Stifel Financial’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 | $49.5M | Sell |
164,557
-16,642
| -9% | -$5.58M | 0.05% | 368 |
|
|
2025
Q4 | $64.7M | Sell |
181,199
-5,629
| -3% | -$1.99M | 0.06% | 315 |
|
|
2025
Q3 | $62.2M | Sell |
186,828
-11,311
| -6% | -$4.1M | 0.06% | 322 |
|
|
2025
Q2 | $74.3M | Buy |
198,139
+10,881
| +6% | +$3.81M | 0.07% | 269 |
|
|
2025
Q1 | $61.3M | Buy |
187,258
+21,967
| +13% | +$7.65M | 0.07% | 285 |
|
|
2024
Q4 | $54M | Buy |
165,291
+42,460
| +35% | +$12.6M | 0.06% | 312 |
|
|
2024
Q3 | $28.6M | Sell |
122,831
-22,192
| -15% | -$5M | 0.03% | 452 |
|
|
2024
Q2 | $40.5M | Buy |
145,023
+3,283
| +2% | +$891K | 0.05% | 345 |
|
|
2024
Q1 | $37.4M | Buy |
141,740
+43,773
| +45% | +$11M | 0.04% | 363 |
|
|
2023
Q4 | $22.3M | Sell |
97,967
-9,805
| -9% | -$2.2M | 0.03% | 474 |
|
|
2023
Q3 | $25.6M | Buy |
107,772
+1,305
| +1% | +$303K | 0.04% | 402 |
|
|
2023
Q2 | $23.1M | Sell |
106,467
-397
| -0.4% | -$79.5K | 0.03% | 424 |
|
|
2023
Q1 | $21.6M | Sell |
106,864
-4,216
| -4% | -$964K | 0.03% | 440 |
|
|
2022
Q4 | $24M | Sell |
111,080
-33,320
| -23% | -$7.79M | 0.04% | 402 |
|
|
2022
Q3 | $31.5M | Buy |
144,400
+1,224
| +0.9% | +$260K | 0.05% | 314 |
|
|
2022
Q2 | $26.4M | Buy |
143,176
+23,781
| +20% | +$4.52M | 0.04% | 366 |
|
|
2022
Q1 | $21.8M | Buy |
119,395
+11,789
| +11% | +$2.05M | 0.03% | 477 |
|
|
2021
Q4 | $17.2M | Buy |
107,606
+6,266
| +6% | +$1.03M | 0.02% | 548 |
|
|
2021
Q3 | $15.9M | Buy |
101,340
+5,838
| +6% | +$839K | 0.02% | 547 |
|
|
2021
Q2 | $12.9M | Buy |
95,502
+7,699
| +9% | +$1.12M | 0.02% | 616 |
|
|
2021
Q1 | $12.5M | Buy |
87,803
+74,453
| +558% | +$9.5M | 0.02% | 591 |
|
|
2020
Q4 | $1.39M | Buy |
13,350
+2,212
| +20% | +$199K | ﹤0.01% | 1615 |
|
|
2020
Q3 | $854K | Buy |
11,138
+82
| +0.7% | +$6.51K | ﹤0.01% | 1744 |
|
|
2020
Q2 | $867K | Buy |
11,056
+3,016
| +38% | +$202K | ﹤0.01% | 1666 |
|
|
2020
Q1 | $433K | Buy |
8,040
+279
| +4% | +$22.5K | ﹤0.01% | 1957 |
|
|
2019
Q4 | $720K | Buy |
+7,761
| New | +$666K | ﹤0.01% | 2036 |
|
|
2014
Q4 | – | Sell |
-25,247
| Closed | -$1.16M | – | 2395 |
|
|
2014
Q3 | $1.16M | Buy |
+25,247
| New | +$1.22M | 0.01% | 1040 |
|
Other funds holding LPLA
VPM
VCM
SC
