SMDAM
Sumitomo Mitsui DS Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9M | Sell |
15,731
-179
| -1% | -$67.1K | 0.05% | 263 |
|
|
2025
Q1 | $5.2M | Buy |
15,910
+1,114
| +8% | +$364K | 0.05% | 275 |
|
|
2024
Q4 | $4.83M | Sell |
14,796
-1,881
| -11% | -$614K | 0.05% | 287 |
|
|
2024
Q3 | $3.88M | Sell |
16,677
-19,098
| -53% | -$4.44M | 0.04% | 330 |
|
|
2024
Q2 | $9.99M | Sell |
35,775
-1,165
| -3% | -$325K | 0.12% | 151 |
|
|
2024
Q1 | $9.76M | Sell |
36,940
-1,413
| -4% | -$373K | 0.12% | 151 |
|
|
2023
Q4 | $8.73M | Sell |
38,353
-4,516
| -11% | -$1.03M | 0.11% | 181 |
|
|
2023
Q3 | $10.2M | Buy |
42,869
+2,774
| +7% | +$659K | 0.16% | 122 |
|
|
2023
Q2 | $8.72M | Buy |
40,095
+9,156
| +30% | +$1.99M | 0.13% | 144 |
|
|
2023
Q1 | $6.26M | Buy |
30,939
+86
| +0.3% | +$17.4K | 0.11% | 154 |
|
|
2022
Q4 | $6.67M | Sell |
30,853
-5,779
| -16% | -$1.25M | 0.14% | 140 |
|
|
2022
Q3 | $8M | Sell |
36,632
-4,527
| -11% | -$989K | 0.18% | 103 |
|
|
2022
Q2 | $7.59M | Buy |
41,159
+5,371
| +15% | +$991K | 0.18% | 103 |
|
|
2022
Q1 | $6.54M | Sell |
35,788
-15,298
| -30% | -$2.79M | 0.14% | 133 |
|
|
2021
Q4 | $8.18M | Buy |
+51,086
| New | +$8.18M | 0.17% | 116 |
|