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