Penserra Capital 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 | $161K | Buy |
431
+75
| +21% | +$28K | ﹤0.01% | 671 |
|
|
2025
Q1 | $116K | Buy |
356
+16
| +5% | +$5.21K | ﹤0.01% | 787 |
|
|
2024
Q4 | $111K | Sell |
340
-11
| -3% | -$3.59K | ﹤0.01% | 832 |
|
|
2024
Q3 | $80K | Buy |
351
+1
| +0.3% | +$228 | ﹤0.01% | 800 |
|
|
2024
Q2 | $98K | Sell |
350
-2
| -0.6% | -$560 | ﹤0.01% | 808 |
|
|
2024
Q1 | $92K | Buy |
352
+12
| +4% | +$3.14K | ﹤0.01% | 813 |
|
|
2023
Q4 | $77K | Sell |
340
-3,900
| -92% | -$883K | ﹤0.01% | 934 |
|
|
2023
Q3 | $1.01M | Buy |
4,240
+3,848
| +982% | +$913K | 0.02% | 359 |
|
|
2023
Q2 | $84K | Sell |
392
-10
| -2% | -$2.14K | ﹤0.01% | 972 |
|
|
2023
Q1 | $80K | Hold |
402
| – | – | ﹤0.01% | 802 |
|
|
2022
Q4 | $86K | Buy |
402
+21
| +6% | +$4.49K | ﹤0.01% | 824 |
|
|
2022
Q3 | $83K | Buy |
381
+8
| +2% | +$1.74K | ﹤0.01% | 756 |
|
|
2022
Q2 | $68K | Buy |
+373
| New | +$68K | ﹤0.01% | 842 |
|
|
2019
Q4 | – | Sell |
-1,530
| Closed | -$125K | – | 939 |
|
|
2019
Q3 | $125K | Sell |
1,530
-107,194
| -99% | -$8.76M | 0.01% | 493 |
|
|
2019
Q2 | $8.87M | Buy |
108,724
+44,316
| +69% | +$3.61M | 0.69% | 48 |
|
|
2019
Q1 | $4.77M | Buy |
64,408
+63,848
| +11,401% | +$4.73M | 0.38% | 76 |
|
|
2018
Q4 | $34K | Sell |
560
-72
| -11% | -$4.37K | ﹤0.01% | 497 |
|
|
2018
Q3 | $40K | Sell |
632
-2,267
| -78% | -$143K | ﹤0.01% | 610 |
|
|
2018
Q2 | $194K | Buy |
2,899
+1,570
| +118% | +$105K | 0.01% | 314 |
|
|
2018
Q1 | $81K | Buy |
1,329
+894
| +206% | +$54.5K | 0.01% | 327 |
|
|
2017
Q4 | $24K | Buy |
435
+162
| +59% | +$8.94K | ﹤0.01% | 346 |
|
|
2017
Q3 | $14K | Buy |
+273
| New | +$14K | ﹤0.01% | 388 |
|