Swiss Life Asset Management’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 | $4.12M | Sell |
|
|||||
|
2025
Q2 | $6.73M | Buy |
|
|||||
|
2025
Q1 | $3.34M | Buy |
|
|||||
|
2024
Q4 | $2.46M | Buy |
|
|||||
|
2024
Q3 | $465K | Sell |
|
|||||
|
2024
Q2 | $5.48M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $295K | Buy |
|
|||||
|
2023
Q3 | $287K | Sell |
|
|||||
|
2023
Q2 | $6.92M | Sell |
|
|||||
|
2023
Q1 | $6.79M | Buy |
|
|||||
|
2022
Q4 | $5.25M | Sell |
|
|||||
|
2022
Q3 | $5.35M | Buy |
|
|||||
|
2022
Q2 | $3.76M | Buy |
|