SEI Investments’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
Q2 | $157M | Buy |
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|
2025
Q1 | $124M | Buy |
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|
2024
Q4 | $37.8M | Buy |
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|
2024
Q3 | $20.4M | Buy |
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|
2024
Q2 | $23.3M | Sell |
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|
2024
Q1 | $29.9M | Buy |
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|
2023
Q4 | $20.9M | Sell |
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|
2023
Q3 | $30.2M | Sell |
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|
2023
Q2 | $35.7M | Buy |
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|
2023
Q1 | $32.6M | Sell |
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|
2022
Q4 | $44.8M | Sell |
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|
2022
Q3 | $60.9M | Sell |
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|
2022
Q2 | $59.1M | Buy |
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|
2022
Q1 | $31.8M | Buy |
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|
2021
Q4 | $24.6M | Sell |
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|
2021
Q3 | $25.3M | Buy |
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|
2021
Q2 | $17.9M | Buy |
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|
2021
Q1 | $12.6M | Buy |
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|
2020
Q4 | $4.86M | Sell |
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|
2020
Q3 | $4.24M | Sell |
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|
2020
Q2 | $5.08M | Buy |
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|
2020
Q1 | $3.48M | Sell |
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|
2019
Q4 | $9.57M | Sell |
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|
2019
Q3 | $11.7M | Sell |
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|
2019
Q2 | $11.7M | Buy |
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|
2019
Q1 | $8.35M | Buy |
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|
2018
Q4 | $4.19M | Sell |
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|
2018
Q3 | $4.52M | Sell |
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|
2018
Q2 | $8.18M | Buy |
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|
2018
Q1 | $6.47M | Sell |
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|
2017
Q4 | $6.36M | Buy |
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|
2017
Q3 | $3.75M | Buy |
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|
2017
Q2 | $3M | Buy |
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|
2017
Q1 | $2.63M | Buy |
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|
2016
Q4 | $2.12M | Buy |
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|
2016
Q3 | $10K | Buy |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $509K | Buy |
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|
2015
Q3 | $276K | Sell |
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|
2015
Q2 | $350K | Sell |
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|
2015
Q1 | $419K | Buy |
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|
2014
Q4 | $363K | Buy |
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