Robeco Institutional Asset Management’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 | $4.58M | Buy |
12,219
+3,893
| +47% | +$1.46M | 0.01% | 571 |
|
|
2025
Q1 | $2.72M | Buy |
8,326
+397
| +5% | +$130K | 0.01% | 660 |
|
|
2024
Q4 | $2.59M | Buy |
7,929
+512
| +7% | +$167K | ﹤0.01% | 655 |
|
|
2024
Q3 | $1.73M | Buy |
7,417
+190
| +3% | +$44.2K | ﹤0.01% | 725 |
|
|
2024
Q2 | $2.02M | Buy |
7,227
+586
| +9% | +$164K | ﹤0.01% | 681 |
|
|
2024
Q1 | $1.75M | Sell |
6,641
-182
| -3% | -$48.1K | ﹤0.01% | 707 |
|
|
2023
Q4 | $1.55M | Sell |
6,823
-892
| -12% | -$203K | ﹤0.01% | 739 |
|
|
2023
Q3 | $1.83M | Sell |
7,715
-3,903
| -34% | -$928K | ﹤0.01% | 700 |
|
|
2023
Q2 | $2.53M | Sell |
11,618
-55,606
| -83% | -$12.1M | 0.01% | 652 |
|
|
2023
Q1 | $13.6M | Sell |
67,224
-121,109
| -64% | -$24.5M | 0.04% | 381 |
|
|
2022
Q4 | $40.7M | Buy |
188,333
+95,108
| +102% | +$20.6M | 0.12% | 195 |
|
|
2022
Q3 | $20.4M | Buy |
93,225
+78,963
| +554% | +$17.3M | 0.07% | 262 |
|
|
2022
Q2 | $2.63M | Buy |
+14,262
| New | +$2.63M | 0.01% | 615 |
|
|
2019
Q4 | – | Sell |
-987
| Closed | -$80K | – | 986 |
|
|
2019
Q3 | $80K | Hold |
987
| – | – | ﹤0.01% | 940 |
|
|
2019
Q2 | $80K | Buy |
987
+848
| +610% | +$68.7K | ﹤0.01% | 942 |
|
|
2019
Q1 | $10K | Hold |
139
| – | – | ﹤0.01% | 946 |
|
|
2018
Q4 | $8K | Sell |
139
-139
| -50% | -$8K | ﹤0.01% | 960 |
|
|
2018
Q3 | $18K | Buy |
+278
| New | +$18K | ﹤0.01% | 968 |
|
|
2017
Q4 | – | Sell |
-9,601
| Closed | -$495K | – | 911 |
|
|
2017
Q3 | $495K | Hold |
9,601
| – | – | ﹤0.01% | 720 |
|
|
2017
Q2 | $407K | Hold |
9,601
| – | – | ﹤0.01% | 761 |
|
|
2017
Q1 | $383K | Hold |
9,601
| – | – | ﹤0.01% | 745 |
|
|
2016
Q4 | $338K | Buy |
9,601
+523
| +6% | +$18.4K | ﹤0.01% | 680 |
|
|
2016
Q3 | $272K | Buy |
+9,078
| New | +$272K | ﹤0.01% | 747 |
|
|
2014
Q3 | – | Sell |
-28,500
| Closed | -$1.42M | – | 774 |
|
|
2014
Q2 | $1.42M | Buy |
28,500
+11,100
| +64% | +$552K | 0.01% | 490 |
|
|
2014
Q1 | $914K | Buy |
+17,400
| New | +$914K | 0.01% | 522 |
|