Prudential plc’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 | $2.74M | Buy |
7,301
+280
| +4% | +$105K | 0.02% | 363 |
|
2025
Q1 | $2.3M | Buy |
7,021
+1,264
| +22% | +$414K | 0.01% | 365 |
|
2024
Q4 | $1.88M | Buy |
5,757
+3,010
| +110% | +$983K | 0.01% | 407 |
|
2024
Q3 | $639K | Sell |
2,747
-110
| -4% | -$25.6K | ﹤0.01% | 599 |
|
2024
Q2 | $798K | Sell |
2,857
-330
| -10% | -$92.2K | 0.01% | 520 |
|
2024
Q1 | $842K | Sell |
3,187
-3,641
| -53% | -$962K | 0.01% | 529 |
|
2023
Q4 | $1.55M | Sell |
6,828
-2,002
| -23% | -$456K | 0.02% | 469 |
|
2023
Q3 | $2.1M | Sell |
8,830
-12,488
| -59% | -$2.97M | 0.02% | 365 |
|
2023
Q2 | $4.64M | Sell |
21,318
-953
| -4% | -$207K | 0.05% | 229 |
|
2023
Q1 | $4.51M | Sell |
22,271
-3,478
| -14% | -$704K | 0.05% | 223 |
|
2022
Q4 | $5.57M | Buy |
25,749
+23,540
| +1,066% | +$5.09M | 0.07% | 191 |
|
2022
Q3 | $483K | Buy |
2,209
+262
| +13% | +$57.3K | 0.01% | 597 |
|
2022
Q2 | $359K | Buy |
+1,947
| New | +$359K | 0.01% | 643 |
|