Prudential Financial’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 | $1.72M | Buy |
4,576
+1,722
| +60% | +$646K | ﹤0.01% | 1454 |
|
|
2025
Q1 | $934K | Buy |
2,854
+1,190
| +72% | +$389K | ﹤0.01% | 1602 |
|
|
2024
Q4 | $543K | Sell |
1,664
-6,209
| -79% | -$2.03M | ﹤0.01% | 1798 |
|
|
2024
Q3 | $1.83M | Sell |
7,873
-89
| -1% | -$20.7K | ﹤0.01% | 1544 |
|
|
2024
Q2 | $2.22M | Buy |
7,962
+624
| +9% | +$174K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $1.94M | Sell |
7,338
-3,111
| -30% | -$822K | ﹤0.01% | 1466 |
|
|
2023
Q4 | $2.38M | Sell |
10,449
-145,192
| -93% | -$33M | ﹤0.01% | 1326 |
|
|
2023
Q3 | $37M | Buy |
155,641
+5,388
| +4% | +$1.28M | 0.06% | 282 |
|
|
2023
Q2 | $32.7M | Buy |
150,253
+81,385
| +118% | +$17.7M | 0.05% | 334 |
|
|
2023
Q1 | $13.9M | Buy |
68,868
+32,398
| +89% | +$6.56M | 0.02% | 546 |
|
|
2022
Q4 | $7.88M | Buy |
36,470
+25,713
| +239% | +$5.56M | 0.01% | 708 |
|
|
2022
Q3 | $2.33M | Buy |
10,757
+1,337
| +14% | +$289K | ﹤0.01% | 1245 |
|
|
2022
Q2 | $1.76M | Buy |
9,420
+2,844
| +43% | +$530K | ﹤0.01% | 1468 |
|
|
2022
Q1 | $1.2M | Buy |
6,576
+126
| +2% | +$23K | ﹤0.01% | 1791 |
|
|
2021
Q4 | $1.09M | Buy |
6,450
+203
| +3% | +$34.3K | ﹤0.01% | 1837 |
|
|
2021
Q3 | $922K | Sell |
6,247
-1,227
| -16% | -$181K | ﹤0.01% | 1845 |
|
|
2021
Q2 | $1.01M | Buy |
7,474
+195
| +3% | +$26.3K | ﹤0.01% | 1830 |
|
|
2021
Q1 | $1.04M | Sell |
7,279
-14,082
| -66% | -$2M | ﹤0.01% | 1804 |
|
|
2020
Q4 | $2.23M | Sell |
21,361
-6,163
| -22% | -$642K | ﹤0.01% | 1375 |
|
|
2020
Q3 | $2.11M | Sell |
27,524
-430,562
| -94% | -$33M | ﹤0.01% | 1305 |
|
|
2020
Q2 | $35.9M | Buy |
458,086
+339,102
| +285% | +$26.6M | 0.07% | 253 |
|
|
2020
Q1 | $6.48M | Sell |
118,984
-4,416
| -4% | -$240K | 0.01% | 814 |
|
|
2019
Q4 | $11.4M | Sell |
123,400
-630,094
| -84% | -$58.1M | 0.02% | 809 |
|
|
2019
Q3 | $61.7M | Buy |
753,494
+144,906
| +24% | +$11.9M | 0.1% | 209 |
|
|
2019
Q2 | $49.6M | Buy |
608,588
+87,038
| +17% | +$7.1M | 0.08% | 266 |
|
|
2019
Q1 | $36.3M | Buy |
521,550
+249,864
| +92% | +$17.4M | 0.06% | 350 |
|
|
2018
Q4 | $16.6M | Buy |
271,686
+254,252
| +1,458% | +$15.5M | 0.03% | 603 |
|
|
2018
Q3 | $1.13M | Buy |
17,434
+12,190
| +232% | +$787K | ﹤0.01% | 1835 |
|
|
2018
Q2 | $344K | Sell |
5,244
-52,320
| -91% | -$3.43M | ﹤0.01% | 2153 |
|
|
2018
Q1 | $3.52M | Buy |
57,564
+41,420
| +257% | +$2.53M | 0.01% | 1308 |
|
|
2017
Q4 | $922K | Sell |
16,144
-424,390
| -96% | -$24.2M | ﹤0.01% | 1861 |
|
|
2017
Q3 | $22.7M | Sell |
440,534
-870
| -0.2% | -$44.9K | 0.03% | 577 |
|
|
2017
Q2 | $18.7M | Buy |
441,404
+57,830
| +15% | +$2.46M | 0.03% | 633 |
|
|
2017
Q1 | $15.3M | Buy |
+383,574
| New | +$15.3M | 0.02% | 706 |
|
|
2015
Q1 | – | Sell |
-4,744
| Closed | -$211K | – | 2241 |
|
|
2014
Q4 | $211K | Sell |
4,744
-700
| -13% | -$31.1K | ﹤0.01% | 2104 |
|
|
2014
Q3 | $251K | Sell |
5,444
-7,400
| -58% | -$341K | ﹤0.01% | 2075 |
|
|
2014
Q2 | $639K | Buy |
12,844
+2,500
| +24% | +$124K | ﹤0.01% | 1949 |
|
|
2014
Q1 | $543K | Sell |
10,344
-36,300
| -78% | -$1.91M | ﹤0.01% | 1931 |
|
|
2013
Q4 | $2.19M | Sell |
46,644
-52,800
| -53% | -$2.48M | ﹤0.01% | 1406 |
|
|
2013
Q3 | $3.66M | Buy |
99,444
+15,000
| +18% | +$552K | 0.01% | 1086 |
|
|
2013
Q2 | $3.19M | Buy |
+84,444
| New | +$3.19M | 0.01% | 1123 |
|