Sumitomo Mitsui Trust Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.5M | Buy |
182,689
+9,960
| +6% | +$3.73M | 0.04% | 372 |
|
|
2025
Q1 | $56.5M | Sell |
172,729
-295
| -0.2% | -$96.5K | 0.04% | 411 |
|
|
2024
Q4 | $56.5M | Sell |
173,024
-2,175
| -1% | -$710K | 0.04% | 421 |
|
|
2024
Q3 | $40.8M | Buy |
175,199
+4,572
| +3% | +$1.06M | 0.03% | 501 |
|
|
2024
Q2 | $47.7M | Sell |
170,627
-17,156
| -9% | -$4.79M | 0.04% | 440 |
|
|
2024
Q1 | $49.6M | Sell |
187,783
-18,737
| -9% | -$4.95M | 0.03% | 494 |
|
|
2023
Q4 | $47M | Buy |
206,520
+11,736
| +6% | +$2.67M | 0.03% | 488 |
|
|
2023
Q3 | $46.3M | Sell |
194,784
-18,584
| -9% | -$4.42M | 0.04% | 476 |
|
|
2023
Q2 | $46.4M | Sell |
213,368
-25,700
| -11% | -$5.59M | 0.04% | 493 |
|
|
2023
Q1 | $48.4M | Buy |
239,068
+17,398
| +8% | +$3.52M | 0.04% | 507 |
|
|
2022
Q4 | $47.9M | Sell |
221,670
-2,376
| -1% | -$514K | 0.04% | 504 |
|
|
2022
Q3 | $49M | Sell |
224,046
-4,257
| -2% | -$930K | 0.04% | 487 |
|
|
2022
Q2 | $42.1M | Buy |
228,303
+222,983
| +4,191% | +$41.1M | 0.03% | 565 |
|
|
2022
Q1 | $972K | Buy |
+5,320
| New | +$972K | ﹤0.01% | 1050 |
|
|
2021
Q4 | – | Sell |
-1,321
| Closed | -$207K | – | 1187 |
|
|
2021
Q3 | $207K | Buy |
+1,321
| New | +$207K | ﹤0.01% | 1172 |
|
|
2020
Q2 | – | Sell |
-9,207
| Closed | -$501K | – | 1122 |
|
|
2020
Q1 | $501K | Buy |
9,207
+2,704
| +42% | +$147K | ﹤0.01% | 999 |
|
|
2019
Q4 | $600K | Sell |
6,503
-22,848
| -78% | -$2.11M | ﹤0.01% | 999 |
|
|
2019
Q3 | $2.4M | Buy |
+29,351
| New | +$2.4M | ﹤0.01% | 860 |
|