Oxford 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 | – | Sell |
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|
2025
Q2 | $823K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $267K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $573K | Sell |
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|
2019
Q3 | $2.44M | Buy |
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|
2019
Q2 | $1.96M | Buy |
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|
2019
Q1 | $1.46M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.93M | Buy |
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|
2018
Q2 | $1.56M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $919K | Sell |
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|
2017
Q3 | $2.92M | Sell |
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|
2017
Q2 | $4.67M | Buy |
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|
2017
Q1 | $3.31M | Buy |
|