TD 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
Q2 | $245M | Sell |
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|
2025
Q1 | $223M | Sell |
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|
2024
Q4 | $275M | Sell |
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|
2024
Q3 | $209M | Buy |
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|
2024
Q2 | $246M | Sell |
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|
2024
Q1 | $292M | Buy |
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|
2023
Q4 | $189M | Buy |
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|
2023
Q3 | $51M | Buy |
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|
2023
Q2 | $45.6M | Buy |
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|
2023
Q1 | $36M | Sell |
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|
2022
Q4 | $39M | Sell |
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|
2022
Q3 | $58.7M | Sell |
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|
2022
Q2 | $56.8M | Buy |
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|
2022
Q1 | $54.3M | Sell |
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|
2021
Q4 | $58.8M | Sell |
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|
2021
Q3 | $60.9M | Sell |
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|
2021
Q2 | $55.1M | Buy |
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|
2021
Q1 | $52.8M | Sell |
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|
2020
Q4 | $61.1M | Buy |
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|
2020
Q3 | $20.6M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.24M | Sell |
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|
2015
Q4 | $5.25M | Buy |
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|
2015
Q3 | $4.5M | Buy |
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|
2015
Q2 | $4.97M | Hold |
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|
2015
Q1 | $4.69M | Buy |
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|
2014
Q4 | $4.59M | Buy |
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|
2014
Q3 | $4.1M | Buy |
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|
2014
Q2 | $4.33M | Buy |
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|
2014
Q1 | $3.73M | Buy |
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