PNC Financial Services Group’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 | $2.43M | Sell |
6,476
-634
| -9% | -$238K | ﹤0.01% | 876 |
|
|
2025
Q1 | $2.33M | Buy |
7,110
+2,213
| +45% | +$724K | ﹤0.01% | 872 |
|
|
2024
Q4 | $1.6M | Buy |
4,897
+909
| +23% | +$297K | ﹤0.01% | 981 |
|
|
2024
Q3 | $928K | Buy |
3,988
+423
| +12% | +$98.4K | ﹤0.01% | 1211 |
|
|
2024
Q2 | $996K | Buy |
3,565
+267
| +8% | +$74.6K | ﹤0.01% | 1137 |
|
|
2024
Q1 | $871K | Buy |
3,298
+771
| +31% | +$204K | ﹤0.01% | 1221 |
|
|
2023
Q4 | $575K | Sell |
2,527
-301
| -11% | -$68.5K | ﹤0.01% | 1438 |
|
|
2023
Q3 | $672K | Sell |
2,828
-86
| -3% | -$20.4K | ﹤0.01% | 1316 |
|
|
2023
Q2 | $634K | Sell |
2,914
-617
| -17% | -$134K | ﹤0.01% | 1400 |
|
|
2023
Q1 | $715K | Buy |
3,531
+91
| +3% | +$18.4K | ﹤0.01% | 1314 |
|
|
2022
Q4 | $744K | Sell |
3,440
-557
| -14% | -$120K | ﹤0.01% | 1280 |
|
|
2022
Q3 | $874K | Sell |
3,997
-297
| -7% | -$64.9K | ﹤0.01% | 1206 |
|
|
2022
Q2 | $793K | Sell |
4,294
-98
| -2% | -$18.1K | ﹤0.01% | 1283 |
|
|
2022
Q1 | $802K | Buy |
4,392
+770
| +21% | +$141K | ﹤0.01% | 1370 |
|
|
2021
Q4 | $579K | Buy |
3,622
+18
| +0.5% | +$2.88K | ﹤0.01% | 1598 |
|
|
2021
Q3 | $564K | Buy |
3,604
+52
| +1% | +$8.14K | ﹤0.01% | 1540 |
|
|
2021
Q2 | $479K | Sell |
3,552
-3,168
| -47% | -$427K | ﹤0.01% | 1629 |
|
|
2021
Q1 | $955K | Sell |
6,720
-642
| -9% | -$91.2K | ﹤0.01% | 1178 |
|
|
2020
Q4 | $767K | Sell |
7,362
-479
| -6% | -$49.9K | ﹤0.01% | 1242 |
|
|
2020
Q3 | $601K | Buy |
7,841
+561
| +8% | +$43K | ﹤0.01% | 1255 |
|
|
2020
Q2 | $570K | Buy |
7,280
+630
| +9% | +$49.3K | ﹤0.01% | 1299 |
|
|
2020
Q1 | $362K | Buy |
6,650
+1,198
| +22% | +$65.2K | ﹤0.01% | 1477 |
|
|
2019
Q4 | $502K | Sell |
5,452
-2,901
| -35% | -$267K | ﹤0.01% | 1478 |
|
|
2019
Q3 | $685K | Buy |
8,353
+805
| +11% | +$66K | ﹤0.01% | 1428 |
|
|
2019
Q2 | $616K | Sell |
7,548
-474
| -6% | -$38.7K | ﹤0.01% | 1513 |
|
|
2019
Q1 | $558K | Buy |
8,022
+1,680
| +26% | +$117K | ﹤0.01% | 1586 |
|
|
2018
Q4 | $388K | Sell |
6,342
-5,804
| -48% | -$355K | ﹤0.01% | 1679 |
|
|
2018
Q3 | $784K | Buy |
12,146
+4,505
| +59% | +$291K | ﹤0.01% | 1445 |
|
|
2018
Q2 | $500K | Sell |
7,641
-64
| -0.8% | -$4.19K | ﹤0.01% | 1647 |
|
|
2018
Q1 | $470K | Buy |
7,705
+7,161
| +1,316% | +$437K | ﹤0.01% | 1656 |
|
|
2017
Q4 | $31K | Buy |
544
+40
| +8% | +$2.28K | ﹤0.01% | 3188 |
|
|
2017
Q3 | $25K | Buy |
504
+6
| +1% | +$298 | ﹤0.01% | 3275 |
|
|
2017
Q2 | $21K | Hold |
498
| – | – | ﹤0.01% | 3317 |
|
|
2017
Q1 | $21K | Buy |
498
+10
| +2% | +$422 | ﹤0.01% | 3276 |
|
|
2016
Q4 | $16K | Buy |
488
+10
| +2% | +$328 | ﹤0.01% | 3322 |
|
|
2016
Q3 | $14K | Hold |
478
| – | – | ﹤0.01% | 3373 |
|
|
2016
Q2 | $10K | Sell |
478
-68
| -12% | -$1.42K | ﹤0.01% | 3553 |
|
|
2016
Q1 | $14K | Sell |
546
-32
| -6% | -$821 | ﹤0.01% | 3424 |
|
|
2015
Q4 | $24K | Sell |
578
-60
| -9% | -$2.49K | ﹤0.01% | 3205 |
|
|
2015
Q3 | $26K | Sell |
638
-730
| -53% | -$29.7K | ﹤0.01% | 3228 |
|
|
2015
Q2 | $64K | Sell |
1,368
-138
| -9% | -$6.46K | ﹤0.01% | 2885 |
|
|
2015
Q1 | $65K | Sell |
1,506
-3,473
| -70% | -$150K | ﹤0.01% | 2907 |
|
|
2014
Q4 | $222K | Sell |
4,979
-541
| -10% | -$24.1K | ﹤0.01% | 2009 |
|
|
2014
Q3 | $254K | Buy |
5,520
+16
| +0.3% | +$736 | ﹤0.01% | 1849 |
|
|
2014
Q2 | $273K | Sell |
5,504
-20
| -0.4% | -$992 | ﹤0.01% | 1752 |
|
|
2014
Q1 | $289K | Sell |
5,524
-1,050
| -16% | -$54.9K | ﹤0.01% | 1694 |
|
|
2013
Q4 | $308K | Buy |
6,574
+5,030
| +326% | +$236K | ﹤0.01% | 1644 |
|
|
2013
Q3 | $59K | Sell |
1,544
-33
| -2% | -$1.26K | ﹤0.01% | 2415 |
|
|
2013
Q2 | $60K | Buy |
+1,577
| New | +$60K | ﹤0.01% | 2312 |
|