Simplex Trading’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 | – | Sell |
-2,592
| Closed | -$870K | – | 9679 |
|
|
2025
Q4 | $926K | Buy |
2,592
+2,542
| +5,084% | +$899K | ﹤0.01% | 2704 |
|
|
2025
Q3 | $16K | Buy |
+50
| New | +$18.1K | ﹤0.01% | 7540 |
|
|
2025
Q2 | – | Sell |
-375
| Closed | -$131K | – | 9274 |
|
|
2025
Q1 | $122K | Buy |
+375
| New | +$131K | ﹤0.01% | 4859 |
|
|
2024
Q4 | – | Sell |
-11,867
| Closed | -$3.51M | – | 9147 |
|
|
2024
Q3 | $2.76M | Buy |
+11,867
| New | +$2.67M | ﹤0.01% | 1993 |
|
|
2023
Q3 | – | Sell |
-522
| Closed | -$121K | – | 9308 |
|
|
2023
Q2 | $113K | Sell |
522
-6,266
| -92% | -$1.25M | ﹤0.01% | 4934 |
|
|
2023
Q1 | $1.37M | Buy |
6,788
+5,815
| +598% | +$1.33M | ﹤0.01% | 2287 |
|
|
2022
Q4 | $210K | Sell |
973
-482
| -33% | -$113K | ﹤0.01% | 4165 |
|
|
2022
Q3 | $317K | Sell |
1,455
-1,910
| -57% | -$406K | ﹤0.01% | 4009 |
|
|
2022
Q2 | $620K | Buy |
3,365
+2,035
| +153% | +$386K | ﹤0.01% | 3190 |
|
|
2022
Q1 | $242K | Sell |
1,330
-1,530
| -53% | -$266K | ﹤0.01% | 4880 |
|
|
2021
Q4 | $457K | Buy |
+2,860
| New | +$472K | ﹤0.01% | 3937 |
|
|
2020
Q2 | – | Sell |
-3,506
| Closed | -$234K | – | 8017 |
|
|
2020
Q1 | $190K | Buy |
3,506
+813
| +30% | +$65.5K | ﹤0.01% | 3658 |
|
|
2019
Q4 | $248K | Sell |
2,693
-18,787
| -87% | -$1.61M | ﹤0.01% | 3520 |
|
|
2019
Q3 | $1.76M | Buy |
+21,480
| New | +$1.72M | 0.01% | 1435 |
|
|
2019
Q2 | – | Sell |
-202
| Closed | -$16K | – | 7487 |
|
|
2019
Q1 | $14K | Buy |
202
+62
| +44% | +$4.47K | ﹤0.01% | 5941 |
|
|
2018
Q4 | $8K | Sell |
140
-2,284
| -94% | -$139K | ﹤0.01% | 5976 |
|
|
2018
Q3 | $156K | Buy |
+2,424
| New | +$161K | ﹤0.01% | 3929 |
|
|
2018
Q2 | – | Sell |
-3,490
| Closed | -$229K | – | 7657 |
|
|
2018
Q1 | $213K | Buy |
+3,490
| New | +$216K | 0.01% | 1196 |
|
|
2016
Q2 | – | Sell |
-27,744
| Closed | -$697K | – | 6167 |
|
|
2016
Q1 | $688K | Buy |
+27,744
| New | +$749K | 0.05% | 323 |
|
|
2015
Q3 | – | Sell |
-1,528
| Closed | -$65.7K | – | 5876 |
|
|
2015
Q2 | $71K | Buy |
+1,528
| New | +$66.1K | 0.01% | 1416 |
|
Other funds holding LPLA
VPM
VCM
SC
Simplex Trading's LPLA Position: Q1 2026 in Review
Simplex Trading sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 2,592 shares — an estimated $870K sold.
Simplex Trading first reported a position in LPLA in Q2 2015 and held it in 20 quarters. The position peaked at $2.76M in Q3 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.
- Simplex Trading reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
- Simplex Trading sold 2,592 LPL Financial shares in Q1 2026, an estimated $870K.
- Simplex Trading first reported a position in LPL Financial in Q2 2015 and held it in 20 quarters.
- Simplex Trading's LPL Financial position peaked at $2.76M in Q3 2024.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.