Royal London 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 | $19.8M | Buy |
52,934
+291
| +0.6% | +$109K | 0.05% | 321 |
|
|
2025
Q1 | $17.2M | Buy |
52,643
+1,575
| +3% | +$515K | 0.04% | 347 |
|
|
2024
Q4 | $16.7M | Sell |
51,068
-474
| -0.9% | -$155K | 0.04% | 336 |
|
|
2024
Q3 | $12M | Buy |
51,542
+2,998
| +6% | +$697K | 0.03% | 391 |
|
|
2024
Q2 | $13.6M | Sell |
48,544
-519
| -1% | -$145K | 0.03% | 349 |
|
|
2024
Q1 | $13M | Sell |
49,063
-1,297
| -3% | -$343K | 0.03% | 353 |
|
|
2023
Q4 | $11.5M | Sell |
50,360
-2,371
| -4% | -$540K | 0.03% | 364 |
|
|
2023
Q3 | $12.5M | Buy |
52,731
+8,836
| +20% | +$2.1M | 0.04% | 329 |
|
|
2023
Q2 | $9.54M | Buy |
43,895
+24,308
| +124% | +$5.28M | 0.03% | 369 |
|
|
2023
Q1 | $3.96M | Buy |
+19,587
| New | +$3.96M | 0.02% | 524 |
|