SG Americas Securities’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 | $2.42M | Buy |
8,052
+2,181
| +37% | +$732K | ﹤0.01% | 1297 |
|
|
2025
Q4 | $2.1M | Buy |
5,871
+84
| +1% | +$29.7K | ﹤0.01% | 1498 |
|
|
2025
Q3 | $1.93M | Sell |
5,787
-44,296
| -88% | -$16.1M | 0.01% | 972 |
|
|
2025
Q2 | $18.8M | Buy |
50,083
+43,096
| +617% | +$15.1M | 0.08% | 182 |
|
|
2025
Q1 | $2.29M | Buy |
+6,987
| New | +$2.43M | 0.01% | 745 |
|
|
2024
Q4 | – | Sell |
-5,578
| Closed | -$1.3M | – | 3393 |
|
|
2024
Q3 | $1.3M | Buy |
5,578
+732
| +15% | +$165K | ﹤0.01% | 890 |
|
|
2024
Q2 | $1.35M | Buy |
4,846
+3,759
| +346% | +$1.02M | 0.01% | 1155 |
|
|
2024
Q1 | $287K | Sell |
1,087
-825
| -43% | -$208K | ﹤0.01% | 1721 |
|
|
2023
Q4 | $435K | Sell |
1,912
-6,194
| -76% | -$1.39M | ﹤0.01% | 1573 |
|
|
2023
Q3 | $1.93M | Buy |
+8,106
| New | +$1.88M | 0.03% | 760 |
|
|
2023
Q2 | – | Sell |
-1,019
| Closed | -$206K | – | 2783 |
|
|
2023
Q1 | $206K | Buy |
+1,019
| New | +$233K | ﹤0.01% | 2393 |
|
|
2022
Q4 | – | Sell |
-742
| Closed | -$162K | – | 3241 |
|
|
2022
Q3 | $162K | Sell |
742
-19,390
| -96% | -$4.12M | ﹤0.01% | 2496 |
|
|
2022
Q2 | $3.71M | Buy |
20,132
+10,528
| +110% | +$2M | 0.05% | 411 |
|
|
2022
Q1 | $1.75M | Buy |
9,604
+7,009
| +270% | +$1.22M | 0.02% | 1004 |
|
|
2021
Q4 | $415K | Sell |
2,595
-300
| -10% | -$49.5K | ﹤0.01% | 2272 |
|
|
2021
Q3 | $454K | Sell |
2,895
-21,439
| -88% | -$3.08M | ﹤0.01% | 2593 |
|
|
2021
Q2 | $3.29M | Buy |
24,334
+21,999
| +942% | +$3.2M | 0.02% | 823 |
|
|
2021
Q1 | $332K | Sell |
2,335
-657
| -22% | -$83.8K | ﹤0.01% | 2304 |
|
|
2020
Q4 | $312K | Buy |
+2,992
| New | +$269K | ﹤0.01% | 2338 |
|
|
2020
Q1 | – | Sell |
-1,414
| Closed | -$130K | – | 3589 |
|
|
2019
Q4 | $130K | Sell |
1,414
-127
| -8% | -$10.9K | ﹤0.01% | 2795 |
|
|
2019
Q3 | $126K | Sell |
1,541
-27,377
| -95% | -$2.19M | ﹤0.01% | 2611 |
|
|
2019
Q2 | $2.36M | Buy |
28,918
+27,404
| +1,810% | +$2.17M | 0.02% | 914 |
|
|
2019
Q1 | $105K | Buy |
+1,514
| New | +$109K | ﹤0.01% | 3038 |
|
|
2018
Q4 | – | Sell |
-16,392
| Closed | -$1.06M | – | 3208 |
|
|
2018
Q3 | $1.06M | Buy |
+16,392
| New | +$1.09M | 0.01% | 1640 |
|
|
2017
Q3 | – | Sell |
-7,943
| Closed | -$337K | – | 3642 |
|
|
2017
Q2 | $337K | Buy |
7,943
+3,655
| +85% | +$148K | ﹤0.01% | 2097 |
|
|
2017
Q1 | $171K | Buy |
+4,288
| New | +$169K | ﹤0.01% | 2551 |
|
|
2016
Q2 | – | Sell |
-4,738
| Closed | -$118K | – | 2836 |
|
|
2016
Q1 | $118K | Buy |
4,738
+1,958
| +70% | +$52.9K | ﹤0.01% | 2529 |
|
|
2015
Q4 | $119K | Buy |
+2,780
| New | +$118K | ﹤0.01% | 2322 |
|
|
2015
Q2 | – | Sell |
-5,192
| Closed | -$228K | – | 2744 |
|
|
2015
Q1 | $228K | Buy |
5,192
+1,647
| +46% | +$72.8K | ﹤0.01% | 1815 |
|
|
2014
Q4 | $158K | Buy |
3,545
+587
| +20% | +$25.2K | ﹤0.01% | 2610 |
|
|
2014
Q3 | $136K | Sell |
2,958
-392
| -12% | -$18.9K | ﹤0.01% | 2210 |
|
|
2014
Q2 | $167K | Sell |
3,350
-6,816
| -67% | -$331K | ﹤0.01% | 2129 |
|
|
2014
Q1 | $534K | Sell |
10,166
-23,471
| -70% | -$1.24M | ﹤0.01% | 1442 |
|
|
2013
Q4 | $1.58M | Sell |
33,637
-117,410
| -78% | -$4.93M | 0.01% | 1023 |
|
|
2013
Q3 | $5.79M | Buy |
+151,047
| New | +$5.78M | 0.02% | 580 |
|
Other funds holding LPLA
VPM
VCM
SC
