State of Wisconsin Investment Board’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 | $21.9M | Buy |
58,489
+16,507
| +39% | +$6.19M | 0.05% | 314 |
|
|
2025
Q1 | $13.7M | Sell |
41,982
-357
| -0.8% | -$117K | 0.04% | 472 |
|
|
2024
Q4 | $13.8M | Sell |
42,339
-2,272
| -5% | -$742K | 0.04% | 470 |
|
|
2024
Q3 | $10.4M | Buy |
44,611
+908
| +2% | +$211K | 0.03% | 624 |
|
|
2024
Q2 | $12.2M | Buy |
43,703
+2,498
| +6% | +$698K | 0.03% | 480 |
|
|
2024
Q1 | $10.9M | Buy |
41,205
+2,145
| +5% | +$567K | 0.03% | 579 |
|
|
2023
Q4 | $8.89M | Sell |
39,060
-2,265
| -5% | -$516K | 0.03% | 681 |
|
|
2023
Q3 | $9.82M | Buy |
41,325
+381
| +0.9% | +$90.5K | 0.03% | 574 |
|
|
2023
Q2 | $8.9M | Sell |
40,944
-2,552
| -6% | -$555K | 0.03% | 662 |
|
|
2023
Q1 | $8.8M | Sell |
43,496
-2,492
| -5% | -$504K | 0.03% | 647 |
|
|
2022
Q4 | $9.94M | Buy |
45,988
+414
| +0.9% | +$89.5K | 0.03% | 574 |
|
|
2022
Q3 | $9.96M | Sell |
45,574
-10,522
| -19% | -$2.3M | 0.03% | 569 |
|
|
2022
Q2 | $10.3M | Sell |
56,096
-16,012
| -22% | -$2.95M | 0.03% | 625 |
|
|
2022
Q1 | $13.2M | Buy |
72,108
+62,425
| +645% | +$11.4M | 0.03% | 643 |
|
|
2021
Q4 | $1.55M | Sell |
9,683
-295
| -3% | -$47.2K | ﹤0.01% | 1328 |
|
|
2021
Q3 | $1.56M | Buy |
9,978
+469
| +5% | +$73.5K | ﹤0.01% | 1334 |
|
|
2021
Q2 | $1.28M | Sell |
9,509
-450
| -5% | -$60.8K | ﹤0.01% | 1383 |
|
|
2021
Q1 | $1.42M | Sell |
9,959
-150
| -1% | -$21.3K | ﹤0.01% | 1287 |
|
|
2020
Q4 | $1.05M | Sell |
10,109
-410
| -4% | -$42.7K | ﹤0.01% | 1306 |
|
|
2020
Q3 | $806K | Buy |
10,519
+200
| +2% | +$15.3K | ﹤0.01% | 1333 |
|
|
2020
Q2 | $809K | Sell |
10,319
-600
| -5% | -$47K | ﹤0.01% | 1281 |
|
|
2020
Q1 | $594K | Sell |
10,919
-530
| -5% | -$28.8K | ﹤0.01% | 1299 |
|
|
2019
Q4 | $1.06M | Sell |
11,449
-160
| -1% | -$14.8K | ﹤0.01% | 1220 |
|
|
2019
Q3 | $951K | Sell |
11,609
-247
| -2% | -$20.2K | ﹤0.01% | 1156 |
|
|
2019
Q2 | $967K | Sell |
11,856
-3,954
| -25% | -$322K | ﹤0.01% | 1151 |
|
|
2019
Q1 | $1.1M | Sell |
15,810
-755
| -5% | -$52.6K | ﹤0.01% | 1138 |
|
|
2018
Q4 | $1.01M | Sell |
16,565
-200
| -1% | -$12.2K | ﹤0.01% | 1128 |
|
|
2018
Q3 | $1.08M | Sell |
16,765
-560
| -3% | -$36.1K | ﹤0.01% | 1188 |
|
|
2018
Q2 | $1.14M | Sell |
17,325
-383
| -2% | -$25.1K | ﹤0.01% | 1122 |
|
|
2018
Q1 | $1.08M | Sell |
17,708
-492
| -3% | -$30K | ﹤0.01% | 1108 |
|
|
2017
Q4 | $1.04M | Buy |
18,200
+234
| +1% | +$13.4K | ﹤0.01% | 1108 |
|
|
2017
Q3 | $927K | Buy |
17,966
+378
| +2% | +$19.5K | ﹤0.01% | 1119 |
|
|
2017
Q2 | $747K | Buy |
17,588
+490
| +3% | +$20.8K | ﹤0.01% | 1164 |
|
|
2017
Q1 | $681K | Sell |
17,098
-30,023
| -64% | -$1.2M | ﹤0.01% | 1122 |
|
|
2016
Q4 | $1.66M | Sell |
47,121
-7,510
| -14% | -$264K | 0.01% | 1097 |
|
|
2016
Q3 | $1.63M | Sell |
54,631
-1,300
| -2% | -$38.9K | 0.01% | 1171 |
|
|
2016
Q2 | $1.26M | Buy |
55,931
+2,800
| +5% | +$63.1K | 0.01% | 1199 |
|
|
2016
Q1 | $1.32M | Sell |
53,131
-6,900
| -11% | -$171K | 0.01% | 1171 |
|
|
2015
Q4 | $2.56M | Sell |
60,031
-1,470
| -2% | -$62.7K | 0.01% | 1012 |
|
|
2015
Q3 | $2.45M | Sell |
61,501
-1,780
| -3% | -$70.8K | 0.01% | 1049 |
|
|
2015
Q2 | $2.94M | Sell |
63,281
-3,110
| -5% | -$145K | 0.01% | 1059 |
|
|
2015
Q1 | $2.91M | Sell |
66,391
-1,820
| -3% | -$79.8K | 0.01% | 1042 |
|
|
2014
Q4 | $3.04M | Buy |
68,211
+3,890
| +6% | +$173K | 0.01% | 1025 |
|
|
2014
Q3 | $2.96M | Buy |
64,321
+430
| +0.7% | +$19.8K | 0.01% | 1010 |
|
|
2014
Q2 | $3.18M | Buy |
63,891
+25,880
| +68% | +$1.29M | 0.01% | 1021 |
|
|
2014
Q1 | $2M | Sell |
38,011
-2,300
| -6% | -$121K | 0.01% | 1137 |
|
|
2013
Q4 | $1.9M | Sell |
40,311
-1,330
| -3% | -$62.6K | 0.01% | 1141 |
|
|
2013
Q3 | $1.6M | Sell |
41,641
-3,230
| -7% | -$124K | 0.01% | 1165 |
|
|
2013
Q2 | $1.69M | Buy |
+44,871
| New | +$1.69M | 0.01% | 1151 |
|