Shell Asset Management’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 | $1.16M | Buy |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $936K | Sell |
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|
2023
Q1 | $976K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $611K | Hold |
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|
2020
Q2 | $625K | Sell |
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|
2020
Q1 | $474K | Sell |
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|
2019
Q4 | $815K | Sell |
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|
2019
Q3 | $745K | Sell |
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|
2019
Q2 | $749K | Sell |
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|
2019
Q1 | $654K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $748K | Buy |
|