Quantitative Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $2.52M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $270K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $360K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $425K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $226K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.35M | Buy |
|