Russell Investments Group’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 | $17M | Sell |
56,633
-2,501
| -4% | -$839K | 0.02% | 705 |
|
|
2025
Q4 | $21.1M | Buy |
59,134
+210
| +0.4% | +$74.3K | 0.02% | 603 |
|
|
2025
Q3 | $19.6M | Sell |
58,924
-3,066
| -5% | -$1.11M | 0.02% | 627 |
|
|
2025
Q2 | $23.2M | Sell |
61,990
-12,680
| -17% | -$4.44M | 0.03% | 536 |
|
|
2025
Q1 | $24.5M | Buy |
74,670
+8,940
| +14% | +$3.11M | 0.03% | 514 |
|
|
2024
Q4 | $21.5M | Sell |
65,730
-29,507
| -31% | -$8.73M | 0.03% | 552 |
|
|
2024
Q3 | $22.1M | Buy |
95,237
+43,088
| +83% | +$9.71M | 0.03% | 541 |
|
|
2024
Q2 | $14.6M | Sell |
52,149
-23,099
| -31% | -$6.27M | 0.02% | 645 |
|
|
2024
Q1 | $19.9M | Sell |
75,248
-42,372
| -36% | -$10.7M | 0.03% | 556 |
|
|
2023
Q4 | $26.8M | Sell |
117,620
-17,769
| -13% | -$3.99M | 0.05% | 412 |
|
|
2023
Q3 | $32.2M | Buy |
135,389
+14,622
| +12% | +$3.4M | 0.06% | 329 |
|
|
2023
Q2 | $26.3M | Sell |
120,767
-30,806
| -20% | -$6.17M | 0.05% | 415 |
|
|
2023
Q1 | $30.7M | Sell |
151,573
-11,897
| -7% | -$2.72M | 0.06% | 374 |
|
|
2022
Q4 | $35.3M | Buy |
163,470
+26,746
| +20% | +$6.25M | 0.07% | 337 |
|
|
2022
Q3 | $29.9M | Buy |
136,724
+46,395
| +51% | +$9.87M | 0.07% | 357 |
|
|
2022
Q2 | $16.7M | Buy |
90,329
+37,962
| +72% | +$7.21M | 0.03% | 571 |
|
|
2022
Q1 | $9.56M | Sell |
52,367
-3,854
| -7% | -$671K | 0.02% | 846 |
|
|
2021
Q4 | $9M | Sell |
56,221
-6,164
| -10% | -$1.02M | 0.01% | 956 |
|
|
2021
Q3 | $9.78M | Buy |
62,385
+14,341
| +30% | +$2.06M | 0.02% | 897 |
|
|
2021
Q2 | $6.48M | Sell |
48,044
-38,505
| -44% | -$5.6M | 0.01% | 1185 |
|
|
2021
Q1 | $12.3M | Sell |
86,549
-71,105
| -45% | -$9.07M | 0.02% | 831 |
|
|
2020
Q4 | $16.4M | Buy |
157,654
+42,095
| +36% | +$3.78M | 0.03% | 592 |
|
|
2020
Q3 | $8.85M | Sell |
115,559
-44,695
| -28% | -$3.55M | 0.02% | 818 |
|
|
2020
Q2 | $12.6M | Buy |
160,254
+12,229
| +8% | +$817K | 0.03% | 629 |
|
|
2020
Q1 | $8.06M | Buy |
148,025
+68,975
| +87% | +$5.56M | 0.02% | 737 |
|
|
2019
Q4 | $7.29M | Buy |
79,050
+6,972
| +10% | +$598K | 0.01% | 1001 |
|
|
2019
Q3 | $5.9M | Sell |
72,078
-64,659
| -47% | -$5.17M | 0.01% | 1107 |
|
|
2019
Q2 | $11.1M | Sell |
136,737
-58,728
| -30% | -$4.65M | 0.02% | 826 |
|
|
2019
Q1 | $13.6M | Buy |
195,465
+77,328
| +65% | +$5.57M | 0.03% | 742 |
|
|
2018
Q4 | $7.21M | Sell |
118,137
-8,898
| -7% | -$542K | 0.02% | 963 |
|
|
2018
Q3 | $8.2M | Sell |
127,035
-6,261
| -5% | -$415K | 0.02% | 1031 |
|
|
2018
Q2 | $8.74M | Sell |
133,296
-18,418
| -12% | -$1.21M | 0.02% | 991 |
|
|
2018
Q1 | $9.27M | Sell |
151,714
-46,416
| -23% | -$2.88M | 0.02% | 1013 |
|
|
2017
Q4 | $11.3M | Sell |
198,130
-73,030
| -27% | -$3.84M | 0.02% | 938 |
|
|
2017
Q3 | $14M | Buy |
271,160
+182,210
| +205% | +$8.38M | 0.02% | 784 |
|
|
2017
Q2 | $3.78M | Buy |
88,950
+87,996
| +9,224% | +$3.57M | 0.01% | 1380 |
|
|
2017
Q1 | $38K | Sell |
954
-208
| -18% | -$8.18K | ﹤0.01% | 2927 |
|
|
2016
Q4 | $41K | Buy |
+1,162
| New | +$40.6K | ﹤0.01% | 2998 |
|
Other funds holding LPLA
VPM
VCM
SC
