Sumitomo Life Insurance’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 | $1.35M | Sell |
3,606
-210
| -6% | -$78.7K | 0.09% | 151 |
|
|
2025
Q1 | $1.25M | Sell |
3,816
-66
| -2% | -$21.6K | 0.04% | 165 |
|
|
2024
Q4 | $1.27M | Sell |
3,882
-150
| -4% | -$49K | 0.02% | 167 |
|
|
2024
Q3 | $938K | Sell |
4,032
-4,582
| -53% | -$1.07M | 0.02% | 201 |
|
|
2024
Q2 | $2.41M | Buy |
8,614
+631
| +8% | +$176K | 0.06% | 96 |
|
|
2024
Q1 | $2.11M | Sell |
7,983
-191
| -2% | -$50.5K | 0.05% | 116 |
|
|
2023
Q4 | $1.86M | Sell |
8,174
-235
| -3% | -$53.5K | 0.06% | 117 |
|
|
2023
Q3 | $2M | Buy |
8,409
+1,048
| +14% | +$249K | 0.06% | 98 |
|
|
2023
Q2 | $1.6M | Buy |
7,361
+72
| +1% | +$15.7K | 0.07% | 123 |
|
|
2023
Q1 | $1.48M | Sell |
7,289
-55
| -0.7% | -$11.1K | 0.12% | 132 |
|
|
2022
Q4 | $1.59M | Sell |
7,344
-793
| -10% | -$171K | 0.12% | 122 |
|
|
2022
Q3 | $1.78M | Buy |
8,137
+218
| +3% | +$47.6K | 0.08% | 93 |
|
|
2022
Q2 | $1.46M | Buy |
7,919
+84
| +1% | +$15.5K | 0.04% | 135 |
|
|
2022
Q1 | $1.43M | Sell |
7,835
-205
| -3% | -$37.4K | 0.04% | 158 |
|
|
2021
Q4 | $1.29M | Buy |
8,040
+1,799
| +29% | +$288K | 0.03% | 184 |
|
|
2021
Q3 | $978K | Sell |
6,241
-275
| -4% | -$43.1K | 0.03% | 215 |
|
|
2021
Q2 | $880K | Buy |
+6,516
| New | +$880K | 0.03% | 238 |
|