State of Michigan Retirement System’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 | – | Sell |
-1,100
| Closed | -$360K | – | 947 |
|
|
2025
Q1 | $360K | Hold |
1,100
| – | – | ﹤0.01% | 938 |
|
|
2024
Q4 | $359K | Sell |
1,100
-300
| -21% | -$98K | ﹤0.01% | 946 |
|
|
2024
Q3 | $326K | Hold |
1,400
| – | – | ﹤0.01% | 946 |
|
|
2024
Q2 | $391K | Sell |
1,400
-300
| -18% | -$83.8K | ﹤0.01% | 941 |
|
|
2024
Q1 | $449K | Hold |
1,700
| – | – | ﹤0.01% | 942 |
|
|
2023
Q4 | $387K | Buy |
1,700
+300
| +21% | +$68.3K | ﹤0.01% | 948 |
|
|
2023
Q3 | $333K | Sell |
1,400
-300
| -18% | -$71.3K | ﹤0.01% | 953 |
|
|
2023
Q2 | $370K | Buy |
+1,700
| New | +$370K | ﹤0.01% | 954 |
|
|
2013
Q4 | – | Sell |
-20,000
| Closed | -$766K | – | 951 |
|
|
2013
Q3 | $766K | Buy |
+20,000
| New | +$766K | 0.01% | 895 |
|