Royal Bank of Canada’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 | $47.5M | Sell |
157,829
-22,891
| -13% | -$7.68M | 0.01% | 938 |
|
|
2025
Q4 | $64.5M | Sell |
180,720
-112,232
| -38% | -$39.7M | 0.01% | 832 |
|
|
2025
Q3 | $97.5M | Buy |
292,952
+83,270
| +40% | +$30.2M | 0.02% | 690 |
|
|
2025
Q2 | $78.6M | Buy |
209,682
+33,827
| +19% | +$11.9M | 0.02% | 729 |
|
|
2025
Q1 | $57.5M | Buy |
175,855
+5,769
| +3% | +$2.01M | 0.01% | 741 |
|
|
2024
Q4 | $55.5M | Sell |
170,086
-6,952
| -4% | -$2.06M | 0.01% | 785 |
|
|
2024
Q3 | $41.2M | Sell |
177,038
-15,774
| -8% | -$3.55M | 0.01% | 918 |
|
|
2024
Q2 | $53.9M | Buy |
192,812
+20,719
| +12% | +$5.62M | 0.01% | 746 |
|
|
2024
Q1 | $45.5M | Sell |
172,093
-84,369
| -33% | -$21.3M | 0.01% | 816 |
|
|
2023
Q4 | $58.4M | Buy |
256,462
+7,553
| +3% | +$1.7M | 0.01% | 723 |
|
|
2023
Q3 | $59.2M | Buy |
248,909
+92,980
| +60% | +$21.6M | 0.02% | 633 |
|
|
2023
Q2 | $33.9M | Buy |
155,929
+2,328
| +2% | +$466K | 0.01% | 880 |
|
|
2023
Q1 | $31.1M | Sell |
153,601
-6,733
| -4% | -$1.54M | 0.01% | 888 |
|
|
2022
Q4 | $34.7M | Sell |
160,334
-21,811
| -12% | -$5.1M | 0.01% | 834 |
|
|
2022
Q3 | $39.8M | Sell |
182,145
-2,794
| -2% | -$594K | 0.01% | 734 |
|
|
2022
Q2 | $34.1M | Buy |
184,939
+58,712
| +47% | +$11.2M | 0.01% | 818 |
|
|
2022
Q1 | $23.1M | Buy |
126,227
+7,147
| +6% | +$1.24M | 0.01% | 1150 |
|
|
2021
Q4 | $19.1M | Buy |
119,080
+4,553
| +4% | +$751K | ﹤0.01% | 1427 |
|
|
2021
Q3 | $18M | Buy |
114,527
+9,816
| +9% | +$1.41M | 0.01% | 1417 |
|
|
2021
Q2 | $14.1M | Buy |
104,711
+10,708
| +11% | +$1.56M | ﹤0.01% | 1584 |
|
|
2021
Q1 | $13.4M | Buy |
94,003
+86,994
| +1,241% | +$11.1M | ﹤0.01% | 1548 |
|
|
2020
Q4 | $730K | Buy |
7,009
+1,947
| +38% | +$175K | ﹤0.01% | 3793 |
|
|
2020
Q3 | $388K | Sell |
5,062
-7
| -0.1% | -$556 | ﹤0.01% | 4077 |
|
|
2020
Q2 | $397K | Buy |
5,069
+1,463
| +41% | +$97.8K | ﹤0.01% | 3962 |
|
|
2020
Q1 | $197K | Buy |
3,606
+422
| +13% | +$34K | ﹤0.01% | 4345 |
|
|
2019
Q4 | $294K | Sell |
3,184
-1,931
| -38% | -$166K | ﹤0.01% | 4355 |
|
|
2019
Q3 | $418K | Buy |
5,115
+372
| +8% | +$29.8K | ﹤0.01% | 3953 |
|
|
2019
Q2 | $387K | Buy |
4,743
+851
| +22% | +$67.3K | ﹤0.01% | 4018 |
|
|
2019
Q1 | $271K | Sell |
3,892
-740
| -16% | -$53.3K | ﹤0.01% | 4156 |
|
|
2018
Q4 | $283K | Sell |
4,632
-21,708
| -82% | -$1.32M | ﹤0.01% | 4121 |
|
|
2018
Q3 | $1.69M | Sell |
26,340
-6,939
| -21% | -$460K | ﹤0.01% | 2964 |
|
|
2018
Q2 | $2.18M | Buy |
33,279
+25,659
| +337% | +$1.69M | ﹤0.01% | 2660 |
|
|
2018
Q1 | $465K | Sell |
7,620
-628
| -8% | -$38.9K | ﹤0.01% | 3755 |
|
|
2017
Q4 | $471K | Sell |
8,248
-32,282
| -80% | -$1.7M | ﹤0.01% | 3833 |
|
|
2017
Q3 | $2.09M | Buy |
40,530
+5,270
| +15% | +$243K | ﹤0.01% | 2626 |
|
|
2017
Q2 | $1.5M | Buy |
+35,260
| New | +$1.43M | ﹤0.01% | 2807 |
|
|
2017
Q1 | – | Sell |
-22
| Closed | – | – | 6734 |
|
|
2016
Q4 | $0 | Sell |
22
-763
| -97% | -$26.7K | ﹤0.01% | 6711 |
|
|
2016
Q3 | $23K | Sell |
785
-6,722
| -90% | -$182K | ﹤0.01% | 5500 |
|
|
2016
Q2 | $169K | Buy |
7,507
+6,537
| +674% | +$164K | ﹤0.01% | 4516 |
|
|
2016
Q1 | $24K | Sell |
970
-14,070
| -94% | -$380K | ﹤0.01% | 5417 |
|
|
2015
Q4 | $640K | Buy |
15,040
+14,331
| +2,021% | +$610K | ﹤0.01% | 3529 |
|
|
2015
Q3 | $28K | Sell |
709
-1,167
| -62% | -$50.2K | ﹤0.01% | 5427 |
|
|
2015
Q2 | $87K | Sell |
1,876
-18,128
| -91% | -$784K | ﹤0.01% | 4907 |
|
|
2015
Q1 | $878K | Buy |
20,004
+10,941
| +121% | +$484K | ﹤0.01% | 2993 |
|
|
2014
Q4 | $404K | Sell |
9,063
-10,718
| -54% | -$461K | ﹤0.01% | 3792 |
|
|
2014
Q3 | $910K | Buy |
19,781
+13,106
| +196% | +$632K | ﹤0.01% | 2921 |
|
|
2014
Q2 | $332K | Buy |
6,675
+2,748
| +70% | +$133K | ﹤0.01% | 3788 |
|
|
2014
Q1 | $207K | Buy |
3,927
+2,864
| +269% | +$151K | ﹤0.01% | 4083 |
|
|
2013
Q4 | $50K | Sell |
1,063
-5,951
| -85% | -$250K | ﹤0.01% | 4889 |
|
|
2013
Q3 | $269K | Buy |
+7,014
| New | +$268K | ﹤0.01% | 3869 |
|
Other funds holding LPLA
VPM
VCM
SC
