Panagora 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 | $383K | Hold |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $29.4M | Sell |
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|
2024
Q1 | $45.3M | Buy |
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|
2023
Q4 | $39M | Sell |
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|
2023
Q3 | $58.1M | Buy |
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|
2023
Q2 | $15.8M | Buy |
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|
2023
Q1 | $7.33M | Buy |
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|
2022
Q4 | $7.8M | Buy |
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|
2022
Q3 | $7.59M | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $27.4M | Sell |
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|
2021
Q2 | $24.4M | Sell |
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|
2021
Q1 | $39.7M | Buy |
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|
2020
Q4 | $28.7M | Buy |
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|
2020
Q3 | $20.2M | Buy |
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|
2020
Q2 | $20.2M | Buy |
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|
2020
Q1 | $13.9M | Buy |
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|
2019
Q4 | $23M | Sell |
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|
2019
Q3 | $20.4M | Sell |
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|
2019
Q2 | $21M | Buy |
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|
2019
Q1 | $13.5M | Sell |
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|
2018
Q4 | $14.6M | Sell |
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|
2018
Q3 | $16.6M | Buy |
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|
2018
Q2 | $16.5M | Buy |
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|
2018
Q1 | $8.81M | Sell |
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|
2017
Q4 | $25.8M | Sell |
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|
2017
Q3 | $37.4M | Buy |
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|
2017
Q2 | $13.6M | Buy |
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|
2017
Q1 | $11.9M | Buy |
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|
2016
Q4 | $955K | Buy |
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|
2016
Q3 | $34K | Sell |
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|
2016
Q2 | $1.41M | Sell |
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|
2016
Q1 | $1.97M | Hold |
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|
2015
Q4 | $3.38M | Buy |
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|
2015
Q3 | $3.07M | Buy |
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|
2015
Q2 | $53K | Hold |
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|
2015
Q1 | $50K | Sell |
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|
2014
Q4 | $866K | Hold |
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|
2014
Q3 | $895K | Sell |
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|
2014
Q2 | $1.94M | Sell |
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|
2014
Q1 | $6.85M | Buy |
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|
2013
Q4 | $5.29M | Buy |
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|
2013
Q3 | $278K | Buy |
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|
2013
Q2 | $43K | Buy |
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