Sterling Capital Management’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 | $5.64M | Sell |
15,031
-127
| -0.8% | -$47.6K | 0.08% | 171 |
|
|
2025
Q1 | $4.96M | Buy |
15,158
+2,155
| +17% | +$705K | 0.08% | 163 |
|
|
2024
Q4 | $4.25M | Buy |
13,003
+491
| +4% | +$160K | 0.06% | 256 |
|
|
2024
Q3 | $2.91M | Buy |
+12,512
| New | +$2.91M | 0.04% | 309 |
|
|
2019
Q3 | $2.18M | Sell |
26,630
-9,150
| -26% | -$749K | 0.02% | 397 |
|
|
2019
Q2 | $2.92M | Sell |
35,780
-4,000
| -10% | -$326K | 0.03% | 340 |
|
|
2019
Q1 | $2.77M | Buy |
39,780
+350
| +0.9% | +$24.4K | 0.03% | 341 |
|
|
2018
Q4 | $2.41M | Buy |
39,430
+34,100
| +640% | +$2.08M | 0.03% | 344 |
|
|
2018
Q3 | $344K | Hold |
5,330
| – | – | ﹤0.01% | 809 |
|
|
2018
Q2 | $349K | Buy |
+5,330
| New | +$349K | ﹤0.01% | 781 |
|
|
2014
Q4 | – | Sell |
-27,441
| Closed | -$1.26M | – | 936 |
|
|
2014
Q3 | $1.26M | Sell |
27,441
-7,453
| -21% | -$343K | 0.02% | 550 |
|
|
2014
Q2 | $1.74M | Sell |
34,894
-3,332
| -9% | -$166K | 0.02% | 400 |
|
|
2014
Q1 | $2.01M | Buy |
38,226
+731
| +2% | +$38.4K | 0.02% | 330 |
|
|
2013
Q4 | $1.76M | Buy |
+37,495
| New | +$1.76M | 0.02% | 271 |
|