Raymond James Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $814K | Sell |
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|
2022
Q4 | $897K | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $908K | Sell |
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|
2022
Q1 | $950K | Sell |
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|
2021
Q4 | $854K | Sell |
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|
2021
Q3 | $910K | Sell |
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|
2021
Q2 | $971K | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $917K | Sell |
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|
2020
Q3 | $727K | Sell |
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|
2020
Q2 | $768K | Buy |
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|
2020
Q1 | $524K | Buy |
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|
2019
Q4 | $686K | Sell |
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|
2019
Q3 | $634K | Buy |
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|
2019
Q2 | $624K | Buy |
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|
2019
Q1 | $525K | Sell |
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|
2018
Q4 | $482K | Buy |
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|
2018
Q3 | $504K | Sell |
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|
2018
Q2 | $516K | Sell |
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|
2018
Q1 | $551K | Sell |
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|
2017
Q4 | $632K | Sell |
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|
2017
Q3 | $618K | Buy |
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|
2017
Q2 | $485K | Sell |
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|
2017
Q1 | $500K | Sell |
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|
2016
Q4 | $473K | Sell |
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|
2016
Q3 | $443K | Sell |
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|
2016
Q2 | $357K | Sell |
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|
2016
Q1 | $435K | Buy |
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