Quantbot Technologies’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
+3,241
| New | +$1.22M | 0.03% | 704 |
|
|
2024
Q2 | – | Sell |
-751
| Closed | -$198K | – | 1709 |
|
|
2024
Q1 | $198K | Buy |
+751
| New | +$198K | 0.01% | 1005 |
|
|
2021
Q3 | – | Sell |
-5,248
| Closed | -$708K | – | 1725 |
|
|
2021
Q2 | $708K | Buy |
+5,248
| New | +$708K | 0.06% | 449 |
|
|
2020
Q1 | – | Sell |
-2,650
| Closed | -$244K | – | 1165 |
|
|
2019
Q4 | $244K | Buy |
+2,650
| New | +$244K | 0.02% | 608 |
|
|
2019
Q3 | – | Sell |
-7,513
| Closed | -$612K | – | 1426 |
|
|
2019
Q2 | $612K | Sell |
7,513
-16,252
| -68% | -$1.32M | 0.06% | 348 |
|
|
2019
Q1 | $1.66M | Buy |
+23,765
| New | +$1.66M | 0.16% | 177 |
|
|
2018
Q4 | – | Sell |
-13,416
| Closed | -$865K | – | 1232 |
|
|
2018
Q3 | $865K | Buy |
13,416
+7,005
| +109% | +$452K | 0.06% | 412 |
|
|
2018
Q2 | $420K | Buy |
6,411
+2,621
| +69% | +$172K | 0.03% | 622 |
|
|
2018
Q1 | $231K | Buy |
+3,790
| New | +$231K | 0.02% | 655 |
|
|
2017
Q4 | – | Sell |
-25,870
| Closed | -$1.33M | – | 1365 |
|
|
2017
Q3 | $1.33M | Buy |
+25,870
| New | +$1.33M | 0.13% | 219 |
|
|
2017
Q1 | – | Sell |
-7,886
| Closed | -$277K | – | 1298 |
|
|
2016
Q4 | $277K | Buy |
+7,886
| New | +$277K | 0.03% | 480 |
|
|
2014
Q4 | – | Sell |
-2,336
| Closed | -$107K | – | 1277 |
|
|
2014
Q3 | $107K | Sell |
2,336
-4,958
| -68% | -$227K | 0.01% | 858 |
|
|
2014
Q2 | $362K | Sell |
7,294
-261
| -3% | -$13K | 0.06% | 413 |
|
|
2014
Q1 | $396K | Buy |
+7,555
| New | +$396K | 0.09% | 303 |
|