Royal Bank of Canada’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 | $78.6M | Buy |
209,682
+33,827
| +19% | +$12.7M | 0.01% | 672 |
|
|
2025
Q1 | $57.5M | Buy |
175,855
+5,769
| +3% | +$1.89M | 0.01% | 687 |
|
|
2024
Q4 | $55.5M | Sell |
170,086
-6,952
| -4% | -$2.27M | 0.01% | 712 |
|
|
2024
Q3 | $41.2M | Sell |
177,038
-15,774
| -8% | -$3.67M | 0.01% | 823 |
|
|
2024
Q2 | $53.9M | Buy |
192,812
+20,719
| +12% | +$5.79M | 0.01% | 683 |
|
|
2024
Q1 | $45.5M | Sell |
172,093
-84,369
| -33% | -$22.3M | 0.01% | 739 |
|
|
2023
Q4 | $58.4M | Buy |
256,462
+7,553
| +3% | +$1.72M | 0.01% | 647 |
|
|
2023
Q3 | $59.2M | Buy |
248,909
+92,980
| +60% | +$22.1M | 0.02% | 568 |
|
|
2023
Q2 | $33.9M | Buy |
155,929
+2,328
| +2% | +$506K | 0.01% | 793 |
|
|
2023
Q1 | $31.1M | Sell |
153,601
-6,733
| -4% | -$1.36M | 0.01% | 799 |
|
|
2022
Q4 | $34.7M | Sell |
160,334
-21,811
| -12% | -$4.71M | 0.01% | 746 |
|
|
2022
Q3 | $39.8M | Sell |
182,145
-2,794
| -2% | -$610K | 0.01% | 666 |
|
|
2022
Q2 | $34.1M | Buy |
184,939
+58,712
| +47% | +$10.8M | 0.01% | 746 |
|
|
2022
Q1 | $23.1M | Buy |
126,227
+7,147
| +6% | +$1.31M | 0.01% | 1013 |
|
|
2021
Q4 | $19.1M | Buy |
119,080
+4,553
| +4% | +$729K | ﹤0.01% | 1231 |
|
|
2021
Q3 | $18M | Buy |
114,527
+9,816
| +9% | +$1.54M | ﹤0.01% | 1247 |
|
|
2021
Q2 | $14.1M | Buy |
104,711
+10,708
| +11% | +$1.45M | ﹤0.01% | 1419 |
|
|
2021
Q1 | $13.4M | Buy |
94,003
+86,994
| +1,241% | +$12.4M | ﹤0.01% | 1381 |
|
|
2020
Q4 | $730K | Buy |
7,009
+1,947
| +38% | +$203K | ﹤0.01% | 3312 |
|
|
2020
Q3 | $388K | Sell |
5,062
-7
| -0.1% | -$537 | ﹤0.01% | 3628 |
|
|
2020
Q2 | $397K | Buy |
5,069
+1,463
| +41% | +$115K | ﹤0.01% | 3533 |
|
|
2020
Q1 | $197K | Buy |
3,606
+422
| +13% | +$23.1K | ﹤0.01% | 3875 |
|
|
2019
Q4 | $294K | Sell |
3,184
-1,931
| -38% | -$178K | ﹤0.01% | 3786 |
|
|
2019
Q3 | $418K | Buy |
5,115
+372
| +8% | +$30.4K | ﹤0.01% | 3415 |
|
|
2019
Q2 | $387K | Buy |
4,743
+851
| +22% | +$69.4K | ﹤0.01% | 3493 |
|
|
2019
Q1 | $271K | Sell |
3,892
-740
| -16% | -$51.5K | ﹤0.01% | 3626 |
|
|
2018
Q4 | $283K | Sell |
4,632
-21,708
| -82% | -$1.33M | ﹤0.01% | 3530 |
|
|
2018
Q3 | $1.69M | Sell |
26,340
-6,939
| -21% | -$446K | ﹤0.01% | 2479 |
|
|
2018
Q2 | $2.18M | Buy |
33,279
+25,659
| +337% | +$1.68M | ﹤0.01% | 2224 |
|
|
2018
Q1 | $465K | Sell |
7,620
-628
| -8% | -$38.3K | ﹤0.01% | 3194 |
|
|
2017
Q4 | $471K | Sell |
8,248
-32,282
| -80% | -$1.84M | ﹤0.01% | 3170 |
|
|
2017
Q3 | $2.09M | Buy |
40,530
+5,270
| +15% | +$272K | ﹤0.01% | 2139 |
|
|
2017
Q2 | $1.5M | Buy |
+35,260
| New | +$1.5M | ﹤0.01% | 2292 |
|
|
2017
Q1 | – | Sell |
-22
| Closed | – | – | 5947 |
|
|
2016
Q4 | $0 | Sell |
22
-763
| -97% | – | ﹤0.01% | 5889 |
|
|
2016
Q3 | $23K | Sell |
785
-6,722
| -90% | -$197K | ﹤0.01% | 4743 |
|
|
2016
Q2 | $169K | Buy |
7,507
+6,537
| +674% | +$147K | ﹤0.01% | 3848 |
|
|
2016
Q1 | $24K | Sell |
970
-14,070
| -94% | -$348K | ﹤0.01% | 4727 |
|
|
2015
Q4 | $640K | Buy |
15,040
+14,331
| +2,021% | +$610K | ﹤0.01% | 2915 |
|
|
2015
Q3 | $28K | Sell |
709
-1,167
| -62% | -$46.1K | ﹤0.01% | 4837 |
|
|
2015
Q2 | $87K | Sell |
1,876
-18,128
| -91% | -$841K | ﹤0.01% | 4426 |
|
|
2015
Q1 | $878K | Buy |
20,004
+10,941
| +121% | +$480K | ﹤0.01% | 2581 |
|
|
2014
Q4 | $404K | Sell |
9,063
-10,718
| -54% | -$478K | ﹤0.01% | 3260 |
|
|
2014
Q3 | $910K | Buy |
19,781
+13,106
| +196% | +$603K | ﹤0.01% | 2459 |
|
|
2014
Q2 | $332K | Buy |
6,675
+2,748
| +70% | +$137K | ﹤0.01% | 3320 |
|
|
2014
Q1 | $207K | Buy |
3,927
+2,864
| +269% | +$151K | ﹤0.01% | 3598 |
|
|
2013
Q4 | $50K | Sell |
1,063
-5,951
| -85% | -$280K | ﹤0.01% | 4277 |
|
|
2013
Q3 | $269K | Buy |
+7,014
| New | +$269K | ﹤0.01% | 3354 |
|