Quantinno Capital Management’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 | $14M | Buy |
46,516
+11,570
| +33% | +$3.88M | 0.02% | 741 |
|
|
2025
Q4 | $12.5M | Buy |
34,946
+4,516
| +15% | +$1.6M | 0.03% | 701 |
|
|
2025
Q3 | $10.1M | Buy |
30,430
+1,099
| +4% | +$398K | 0.03% | 663 |
|
|
2025
Q2 | $11M | Buy |
29,331
+7,936
| +37% | +$2.78M | 0.05% | 477 |
|
|
2025
Q1 | $7M | Buy |
21,395
+6,256
| +41% | +$2.18M | 0.05% | 509 |
|
|
2024
Q4 | $4.94M | Buy |
15,139
+745
| +5% | +$220K | 0.05% | 479 |
|
|
2024
Q3 | $3.35M | Buy |
14,394
+550
| +4% | +$124K | 0.04% | 541 |
|
|
2024
Q2 | $3.87M | Buy |
13,844
+2,179
| +19% | +$591K | 0.07% | 331 |
|
|
2024
Q1 | $3.08M | Buy |
11,665
+1,188
| +11% | +$300K | 0.07% | 347 |
|
|
2023
Q4 | $2.38M | Sell |
10,477
-316
| -3% | -$71K | 0.08% | 307 |
|
|
2023
Q3 | $2.56M | Buy |
10,793
+721
| +7% | +$167K | 0.12% | 208 |
|
|
2023
Q2 | $2.19M | Buy |
10,072
+3,999
| +66% | +$801K | 0.13% | 201 |
|
|
2023
Q1 | $1.23M | Buy |
6,073
+2,402
| +65% | +$549K | 0.08% | 317 |
|
|
2022
Q4 | $794K | Sell |
3,671
-429
| -10% | -$100K | 0.06% | 408 |
|
|
2022
Q3 | $896K | Buy |
4,100
+469
| +13% | +$99.7K | 0.12% | 228 |
|
|
2022
Q2 | $670K | Buy |
3,631
+886
| +32% | +$168K | 0.1% | 269 |
|
|
2022
Q1 | $501K | Buy |
2,745
+365
| +15% | +$63.6K | 0.08% | 309 |
|
|
2021
Q4 | $381K | Sell |
2,380
-342
| -13% | -$56.4K | 0.07% | 339 |
|
|
2021
Q3 | $427K | Hold |
2,722
| – | – | 0.48% | 78 |
|
|
2021
Q2 | $367K | Hold |
2,722
| – | – | 0.42% | 106 |
|
|
2021
Q1 | $387K | Hold |
2,722
| – | – | 0.42% | 104 |
|
|
2020
Q4 | $284K | Hold |
2,722
| – | – | 0.22% | 247 |
|
|
2020
Q3 | $209K | Hold |
2,722
| – | – | 0.14% | 345 |
|
|
2020
Q2 | $213K | Buy |
+2,722
| New | +$182K | 0.21% | 271 |
|
|
2020
Q1 | – | Sell |
-6,697
| Closed | -$618K | – | 466 |
|
|
2019
Q4 | $618K | Hold |
6,697
| – | – | 0.39% | 54 |
|
|
2019
Q3 | $548K | Sell |
6,697
-2,429
| -27% | -$194K | 0.37% | 63 |
|
|
2019
Q2 | $744K | Sell |
9,126
-3,213
| -26% | -$254K | 0.44% | 19 |
|
|
2019
Q1 | $859K | Buy |
12,339
+4,997
| +68% | +$360K | 0.55% | 10 |
|
|
2018
Q4 | $448K | Buy |
+7,342
| New | +$448K | 0.36% | 78 |
|
Other funds holding LPLA
VPM
VCM
SC
