Smithfield Trust’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 | $39K | Hold |
127
| – | – | ﹤0.01% | 635 |
|
|
2025
Q4 | $45K | Sell |
127
-27
| -18% | -$9.55K | ﹤0.01% | 598 |
|
|
2025
Q3 | $51K | Hold |
154
| – | – | ﹤0.01% | 571 |
|
|
2025
Q2 | $58K | Buy |
154
+35
| +29% | +$12.3K | ﹤0.01% | 541 |
|
|
2025
Q1 | $39K | Hold |
119
| – | – | ﹤0.01% | 597 |
|
|
2024
Q4 | $39K | Hold |
119
| – | – | ﹤0.01% | 604 |
|
|
2024
Q3 | $27K | Hold |
119
| – | – | ﹤0.01% | 657 |
|
|
2024
Q2 | $34K | Hold |
119
| – | – | ﹤0.01% | 598 |
|
|
2024
Q1 | $31K | Hold |
119
| – | – | ﹤0.01% | 645 |
|
|
2023
Q4 | $27K | Hold |
119
| – | – | ﹤0.01% | 646 |
|
|
2023
Q3 | $28K | Buy |
119
+74
| +164% | +$17.2K | ﹤0.01% | 626 |
|
|
2023
Q2 | $10K | Sell |
45
-68
| -60% | -$13.6K | ﹤0.01% | 824 |
|
|
2023
Q1 | $23K | Sell |
113
-62
| -35% | -$14.2K | ﹤0.01% | 641 |
|
|
2022
Q4 | $38K | Sell |
175
-125
| -42% | -$29.2K | ﹤0.01% | 560 |
|
|
2022
Q3 | $65K | Sell |
300
-370
| -55% | -$78.7K | ﹤0.01% | 462 |
|
|
2022
Q2 | $123K | Hold |
670
| – | – | 0.01% | 373 |
|
|
2022
Q1 | $123K | Hold |
670
| – | – | 0.01% | 396 |
|
|
2021
Q4 | $107K | Hold |
670
| – | – | 0.01% | 437 |
|
|
2021
Q3 | $105K | Hold |
670
| – | – | 0.01% | 425 |
|
|
2021
Q2 | $90K | Hold |
670
| – | – | 0.01% | 453 |
|
|
2021
Q1 | $95K | Buy |
670
+625
| +1,389% | +$79.8K | 0.01% | 449 |
|
|
2020
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 980 |
|
|
2020
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q2 | $4K | Buy |
+45
| New | +$3.01K | ﹤0.01% | 883 |
|
Other funds holding LPLA
VPM
VCM
SC
