Schroder Investment Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Buy |
|
|||||
|
2025
Q2 | $1.09M | Sell |
|
|||||
|
2025
Q1 | $1.15M | Buy |
|
|||||
|
2024
Q4 | $1.06M | Sell |
|
|||||
|
2024
Q3 | $949K | Hold |
|
|||||
|
2024
Q2 | $1.14M | Hold |
|
|||||
|
2024
Q1 | $1.08M | Buy |
|
|||||
|
2023
Q4 | $907K | Hold |
|
|||||
|
2023
Q3 | $947K | Buy |
|
|||||
|
2023
Q2 | $480K | Sell |
|
|||||
|
2023
Q1 | $588K | Buy |
|
|||||
|
2022
Q4 | $477K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $156K | Sell |
|
|||||
|
2021
Q3 | $10.3M | Buy |
|
|||||
|
2021
Q2 | $132K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $248K | Sell |
|
|||||
|
2019
Q4 | $508K | Sell |
|
|||||
|
2019
Q3 | $454K | Buy |
|
|||||
|
2019
Q2 | $447K | Sell |
|
|||||
|
2019
Q1 | $903K | Sell |
|
|||||
|
2018
Q4 | $813 | Sell |
|
|||||
|
2018
Q3 | $964K | Buy |
|
|||||
|
2018
Q2 | $850K | Sell |
|
|||||
|
2018
Q1 | $787K | Buy |
|