Sumitomo Mitsui DS Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9M | Sell |
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|
2025
Q1 | $5.2M | Buy |
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|
2024
Q4 | $4.83M | Sell |
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|
2024
Q3 | $3.88M | Sell |
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|
2024
Q2 | $9.99M | Sell |
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|
2024
Q1 | $9.76M | Sell |
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|
2023
Q4 | $8.73M | Sell |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $8.72M | Buy |
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|
2023
Q1 | $6.26M | Buy |
|
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|
2022
Q4 | $6.67M | Sell |
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|
2022
Q3 | $8M | Sell |
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|
2022
Q2 | $7.59M | Buy |
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|
2022
Q1 | $6.54M | Sell |
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|
2021
Q4 | $8.18M | Buy |
|