Principal Financial Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599M | Buy |
1,596,944
+558,261
| +54% | +$209M | 0.32% | 63 |
|
|
2025
Q1 | $340M | Buy |
1,038,683
+971,814
| +1,453% | +$318M | 0.19% | 117 |
|
|
2024
Q4 | $21.8M | Buy |
66,869
+41,451
| +163% | +$13.5M | 0.01% | 806 |
|
|
2024
Q3 | $5.91M | Buy |
25,418
+3,444
| +16% | +$801K | ﹤0.01% | 1505 |
|
|
2024
Q2 | $6.14M | Buy |
21,974
+7,112
| +48% | +$1.99M | ﹤0.01% | 1487 |
|
|
2024
Q1 | $3.93M | Sell |
14,862
-258
| -2% | -$68.2K | ﹤0.01% | 1642 |
|
|
2023
Q4 | $3.44M | Sell |
15,120
-1,004
| -6% | -$229K | ﹤0.01% | 1668 |
|
|
2023
Q3 | $3.83M | Buy |
16,124
+326
| +2% | +$77.5K | ﹤0.01% | 1617 |
|
|
2023
Q2 | $3.43M | Buy |
15,798
+5,513
| +54% | +$1.2M | ﹤0.01% | 1647 |
|
|
2023
Q1 | $2.08M | Buy |
10,285
+21
| +0.2% | +$4.25K | ﹤0.01% | 1754 |
|
|
2022
Q4 | $2.22M | Sell |
10,264
-19,386
| -65% | -$4.19M | ﹤0.01% | 1741 |
|
|
2022
Q3 | $6.48M | Sell |
29,650
-3,651
| -11% | -$798K | 0.01% | 1400 |
|
|
2022
Q2 | $6.14M | Buy |
33,301
+16,496
| +98% | +$3.04M | ﹤0.01% | 1482 |
|
|
2022
Q1 | $3.07M | Sell |
16,805
-2,482
| -13% | -$453K | ﹤0.01% | 1798 |
|
|
2021
Q4 | $3.09M | Sell |
19,287
-7,170
| -27% | -$1.15M | ﹤0.01% | 1792 |
|
|
2021
Q3 | $4.15M | Sell |
26,457
-3,543
| -12% | -$555K | ﹤0.01% | 1737 |
|
|
2021
Q2 | $4.05M | Sell |
30,000
-117,544
| -80% | -$15.9M | ﹤0.01% | 1767 |
|
|
2021
Q1 | $21M | Buy |
147,544
+22,925
| +18% | +$3.26M | 0.01% | 881 |
|
|
2020
Q4 | $13M | Buy |
124,619
+15,611
| +14% | +$1.63M | 0.01% | 1070 |
|
|
2020
Q3 | $8.36M | Sell |
109,008
-63,135
| -37% | -$4.84M | 0.01% | 1176 |
|
|
2020
Q2 | $13.5M | Buy |
172,143
+321
| +0.2% | +$25.2K | 0.01% | 872 |
|
|
2020
Q1 | $9.35M | Sell |
171,822
-14,294
| -8% | -$778K | 0.01% | 944 |
|
|
2019
Q4 | $17.2M | Sell |
186,116
-68,310
| -27% | -$6.3M | 0.01% | 919 |
|
|
2019
Q3 | $20.8M | Sell |
254,426
-28,485
| -10% | -$2.33M | 0.02% | 730 |
|
|
2019
Q2 | $23.1M | Sell |
282,911
-124,194
| -31% | -$10.1M | 0.02% | 675 |
|
|
2019
Q1 | $28.4M | Buy |
407,105
+202,515
| +99% | +$14.1M | 0.03% | 576 |
|
|
2018
Q4 | $12.5M | Buy |
204,590
+191,292
| +1,439% | +$11.7M | 0.01% | 1029 |
|
|
2018
Q3 | $858K | Buy |
13,298
+148
| +1% | +$9.55K | ﹤0.01% | 1870 |
|
|
2018
Q2 | $862K | Buy |
13,150
+492
| +4% | +$32.3K | ﹤0.01% | 1870 |
|
|
2018
Q1 | $773K | Sell |
12,658
-27
| -0.2% | -$1.65K | ﹤0.01% | 1870 |
|
|
2017
Q4 | $725K | Sell |
12,685
-676
| -5% | -$38.6K | ﹤0.01% | 1899 |
|
|
2017
Q3 | $689K | Sell |
13,361
-662,743
| -98% | -$34.2M | ﹤0.01% | 1886 |
|
|
2017
Q2 | $28.7M | Sell |
676,104
-309,672
| -31% | -$13.1M | 0.03% | 581 |
|
|
2017
Q1 | $39.3M | Buy |
985,776
+806,159
| +449% | +$32.1M | 0.05% | 410 |
|
|
2016
Q4 | $6.32M | Buy |
+179,617
| New | +$6.32M | 0.01% | 1434 |
|
|
2016
Q3 | – | Sell |
-17,085
| Closed | -$385K | – | 2186 |
|
|
2016
Q2 | $385K | Buy |
17,085
+897
| +6% | +$20.2K | ﹤0.01% | 1887 |
|
|
2016
Q1 | $401K | Sell |
16,188
-2,619,081
| -99% | -$64.9M | ﹤0.01% | 1878 |
|
|
2015
Q4 | $112M | Sell |
2,635,269
-34,928
| -1% | -$1.49M | 0.17% | 157 |
|
|
2015
Q3 | $106M | Buy |
2,670,197
+378,676
| +17% | +$15.1M | 0.17% | 161 |
|
|
2015
Q2 | $107M | Buy |
2,291,521
+1,337,332
| +140% | +$62.2M | 0.16% | 173 |
|
|
2015
Q1 | $41.9M | Buy |
+954,189
| New | +$41.9M | 0.06% | 308 |
|
|
2014
Q4 | – | Sell |
-1,243,334
| Closed | -$57.3M | – | 2195 |
|
|
2014
Q3 | $57.3M | Sell |
1,243,334
-33,273
| -3% | -$1.53M | 0.1% | 250 |
|
|
2014
Q2 | $63.5M | Sell |
1,276,607
-483,124
| -27% | -$24M | 0.11% | 237 |
|
|
2014
Q1 | $92.5M | Sell |
1,759,731
-446,257
| -20% | -$23.4M | 0.16% | 172 |
|
|
2013
Q4 | $104M | Sell |
2,205,988
-24,578
| -1% | -$1.16M | 0.19% | 137 |
|
|
2013
Q3 | $85.5M | Buy |
2,230,566
+41,954
| +2% | +$1.61M | 0.18% | 155 |
|
|
2013
Q2 | $82.6M | Buy |
+2,188,612
| New | +$82.6M | 0.18% | 147 |
|