Point72 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.2M | Buy |
50,643
+31,865
| +170% | +$10.7M | 0.03% | 968 |
|
|
2025
Q4 | $6.71M | Buy |
+18,778
| New | +$6.64M | 0.01% | 1611 |
|
|
2025
Q1 | – | Sell |
-147,089
| Closed | -$48M | – | 2446 |
|
|
2024
Q4 | $48M | Sell |
147,089
-203,293
| -58% | -$60.1M | 0.13% | 226 |
|
|
2024
Q3 | $81.5M | Buy |
350,382
+207,153
| +145% | +$46.7M | 0.28% | 114 |
|
|
2024
Q2 | $40M | Buy |
+143,229
| New | +$38.9M | 0.13% | 258 |
|
|
2024
Q1 | – | Sell |
-2,500
| Closed | -$569K | – | 2520 |
|
|
2023
Q4 | $569K | Sell |
2,500
-11,300
| -82% | -$2.54M | ﹤0.01% | 1549 |
|
|
2023
Q3 | $3.28M | Sell |
13,800
-44,100
| -76% | -$10.2M | 0.01% | 1013 |
|
|
2023
Q2 | $12.6M | Buy |
57,900
+3,300
| +6% | +$661K | 0.04% | 519 |
|
|
2023
Q1 | $11.1M | Buy |
54,600
+15,800
| +41% | +$3.61M | 0.04% | 518 |
|
|
2022
Q4 | $8.39M | Buy |
+38,800
| New | +$9.07M | 0.03% | 604 |
|
|
2022
Q3 | – | Sell |
-10,800
| Closed | -$1.99M | – | 1662 |
|
|
2022
Q2 | $1.99M | Sell |
10,800
-56,300
| -84% | -$10.7M | 0.01% | 936 |
|
|
2022
Q1 | $12.3M | Sell |
67,100
-144,200
| -68% | -$25.1M | 0.05% | 457 |
|
|
2021
Q4 | $33.8M | Sell |
211,300
-306,979
| -59% | -$50.7M | 0.15% | 205 |
|
|
2021
Q3 | $81.2M | Buy |
518,279
+328,879
| +174% | +$47.2M | 0.39% | 49 |
|
|
2021
Q2 | $25.6M | Buy |
189,400
+172,100
| +995% | +$25M | 0.13% | 232 |
|
|
2021
Q1 | $2.46M | Buy |
17,300
+16,100
| +1,342% | +$2.05M | 0.01% | 706 |
|
|
2020
Q4 | $125K | Buy |
+1,200
| New | +$108K | ﹤0.01% | 872 |
|
|
2020
Q3 | – | Sell |
-110,013
| Closed | -$8.63M | – | 1030 |
|
|
2020
Q2 | $8.63M | Sell |
110,013
-1,188,856
| -92% | -$79.4M | 0.06% | 371 |
|
|
2020
Q1 | $70.7M | Buy |
+1,298,869
| New | +$105M | 0.6% | 30 |
|
|
2019
Q4 | – | Sell |
-142,783
| Closed | -$11.7M | – | 1127 |
|
|
2019
Q3 | $11.7M | Buy |
+142,783
| New | +$11.4M | 0.08% | 326 |
|
|
2019
Q1 | – | Sell |
-436,198
| Closed | -$26.6M | – | 1155 |
|
|
2018
Q4 | $26.6M | Sell |
436,198
-340,729
| -44% | -$20.8M | 0.15% | 202 |
|
|
2018
Q3 | $50.1M | Sell |
776,927
-286,482
| -27% | -$19M | 0.27% | 131 |
|
|
2018
Q2 | $69.7M | Buy |
1,063,409
+75,692
| +8% | +$4.97M | 0.36% | 97 |
|
|
2018
Q1 | $60.3M | Buy |
987,717
+152,572
| +18% | +$9.46M | 0.31% | 107 |
|
|
2017
Q4 | $47.7M | Buy |
835,145
+379,345
| +83% | +$20M | 0.26% | 138 |
|
|
2017
Q3 | $23.5M | Sell |
455,800
-735,271
| -62% | -$33.8M | 0.14% | 230 |
|
|
2017
Q2 | $50.6M | Buy |
1,191,071
+16,967
| +1% | +$689K | 0.35% | 92 |
|
|
2017
Q1 | $46.8M | Buy |
+1,174,104
| New | +$46.1M | 0.29% | 103 |
|
Other funds holding LPLA
VPM
VCM
SC
