Pitcairn’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 | $1.77M | Sell |
4,728
-1,045
| -18% | -$392K | 0.12% | 167 |
|
|
2025
Q1 | $1.89M | Sell |
5,773
-214
| -4% | -$70K | 0.11% | 163 |
|
|
2024
Q4 | $1.95M | Sell |
5,987
-257
| -4% | -$83.9K | 0.12% | 162 |
|
|
2024
Q3 | $1.45M | Sell |
6,244
-548
| -8% | -$127K | 0.09% | 210 |
|
|
2024
Q2 | $1.9M | Buy |
6,792
+107
| +2% | +$29.9K | 0.12% | 166 |
|
|
2024
Q1 | $1.77M | Sell |
6,685
-267
| -4% | -$70.5K | 0.11% | 171 |
|
|
2023
Q4 | $1.58M | Sell |
6,952
-557
| -7% | -$127K | 0.12% | 163 |
|
|
2023
Q3 | $1.78M | Buy |
7,509
+57
| +0.8% | +$13.5K | 0.15% | 129 |
|
|
2023
Q2 | $1.62M | Sell |
7,452
-24
| -0.3% | -$5.22K | 0.14% | 137 |
|
|
2023
Q1 | $1.51M | Buy |
7,476
+183
| +3% | +$37K | 0.14% | 140 |
|
|
2022
Q4 | $1.58M | Sell |
7,293
-256
| -3% | -$55.3K | 0.16% | 129 |
|
|
2022
Q3 | $1.65M | Buy |
7,549
+24
| +0.3% | +$5.24K | 0.18% | 117 |
|
|
2022
Q2 | $1.39M | Sell |
7,525
-1,054
| -12% | -$194K | 0.15% | 127 |
|
|
2022
Q1 | $1.57M | Buy |
8,579
+410
| +5% | +$74.9K | 0.14% | 139 |
|
|
2021
Q4 | $1.31M | Sell |
8,169
-45
| -0.5% | -$7.21K | 0.08% | 172 |
|
|
2021
Q3 | $1.29M | Sell |
8,214
-125
| -1% | -$19.6K | 0.09% | 168 |
|
|
2021
Q2 | $1.13M | Sell |
8,339
-36
| -0.4% | -$4.86K | 0.08% | 184 |
|
|
2021
Q1 | $1.19M | Sell |
8,375
-1,987
| -19% | -$283K | 0.08% | 171 |
|
|
2020
Q4 | $1.08M | Sell |
10,362
-85
| -0.8% | -$8.86K | 0.08% | 163 |
|
|
2020
Q3 | $801K | Sell |
10,447
-150
| -1% | -$11.5K | 0.07% | 185 |
|
|
2020
Q2 | $831K | Buy |
+10,597
| New | +$831K | 0.08% | 153 |
|
|
2015
Q3 | – | Sell |
-6,482
| Closed | -$302K | – | 444 |
|
|
2015
Q2 | $302K | Sell |
6,482
-169
| -3% | -$7.87K | 0.03% | 363 |
|
|
2015
Q1 | $292K | Buy |
6,651
+129
| +2% | +$5.66K | 0.03% | 380 |
|
|
2014
Q4 | $290K | Sell |
6,522
-49
| -0.7% | -$2.18K | 0.03% | 374 |
|
|
2014
Q3 | $303K | Buy |
6,571
+612
| +10% | +$28.2K | 0.03% | 376 |
|
|
2014
Q2 | $296K | Buy |
+5,959
| New | +$296K | 0.03% | 369 |
|