% | +$239K | 0.01% | 1133 |
|
|
2021
Q3 | $4.46M | Buy |
28,505
+926
| +3% | +$133K | 0.01% | 1125 |
|
|
2021
Q2 | $3.73M | Buy |
27,579
+3,498
| +15% | +$509K | 0.01% | 1234 |
|
|
2021
Q1 | $3.42M | Buy |
24,081
+15,759
| +189% | +$2.01M | 0.01% | 1194 |
|
|
2020
Q4 | $866K | Sell |
8,322
-200
| -2% | -$18K | ﹤0.01% | 2167 |
|
|
2020
Q3 | $656K | Sell |
8,522
-797
| -9% | -$63.3K | ﹤0.01% | 2183 |
|
|
2020
Q2 | $729K | Sell |
9,319
-4,063
| -30% | -$271K | ﹤0.01% | 2015 |
|
|
2020
Q1 | $720K | Buy |
+13,382
| New | +$1.08M | ﹤0.01% | 1782 |
|
Other funds holding LPLA
VPM
VCM
SC
