RhumbLine Advisers’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 | $30.4M | Buy |
101,065
+309
| +0.3% | +$104K | 0.03% | 546 |
|
|
2025
Q4 | $36M | Sell |
100,756
-2,741
| -3% | -$969K | 0.03% | 482 |
|
|
2025
Q3 | $34.4M | Sell |
103,497
-2,301
| -2% | -$834K | 0.03% | 498 |
|
|
2025
Q2 | $39.7M | Buy |
105,798
+4,564
| +5% | +$1.6M | 0.03% | 438 |
|
|
2025
Q1 | $33.1M | Sell |
101,234
-212
| -0.2% | -$73.8K | 0.03% | 470 |
|
|
2024
Q4 | $33.1M | Sell |
101,446
-4,367
| -4% | -$1.29M | 0.03% | 468 |
|
|
2024
Q3 | $24.6M | Buy |
105,813
+12
| +0% | +$2.7K | 0.02% | 597 |
|
|
2024
Q2 | $29.6M | Sell |
105,801
-2,838
| -3% | -$770K | 0.03% | 495 |
|
|
2024
Q1 | $28.7M | Sell |
108,639
-2,040
| -2% | -$515K | 0.03% | 533 |
|
|
2023
Q4 | $25.2M | Sell |
110,679
-6,303
| -5% | -$1.42M | 0.03% | 554 |
|
|
2023
Q3 | $27.8M | Sell |
116,982
-851
| -0.7% | -$198K | 0.03% | 469 |
|
|
2023
Q2 | $25.6M | Buy |
117,833
+20,751
| +21% | +$4.16M | 0.03% | 517 |
|
|
2023
Q1 | $19.6M | Buy |
97,082
+7,578
| +8% | +$1.73M | 0.02% | 614 |
|
|
2022
Q4 | $19.3M | Buy |
89,504
+5,011
| +6% | +$1.17M | 0.03% | 596 |
|
|
2022
Q3 | $18.5M | Buy |
84,493
+4,564
| +6% | +$971K | 0.03% | 563 |
|
|
2022
Q2 | $14.7M | Buy |
79,929
+7,827
| +11% | +$1.49M | 0.02% | 699 |
|
|
2022
Q1 | $13.2M | Sell |
72,102
-3,435
| -5% | -$598K | 0.02% | 819 |
|
|
2021
Q4 | $12.1M | Buy |
75,537
+2,126
| +3% | +$351K | 0.01% | 882 |
|
|
2021
Q3 | $11.5M | Sell |
73,411
-977
| -1% | -$140K | 0.02% | 874 |
|
|
2021
Q2 | $10M | Sell |
74,388
-6,716
| -8% | -$977K | 0.01% | 995 |
|
|
2021
Q1 | $11.5M | Sell |
81,104
-3,536
| -4% | -$451K | 0.02% | 900 |
|
|
2020
Q4 | $8.82M | Buy |
84,640
+3,280
| +4% | +$295K | 0.01% | 1007 |
|
|
2020
Q3 | $6.24M | Sell |
81,360
-2,632
| -3% | -$209K | 0.01% | 1026 |
|
|
2020
Q2 | $6.58M | Buy |
83,992
+4,158
| +5% | +$278K | 0.01% | 1029 |
|
|
2020
Q1 | $4.34M | Sell |
79,834
-1,758
| -2% | -$142K | 0.01% | 1111 |
|
|
2019
Q4 | $7.53M | Buy |
81,592
+844
| +1% | +$72.4K | 0.01% | 1010 |
|
|
2019
Q3 | $6.61M | Sell |
80,748
-1,136
| -1% | -$90.9K | 0.01% | 1031 |
|
|
2019
Q2 | $6.68M | Sell |
81,884
-2,242
| -3% | -$177K | 0.01% | 1028 |
|
|
2019
Q1 | $5.86M | Sell |
84,126
-1,735
| -2% | -$125K | 0.01% | 1085 |
|
|
2018
Q4 | $5.24M | Sell |
85,861
-5,519
| -6% | -$336K | 0.01% | 1081 |
|
|
2018
Q3 | $5.89M | Sell |
91,380
-2,260
| -2% | -$150K | 0.01% | 1002 |
|
|
2018
Q2 | $6.14M | Buy |
93,640
+2,320
| +3% | +$152K | 0.01% | 967 |
|
|
2018
Q1 | $5.58M | Sell |
91,320
-2,914
| -3% | -$181K | 0.01% | 970 |
|
|
2017
Q4 | $5.38M | Sell |
94,234
-7,869
| -8% | -$414K | 0.01% | 1022 |
|
|
2017
Q3 | $5.26M | Sell |
102,103
-3,357
| -3% | -$154K | 0.01% | 998 |
|
|
2017
Q2 | $4.48M | Buy |
105,460
+18,716
| +22% | +$760K | 0.01% | 1071 |
|
|
2017
Q1 | $3.46M | Buy |
86,744
+7,936
| +10% | +$312K | 0.01% | 1235 |
|
|
2016
Q4 | $2.77M | Buy |
78,808
+10,511
| +15% | +$367K | 0.01% | 1256 |
|
|
2016
Q3 | $2.04M | Buy |
68,297
+3,666
| +6% | +$99.2K | 0.01% | 1382 |
|
|
2016
Q2 | $1.46M | Sell |
64,631
-6,811
| -10% | -$171K | ﹤0.01% | 1560 |
|
|
2016
Q1 | $1.77M | Sell |
71,442
-1,480
| -2% | -$40K | 0.01% | 1462 |
|
|
2015
Q4 | $3.11M | Buy |
72,922
+640
| +0.9% | +$27.3K | 0.01% | 1090 |
|
|
2015
Q3 | $2.88M | Buy |
72,282
+3,093
| +4% | +$133K | 0.01% | 1127 |
|
|
2015
Q2 | $3.22M | Buy |
69,189
+2,470
| +4% | +$107K | 0.01% | 1104 |
|
|
2015
Q1 | $2.93M | Buy |
66,719
+2,610
| +4% | +$115K | 0.01% | 1144 |
|
|
2014
Q4 | $2.86M | Sell |
64,109
-10
| -0% | -$430 | 0.01% | 1127 |
|
|
2014
Q3 | $2.95M | Buy |
64,119
+597
| +0.9% | +$28.8K | 0.01% | 1062 |
|
|
2014
Q2 | $3.16M | Buy |
63,522
+23,350
| +58% | +$1.13M | 0.01% | 1076 |
|
|
2014
Q1 | $2.11M | Sell |
40,172
-1,852
| -4% | -$97.8K | 0.01% | 1306 |
|
|
2013
Q4 | $1.98M | Sell |
42,024
-5,481
| -12% | -$230K | 0.01% | 1377 |
|
|
2013
Q3 | $1.82M | Sell |
47,505
-970
| -2% | -$37.1K | 0.01% | 1412 |
|
|
2013
Q2 | $1.83M | Buy |
+48,475
| New | +$1.73M | 0.01% | 1363 |
|
Other funds holding LPLA
VPM
VCM
SC
