Royal London Asset 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
2026
Q1
$19.5M Buy
64,965
+42
+0.1% +$14.1K 0.04% 327
2025
Q4
$23.2M Sell
64,923
-140
-0.2% -$49.5K 0.05% 292
2025
Q3
$21.6M Buy
65,063
+12,129
+23% +$4.4M 0.05% 309
2025
Q2
$19.8M Buy
52,934
+291
+0.6% +$102K 0.05% 321
2025
Q1
$17.2M Buy
52,643
+1,575
+3% +$548K 0.04% 347
2024
Q4
$16.7M Sell
51,068
-474
-0.9% -$140K 0.04% 336
2024
Q3
$12M Buy
51,542
+2,998
+6% +$676K 0.03% 391
2024
Q2
$13.6M Sell
48,544
-519
-1% -$141K 0.03% 349
2024
Q1
$13M Sell
49,063
-1,297
-3% -$327K 0.03% 353
2023
Q4
$11.5M Sell
50,360
-2,371
-4% -$533K 0.03% 364
2023
Q3
$12.5M Buy
52,731
+8,836
+20% +$2.05M 0.04% 329
2023
Q2
$9.54M Buy
43,895
+24,308
+124% +$4.87M 0.03% 369
2023
Q1
$3.96M Buy
+19,587
New +$4.48M 0.02% 524

Other funds holding LPLA