Panagora Asset Management’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 | $431K | Sell |
1,150
-22
| -2% | -$8.25K | ﹤0.01% | 838 |
|
|
2025
Q1 | $383K | Sell |
1,172
-260
| -18% | -$85.1K | ﹤0.01% | 876 |
|
|
2024
Q4 | $468K | Sell |
1,432
-981
| -41% | -$320K | ﹤0.01% | 854 |
|
|
2024
Q3 | $561K | Sell |
2,413
-103,021
| -98% | -$24M | ﹤0.01% | 899 |
|
|
2024
Q2 | $29.4M | Sell |
105,434
-66,092
| -39% | -$18.5M | 0.15% | 128 |
|
|
2024
Q1 | $45.3M | Buy |
171,526
+61
| +0% | +$16.1K | 0.24% | 106 |
|
|
2023
Q4 | $39M | Sell |
171,465
-73,063
| -30% | -$16.6M | 0.22% | 114 |
|
|
2023
Q3 | $58.1M | Buy |
244,528
+172,044
| +237% | +$40.9M | 0.36% | 75 |
|
|
2023
Q2 | $15.8M | Buy |
72,484
+36,261
| +100% | +$7.88M | 0.09% | 191 |
|
|
2023
Q1 | $7.33M | Buy |
36,223
+129
| +0.4% | +$26.1K | 0.05% | 304 |
|
|
2022
Q4 | $7.8M | Buy |
36,094
+1,354
| +4% | +$293K | 0.05% | 298 |
|
|
2022
Q3 | $7.59M | Buy |
34,740
+33,528
| +2,766% | +$7.33M | 0.05% | 279 |
|
|
2022
Q2 | $224K | Buy |
1,212
+46
| +4% | +$8.5K | ﹤0.01% | 1379 |
|
|
2022
Q1 | $213K | Buy |
+1,166
| New | +$213K | ﹤0.01% | 1442 |
|
|
2021
Q4 | – | Sell |
-174,974
| Closed | -$27.4M | – | 1639 |
|
|
2021
Q3 | $27.4M | Sell |
174,974
-5,989
| -3% | -$939K | 0.15% | 147 |
|
|
2021
Q2 | $24.4M | Sell |
180,963
-98,514
| -35% | -$13.3M | 0.13% | 165 |
|
|
2021
Q1 | $39.7M | Buy |
279,477
+4,563
| +2% | +$649K | 0.22% | 102 |
|
|
2020
Q4 | $28.7M | Buy |
274,914
+12,056
| +5% | +$1.26M | 0.17% | 130 |
|
|
2020
Q3 | $20.2M | Buy |
262,858
+5,416
| +2% | +$415K | 0.13% | 168 |
|
|
2020
Q2 | $20.2M | Buy |
257,442
+2,780
| +1% | +$218K | 0.13% | 161 |
|
|
2020
Q1 | $13.9M | Buy |
254,662
+5,681
| +2% | +$309K | 0.1% | 191 |
|
|
2019
Q4 | $23M | Sell |
248,981
-76
| -0% | -$7.01K | 0.1% | 203 |
|
|
2019
Q3 | $20.4M | Sell |
249,057
-8,571
| -3% | -$702K | 0.09% | 197 |
|
|
2019
Q2 | $21M | Buy |
257,628
+63,627
| +33% | +$5.19M | 0.09% | 213 |
|
|
2019
Q1 | $13.5M | Sell |
194,001
-44,256
| -19% | -$3.08M | 0.06% | 291 |
|
|
2018
Q4 | $14.6M | Sell |
238,257
-19,640
| -8% | -$1.2M | 0.07% | 251 |
|
|
2018
Q3 | $16.6M | Buy |
257,897
+5,429
| +2% | +$350K | 0.06% | 260 |
|
|
2018
Q2 | $16.5M | Buy |
252,468
+108,208
| +75% | +$7.09M | 0.07% | 251 |
|
|
2018
Q1 | $8.81M | Sell |
144,260
-307,922
| -68% | -$18.8M | 0.03% | 384 |
|
|
2017
Q4 | $25.8M | Sell |
452,182
-273,901
| -38% | -$15.7M | 0.1% | 216 |
|
|
2017
Q3 | $37.4M | Buy |
726,083
+405,330
| +126% | +$20.9M | 0.15% | 155 |
|
|
2017
Q2 | $13.6M | Buy |
320,753
+21,757
| +7% | +$924K | 0.05% | 338 |
|
|
2017
Q1 | $11.9M | Buy |
298,996
+271,873
| +1,002% | +$10.8M | 0.05% | 371 |
|
|
2016
Q4 | $955K | Buy |
27,123
+25,973
| +2,259% | +$915K | ﹤0.01% | 1214 |
|
|
2016
Q3 | $34K | Sell |
1,150
-61,531
| -98% | -$1.82M | ﹤0.01% | 2189 |
|
|
2016
Q2 | $1.41M | Sell |
62,681
-16,658
| -21% | -$375K | 0.01% | 985 |
|
|
2016
Q1 | $1.97M | Hold |
79,339
| – | – | 0.01% | 877 |
|
|
2015
Q4 | $3.38M | Buy |
79,339
+2,059
| +3% | +$87.8K | 0.02% | 649 |
|
|
2015
Q3 | $3.07M | Buy |
77,280
+76,130
| +6,620% | +$3.03M | 0.02% | 636 |
|
|
2015
Q2 | $53K | Hold |
1,150
| – | – | ﹤0.01% | 2126 |
|
|
2015
Q1 | $50K | Sell |
1,150
-18,288
| -94% | -$795K | ﹤0.01% | 2090 |
|
|
2014
Q4 | $866K | Hold |
19,438
| – | – | ﹤0.01% | 1098 |
|
|
2014
Q3 | $895K | Sell |
19,438
-19,566
| -50% | -$901K | ﹤0.01% | 1091 |
|
|
2014
Q2 | $1.94M | Sell |
39,004
-91,427
| -70% | -$4.55M | 0.01% | 828 |
|
|
2014
Q1 | $6.85M | Buy |
130,431
+17,874
| +16% | +$939K | 0.03% | 457 |
|
|
2013
Q4 | $5.29M | Buy |
112,557
+105,309
| +1,453% | +$4.95M | 0.02% | 532 |
|
|
2013
Q3 | $278K | Buy |
7,248
+6,098
| +530% | +$234K | ﹤0.01% | 1539 |
|
|
2013
Q2 | $43K | Buy |
+1,150
| New | +$43K | ﹤0.01% | 2054 |
|