Swedbank’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
Q3 | $26.8M | Buy |
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|
2025
Q2 | $8.43M | Hold |
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|
2025
Q1 | $7.36M | Hold |
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|
2024
Q4 | $7.34M | Buy |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $3.83M | Sell |
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|
2024
Q1 | $3.65M | Sell |
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|
2023
Q4 | $3.22M | Hold |
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|
2023
Q3 | $3.36M | Buy |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $6.77M | Sell |
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|
2022
Q4 | $7.27M | Buy |
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|
2022
Q3 | $6.88M | Buy |
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|
2022
Q2 | $83.8K | Buy |
|