Schroder Investment Management Group’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 | $1.09M | Sell |
2,906
-619
| -18% | -$232K | ﹤0.01% | 986 |
|
|
2025
Q1 | $1.15M | Buy |
3,525
+288
| +9% | +$94.2K | ﹤0.01% | 972 |
|
|
2024
Q4 | $1.06M | Sell |
3,237
-843
| -21% | -$275K | ﹤0.01% | 1014 |
|
|
2024
Q3 | $949K | Hold |
4,080
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q2 | $1.14M | Hold |
4,080
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q1 | $1.08M | Buy |
4,080
+97
| +2% | +$25.6K | ﹤0.01% | 1012 |
|
|
2023
Q4 | $907K | Hold |
3,983
| – | – | ﹤0.01% | 1019 |
|
|
2023
Q3 | $947K | Buy |
3,983
+1,777
| +81% | +$422K | ﹤0.01% | 1020 |
|
|
2023
Q2 | $480K | Sell |
2,206
-700
| -24% | -$152K | ﹤0.01% | 1130 |
|
|
2023
Q1 | $588K | Buy |
2,906
+700
| +32% | +$142K | ﹤0.01% | 1121 |
|
|
2022
Q4 | $477K | Buy |
+2,206
| New | +$477K | ﹤0.01% | 1156 |
|
|
2022
Q1 | – | Sell |
-976
| Closed | -$156K | – | 1487 |
|
|
2021
Q4 | $156K | Sell |
976
-64,951
| -99% | -$10.4M | ﹤0.01% | 1262 |
|
|
2021
Q3 | $10.3M | Buy |
65,927
+64,951
| +6,655% | +$10.2M | 0.02% | 626 |
|
|
2021
Q2 | $132K | Buy |
+976
| New | +$132K | ﹤0.01% | 1389 |
|
|
2020
Q2 | – | Sell |
-4,655
| Closed | -$248K | – | 1293 |
|
|
2020
Q1 | $248K | Sell |
4,655
-855
| -16% | -$45.6K | ﹤0.01% | 1070 |
|
|
2019
Q4 | $508K | Sell |
5,510
-72
| -1% | -$6.64K | ﹤0.01% | 1039 |
|
|
2019
Q3 | $454K | Buy |
5,582
+99
| +2% | +$8.05K | ﹤0.01% | 1060 |
|
|
2019
Q2 | $447K | Sell |
5,483
-7,486
| -58% | -$610K | ﹤0.01% | 986 |
|
|
2019
Q1 | $903K | Sell |
12,969
-344
| -3% | -$24K | ﹤0.01% | 923 |
|
|
2018
Q4 | $813 | Sell |
13,313
-1,632
| -11% | -$100 | ﹤0.01% | 916 |
|
|
2018
Q3 | $964K | Buy |
14,945
+2,087
| +16% | +$135K | ﹤0.01% | 947 |
|
|
2018
Q2 | $850K | Sell |
12,858
-22
| -0.2% | -$1.45K | ﹤0.01% | 960 |
|
|
2018
Q1 | $787K | Buy |
+12,880
| New | +$787K | ﹤0.01% | 993 |
|