Raymond James & Associates’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $77.6M | Sell |
333,568
-60,523
| -15% | -$14.1M | 0.05% | 331 |
|
|
2024
Q2 | $110M | Buy |
394,091
+20,123
| +5% | +$5.62M | 0.07% | 235 |
|
|
2024
Q1 | $98.8M | Buy |
373,968
+8,177
| +2% | +$2.16M | 0.07% | 260 |
|
|
2023
Q4 | $83.3M | Sell |
365,791
-6,740
| -2% | -$1.53M | 0.06% | 268 |
|
|
2023
Q3 | $88.5M | Buy |
372,531
+1,976
| +0.5% | +$470K | 0.07% | 238 |
|
|
2023
Q2 | $80.6M | Buy |
370,555
+34,735
| +10% | +$7.55M | 0.07% | 253 |
|
|
2023
Q1 | $68M | Sell |
335,820
-30,012
| -8% | -$6.07M | 0.06% | 284 |
|
|
2022
Q4 | $79.1M | Sell |
365,832
-39,858
| -10% | -$8.62M | 0.07% | 250 |
|
|
2022
Q3 | $88.6M | Buy |
405,690
+152,438
| +60% | +$33.3M | 0.09% | 210 |
|
|
2022
Q2 | $46.7M | Sell |
253,252
-7,098
| -3% | -$1.31M | 0.05% | 340 |
|
|
2022
Q1 | $47.6M | Sell |
260,350
-174,148
| -40% | -$31.8M | 0.04% | 375 |
|
|
2021
Q4 | $69.6M | Buy |
434,498
+5,151
| +1% | +$825K | 0.06% | 284 |
|
|
2021
Q3 | $67.3M | Sell |
429,347
-22,340
| -5% | -$3.5M | 0.06% | 272 |
|
|
2021
Q2 | $61M | Sell |
451,687
-6,337
| -1% | -$855K | 0.06% | 295 |
|
|
2021
Q1 | $65.1M | Buy |
458,024
+148,828
| +48% | +$21.2M | 0.07% | 249 |
|
|
2020
Q4 | $32.2M | Sell |
309,196
-14,163
| -4% | -$1.48M | 0.04% | 424 |
|
|
2020
Q3 | $24.8M | Sell |
323,359
-11,970
| -4% | -$918K | 0.03% | 468 |
|
|
2020
Q2 | $26.3M | Buy |
335,329
+1,753
| +0.5% | +$137K | 0.04% | 426 |
|
|
2020
Q1 | $18.2M | Buy |
333,576
+45,829
| +16% | +$2.49M | 0.03% | 487 |
|
|
2019
Q4 | $26.5M | Sell |
287,747
-11,114
| -4% | -$1.03M | 0.03% | 469 |
|
|
2019
Q3 | $24.5M | Sell |
298,861
-13,506
| -4% | -$1.11M | 0.03% | 474 |
|
|
2019
Q2 | $25.5M | Sell |
312,367
-9,899
| -3% | -$807K | 0.04% | 457 |
|
|
2019
Q1 | $22.4M | Sell |
322,266
-7,578
| -2% | -$528K | 0.03% | 479 |
|
|
2018
Q4 | $20.1M | Sell |
329,844
-16,803
| -5% | -$1.03M | 0.04% | 469 |
|
|
2018
Q3 | $22.4M | Sell |
346,647
-2,291
| -0.7% | -$148K | 0.03% | 488 |
|
|
2018
Q2 | $22.9M | Sell |
348,938
-42,790
| -11% | -$2.8M | 0.04% | 452 |
|
|
2018
Q1 | $23.9M | Sell |
391,728
-134,646
| -26% | -$8.22M | 0.04% | 409 |
|
|
2017
Q4 | $30.1M | Sell |
526,374
-28,769
| -5% | -$1.64M | 0.06% | 323 |
|
|
2017
Q3 | $28.6M | Sell |
555,143
-15,363
| -3% | -$792K | 0.06% | 316 |
|
|
2017
Q2 | $24.2M | Sell |
570,506
-98,517
| -15% | -$4.18M | 0.05% | 349 |
|
|
2017
Q1 | $26.6M | Buy |
669,023
+35,419
| +6% | +$1.41M | 0.06% | 298 |
|
|
2016
Q4 | $22.3M | Buy |
633,604
+55,331
| +10% | +$1.95M | 0.06% | 330 |
|
|
2016
Q3 | $17.3M | Buy |
578,273
+75,479
| +15% | +$2.26M | 0.05% | 396 |
|
|
2016
Q2 | $11.3M | Buy |
502,794
+86,757
| +21% | +$1.95M | 0.04% | 495 |
|
|
2016
Q1 | $10.3M | Buy |
416,037
+311,797
| +299% | +$7.73M | 0.03% | 514 |
|
|
2015
Q4 | $4.45M | Buy |
104,240
+47,674
| +84% | +$2.03M | 0.02% | 856 |
|
|
2015
Q3 | $2.25M | Buy |
+56,566
| New | +$2.25M | 0.01% | 1145 |
|