Qube Research & Technologies (QRT)’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 | $16M | Buy |
42,763
+35,485
| +488% | +$13.3M | 0.02% | 725 |
|
|
2025
Q1 | $2.38M | Sell |
7,278
-41,714
| -85% | -$13.6M | ﹤0.01% | 1486 |
|
|
2024
Q4 | $16M | Sell |
48,992
-199,671
| -80% | -$65.2M | 0.02% | 615 |
|
|
2024
Q3 | $57.8M | Buy |
248,663
+153,289
| +161% | +$35.7M | 0.09% | 232 |
|
|
2024
Q2 | $26.6M | Sell |
95,374
-161,157
| -63% | -$45M | 0.04% | 407 |
|
|
2024
Q1 | $67.8M | Buy |
256,531
+70,655
| +38% | +$18.7M | 0.11% | 205 |
|
|
2023
Q4 | $42.3M | Buy |
185,876
+114,392
| +160% | +$26M | 0.08% | 270 |
|
|
2023
Q3 | $17M | Sell |
71,484
-63,480
| -47% | -$15.1M | 0.04% | 393 |
|
|
2023
Q2 | $29.3M | Sell |
134,964
-121,504
| -47% | -$26.4M | 0.11% | 235 |
|
|
2023
Q1 | $51.9M | Sell |
256,468
-7,792
| -3% | -$1.58M | 0.22% | 79 |
|
|
2022
Q4 | $57.1M | Buy |
264,260
+137,187
| +108% | +$29.7M | 0.31% | 54 |
|
|
2022
Q3 | $27.8M | Buy |
+127,073
| New | +$27.8M | 0.17% | 148 |
|
|
2022
Q2 | – | Sell |
-31,486
| Closed | -$5.75M | – | 2854 |
|
|
2022
Q1 | $5.75M | Sell |
31,486
-38,674
| -55% | -$7.07M | 0.05% | 465 |
|
|
2021
Q4 | $11.2M | Buy |
+70,160
| New | +$11.2M | 0.09% | 310 |
|
|
2021
Q3 | – | Sell |
-46,043
| Closed | -$6.22M | – | 2535 |
|
|
2021
Q2 | $6.22M | Buy |
+46,043
| New | +$6.22M | 0.07% | 330 |
|
|
2020
Q4 | – | Sell |
-56,224
| Closed | -$4.31M | – | 2031 |
|
|
2020
Q3 | $4.31M | Buy |
56,224
+23,918
| +74% | +$1.83M | 0.06% | 409 |
|
|
2020
Q2 | $2.53M | Buy |
32,306
+26,549
| +461% | +$2.08M | 0.04% | 593 |
|
|
2020
Q1 | $313K | Sell |
5,757
-8,747
| -60% | -$476K | 0.01% | 714 |
|
|
2019
Q4 | $1.34M | Buy |
+14,504
| New | +$1.34M | 0.04% | 494 |
|