Sumitomo Mitsui Trust Group’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
Q4 | $63M | Sell |
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|
2025
Q3 | $61.1M | Buy |
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|
2025
Q2 | $68.5M | Buy |
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|
2025
Q1 | $56.5M | Sell |
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|
2024
Q4 | $56.5M | Sell |
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|
2024
Q3 | $40.8M | Buy |
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|
2024
Q2 | $47.7M | Sell |
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|
2024
Q1 | $49.6M | Sell |
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|
2023
Q4 | $47M | Buy |
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|
2023
Q3 | $46.3M | Sell |
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|
2023
Q2 | $46.4M | Sell |
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|
2023
Q1 | $48.4M | Buy |
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|
2022
Q4 | $47.9M | Sell |
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|
2022
Q3 | $49M | Sell |
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|
2022
Q2 | $42.1M | Buy |
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|
2022
Q1 | $972K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $501K | Buy |
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|
2019
Q4 | $600K | Sell |
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|
2019
Q3 | $2.4M | Buy |
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