Rockefeller Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.63M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $79K | Sell |
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|
2022
Q3 | $160K | Sell |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $89K | Buy |
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|
2021
Q4 | $51K | Sell |
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|
2021
Q3 | $61K | Buy |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $19K | Buy |
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|
2020
Q4 | $1K | Buy |
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