Skandinaviska Enskilda Banken (SEB)’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 | $6.55M | Buy |
17,474
+1,349
| +8% | +$506K | 0.03% | 366 |
|
|
2025
Q1 | $5.28M | Buy |
16,125
+701
| +5% | +$229K | 0.03% | 401 |
|
|
2024
Q4 | $5.04M | Buy |
15,424
+300
| +2% | +$98K | 0.02% | 411 |
|
|
2024
Q3 | $3.52M | Buy |
15,124
+30
| +0.2% | +$6.98K | 0.02% | 481 |
|
|
2024
Q2 | $4.22M | Buy |
15,094
+2
| +0% | +$559 | 0.02% | 412 |
|
|
2024
Q1 | $3.99M | Sell |
15,092
-385
| -2% | -$102K | 0.02% | 434 |
|
|
2023
Q4 | $3.52M | Sell |
15,477
-200
| -1% | -$45.5K | 0.02% | 445 |
|
|
2023
Q3 | $3.73M | Sell |
15,677
-62
| -0.4% | -$14.7K | 0.02% | 401 |
|
|
2023
Q2 | $3.42M | Buy |
15,739
+2,216
| +16% | +$482K | 0.02% | 434 |
|
|
2023
Q1 | $2.74M | Sell |
13,523
-7,522
| -36% | -$1.52M | 0.02% | 480 |
|
|
2022
Q4 | $4.55M | Buy |
21,045
+8,270
| +65% | +$1.79M | 0.03% | 366 |
|
|
2022
Q3 | $2.79M | Buy |
12,775
+665
| +5% | +$145K | 0.02% | 470 |
|
|
2022
Q2 | $2.23M | Buy |
+12,110
| New | +$2.23M | 0.02% | 549 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$43K | – | 1097 |
|
|
2021
Q1 | $43K | Hold |
300
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q4 | $31K | Sell |
300
-5,000
| -94% | -$517K | ﹤0.01% | 1094 |
|
|
2020
Q3 | $406K | Hold |
5,300
| – | – | ﹤0.01% | 850 |
|
|
2020
Q2 | $416K | Buy |
+5,300
| New | +$416K | ﹤0.01% | 840 |
|
|
2017
Q3 | – | Sell |
-94,000
| Closed | -$3.99M | – | 739 |
|
|
2017
Q2 | $3.99M | Hold |
94,000
| – | – | 0.04% | 333 |
|
|
2017
Q1 | $3.74M | Hold |
94,000
| – | – | 0.04% | 330 |
|
|
2016
Q4 | $3.31M | Hold |
94,000
| – | – | 0.04% | 300 |
|
|
2016
Q3 | $2.81M | Hold |
94,000
| – | – | 0.03% | 381 |
|
|
2016
Q2 | $2.12M | Buy |
+94,000
| New | +$2.12M | 0.02% | 435 |
|