Swedbank’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.43M | Hold |
22,487
| – | – | 0.01% | 497 |
|
|
2025
Q1 | $7.36M | Hold |
22,487
| – | – | 0.01% | 506 |
|
|
2024
Q4 | $7.34M | Buy |
22,487
+6,058
| +37% | +$1.98M | 0.01% | 503 |
|
|
2024
Q3 | $3.82M | Buy |
16,429
+2,720
| +20% | +$633K | ﹤0.01% | 566 |
|
|
2024
Q2 | $3.83M | Sell |
13,709
-100
| -0.7% | -$27.9K | 0.01% | 563 |
|
|
2024
Q1 | $3.65M | Sell |
13,809
-349
| -2% | -$92.2K | 0.03% | 423 |
|
|
2023
Q4 | $3.22M | Hold |
14,158
| – | – | 0.01% | 557 |
|
|
2023
Q3 | $3.36M | Buy |
14,158
+173
| +1% | +$41.1K | 0.01% | 549 |
|
|
2023
Q2 | $3.04M | Sell |
13,985
-19,442
| -58% | -$4.23M | 0.01% | 568 |
|
|
2023
Q1 | $6.77M | Sell |
33,427
-187
| -0.6% | -$37.8K | 0.01% | 469 |
|
|
2022
Q4 | $7.27M | Buy |
33,614
+2,127
| +7% | +$460K | 0.02% | 461 |
|
|
2022
Q3 | $6.88M | Buy |
31,487
+31,033
| +6,835% | +$6.78M | 0.02% | 454 |
|
|
2022
Q2 | $83.8K | Buy |
+454
| New | +$83.8K | ﹤0.01% | 734 |
|