Private Advisor Group’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 | $8.48M | Sell |
28,192
-905
| -3% | -$304K | 0.04% | 450 |
|
|
2025
Q4 | $10.4M | Sell |
29,097
-1,034
| -3% | -$366K | 0.05% | 384 |
|
|
2025
Q3 | $10M | Buy |
30,131
+1,050
| +4% | +$381K | 0.05% | 383 |
|
|
2025
Q2 | $10.9M | Buy |
29,081
+2,375
| +9% | +$832K | 0.06% | 331 |
|
|
2025
Q1 | $8.74M | Buy |
26,706
+341
| +1% | +$119K | 0.05% | 377 |
|
|
2024
Q4 | $8.61M | Sell |
26,365
-733
| -3% | -$217K | 0.05% | 364 |
|
|
2024
Q3 | $6.3M | Buy |
27,098
+276
| +1% | +$62.2K | 0.04% | 440 |
|
|
2024
Q2 | $7.49M | Buy |
26,822
+1,739
| +7% | +$472K | 0.05% | 351 |
|
|
2024
Q1 | $6.63M | Sell |
25,083
-932
| -4% | -$235K | 0.05% | 372 |
|
|
2023
Q4 | $5.92M | Buy |
26,015
+101
| +0.4% | +$22.7K | 0.05% | 373 |
|
|
2023
Q3 | $6.16M | Buy |
25,914
+2,769
| +12% | +$643K | 0.06% | 330 |
|
|
2023
Q2 | $5.03M | Buy |
23,145
+13
| +0.1% | +$2.6K | 0.04% | 398 |
|
|
2023
Q1 | $4.68M | Buy |
23,132
+877
| +4% | +$200K | 0.04% | 398 |
|
|
2022
Q4 | $4.81K | Sell |
22,255
-347
| -2% | -$81.1K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $4.94M | Sell |
22,602
-3,504
| -13% | -$745K | 0.06% | 336 |
|
|
2022
Q2 | $4.82M | Buy |
26,106
+2,390
| +10% | +$454K | 0.04% | 423 |
|
|
2022
Q1 | $4.33M | Buy |
23,716
+2,985
| +14% | +$520K | 0.03% | 504 |
|
|
2021
Q4 | $3.32M | Sell |
20,731
-88
| -0.4% | -$14.5K | 0.02% | 613 |
|
|
2021
Q3 | $3.26M | Buy |
20,819
+274
| +1% | +$39.4K | 0.02% | 686 |
|
|
2021
Q2 | $2.77M | Sell |
20,545
-339
| -2% | -$49.3K | 0.02% | 634 |
|
|
2021
Q1 | $2.97M | Sell |
20,884
-210
| -1% | -$26.8K | 0.03% | 558 |
|
|
2020
Q4 | $2.2M | Sell |
21,094
-2,358
| -10% | -$212K | 0.02% | 630 |
|
|
2020
Q3 | $1.8M | Sell |
23,452
-97
| -0.4% | -$7.7K | 0.02% | 590 |
|
|
2020
Q2 | $1.85M | Sell |
23,549
-770
| -3% | -$51.5K | 0.03% | 559 |
|
|
2020
Q1 | $1.32M | Buy |
24,319
+2,964
| +14% | +$239K | 0.02% | 566 |
|
|
2019
Q4 | $1.97M | Sell |
21,355
-446
| -2% | -$38.3K | 0.03% | 536 |
|
|
2019
Q3 | $1.79M | Sell |
21,801
-4
| -0% | -$320 | 0.03% | 577 |
|
|
2019
Q2 | $1.78M | Buy |
21,805
+1,219
| +6% | +$96.5K | 0.03% | 517 |
|
|
2019
Q1 | $1.43M | Sell |
20,586
-8
| -0% | -$577 | 0.03% | 533 |
|
|
2018
Q4 | $1.26M | Sell |
20,594
-1,506
| -7% | -$91.8K | 0.03% | 513 |
|
|
2018
Q3 | $1.43M | Buy |
22,100
+7,550
| +52% | +$501K | 0.03% | 534 |
|
|
2018
Q2 | $960K | Buy |
14,550
+7,842
| +117% | +$515K | 0.02% | 496 |
|
|
2018
Q1 | $410K | Sell |
6,708
-10,627
| -61% | -$659K | 0.02% | 749 |
|
|
2017
Q4 | $1.05M | Buy |
17,335
+4,937
| +40% | +$260K | 0.04% | 404 |
|
|
2017
Q3 | $659K | Sell |
12,398
-245
| -2% | -$11.3K | 0.02% | 761 |
|
|
2017
Q2 | $539K | Sell |
12,643
-2,824
| -18% | -$115K | 0.01% | 800 |
|
|
2017
Q1 | $600K | Buy |
15,467
+1,387
| +10% | +$54.5K | 0.02% | 732 |
|
|
2016
Q4 | $544K | Sell |
14,080
-510
| -3% | -$17.8K | 0.02% | 704 |
|
|
2016
Q3 | $437K | Sell |
14,590
-312
| -2% | -$8.44K | 0.02% | 703 |
|
|
2016
Q2 | $320K | Buy |
14,902
+2,255
| +18% | +$56.6K | 0.01% | 798 |
|
|
2016
Q1 | $314K | Buy |
12,647
+5,755
| +84% | +$155K | 0.02% | 749 |
|
|
2015
Q4 | $294K | Buy |
6,892
+28
| +0.4% | +$1.19K | 0.01% | 788 |
|
|
2015
Q3 | $273K | Buy |
+6,864
| New | +$295K | 0.02% | 766 |
|
Other funds holding LPLA
VPM
VCM
SC
