Pzena Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-900
| Closed | -$294K | – | 156 |
|
|
2024
Q4 | $294K | Sell |
900
-287
| -24% | -$93.7K | ﹤0.01% | 143 |
|
|
2024
Q3 | $276K | Sell |
1,187
-354
| -23% | -$82.4K | ﹤0.01% | 151 |
|
|
2024
Q2 | $430K | Buy |
1,541
+522
| +51% | +$146K | ﹤0.01% | 148 |
|
|
2024
Q1 | $269K | Sell |
1,019
-168
| -14% | -$44.4K | ﹤0.01% | 153 |
|
|
2023
Q4 | $270K | Sell |
1,187
-90
| -7% | -$20.5K | ﹤0.01% | 159 |
|
|
2023
Q3 | $303K | Sell |
1,277
-218
| -15% | -$51.8K | ﹤0.01% | 152 |
|
|
2023
Q2 | $325K | Sell |
1,495
-442
| -23% | -$96.1K | ﹤0.01% | 151 |
|
|
2023
Q1 | $392K | Sell |
1,937
-1,497
| -44% | -$303K | ﹤0.01% | 149 |
|
|
2022
Q4 | $742K | Buy |
3,434
+1,362
| +66% | +$294K | ﹤0.01% | 150 |
|
|
2022
Q3 | $453K | Hold |
2,072
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $382K | Buy |
2,072
+607
| +41% | +$112K | ﹤0.01% | 152 |
|
|
2022
Q1 | $268K | Hold |
1,465
| – | – | ﹤0.01% | 170 |
|
|
2021
Q4 | $235K | Buy |
+1,465
| New | +$235K | ﹤0.01% | 169 |
|