Pacer Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750 | Hold |
2
| – | – | ﹤0.01% | 3297 |
|
|
2025
Q1 | $654 | Hold |
2
| – | – | ﹤0.01% | 3567 |
|
|
2024
Q4 | $653 | Hold |
2
| – | – | ﹤0.01% | 3622 |
|
|
2024
Q3 | $465 | Buy |
+2
| New | +$465 | ﹤0.01% | 2495 |
|
|
2017
Q4 | – | Sell |
-15,014
| Closed | -$774K | – | 1244 |
|
|
2017
Q3 | $774K | Buy |
15,014
+4,793
| +47% | +$247K | 0.07% | 419 |
|
|
2017
Q2 | $434K | Buy |
10,221
+1,538
| +18% | +$65.3K | 0.04% | 693 |
|
|
2017
Q1 | $346K | Buy |
+8,683
| New | +$346K | 0.04% | 702 |
|