TD Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245M | Sell |
653,239
-28,646
| -4% | -$10.7M | 0.21% | 96 |
|
|
2025
Q1 | $223M | Sell |
681,885
-159,334
| -19% | -$52.1M | 0.21% | 101 |
|
|
2024
Q4 | $275M | Sell |
841,219
-65,394
| -7% | -$21.4M | 0.24% | 81 |
|
|
2024
Q3 | $209M | Buy |
906,613
+25,438
| +3% | +$5.87M | 0.18% | 124 |
|
|
2024
Q2 | $246M | Sell |
881,175
-222,480
| -20% | -$62.1M | 0.23% | 94 |
|
|
2024
Q1 | $292M | Buy |
1,103,655
+275,286
| +33% | +$72.7M | 0.27% | 81 |
|
|
2023
Q4 | $189M | Buy |
828,369
+613,792
| +286% | +$140M | 0.19% | 104 |
|
|
2023
Q3 | $51M | Buy |
214,577
+4,875
| +2% | +$1.16M | 0.06% | 246 |
|
|
2023
Q2 | $45.6M | Buy |
209,702
+32,069
| +18% | +$6.97M | 0.05% | 277 |
|
|
2023
Q1 | $36M | Sell |
177,633
-2,986
| -2% | -$604K | 0.04% | 320 |
|
|
2022
Q4 | $39M | Sell |
180,619
-90,594
| -33% | -$19.6M | 0.05% | 303 |
|
|
2022
Q3 | $58.7M | Sell |
271,213
-36,926
| -12% | -$7.99M | 0.07% | 208 |
|
|
2022
Q2 | $56.8M | Buy |
308,139
+10,645
| +4% | +$1.96M | 0.07% | 234 |
|
|
2022
Q1 | $54.3M | Sell |
297,494
-69,976
| -19% | -$12.8M | 0.05% | 278 |
|
|
2021
Q4 | $58.8M | Sell |
367,470
-21,334
| -5% | -$3.42M | 0.05% | 290 |
|
|
2021
Q3 | $60.9M | Sell |
388,804
-1,651
| -0.4% | -$259K | 0.06% | 236 |
|
|
2021
Q2 | $55.1M | Buy |
390,455
+19,067
| +5% | +$2.69M | 0.06% | 269 |
|
|
2021
Q1 | $52.8M | Sell |
371,388
-214,409
| -37% | -$30.5M | 0.06% | 253 |
|
|
2020
Q4 | $61.1M | Buy |
585,797
+316,726
| +118% | +$33M | 0.07% | 216 |
|
|
2020
Q3 | $20.6M | Buy |
+269,071
| New | +$20.6M | 0.03% | 388 |
|
|
2016
Q2 | – | Sell |
-50,000
| Closed | -$1.24M | – | 1383 |
|
|
2016
Q1 | $1.24M | Sell |
50,000
-73,000
| -59% | -$1.81M | ﹤0.01% | 926 |
|
|
2015
Q4 | $5.25M | Buy |
123,000
+9,900
| +9% | +$422K | 0.01% | 638 |
|
|
2015
Q3 | $4.5M | Buy |
113,100
+6,100
| +6% | +$243K | 0.01% | 657 |
|
|
2015
Q2 | $4.97M | Hold |
107,000
| – | – | 0.01% | 679 |
|
|
2015
Q1 | $4.69M | Buy |
107,000
+4,000
| +4% | +$175K | 0.01% | 677 |
|
|
2014
Q4 | $4.59M | Buy |
103,000
+14,000
| +16% | +$624K | 0.01% | 685 |
|
|
2014
Q3 | $4.1M | Buy |
89,000
+2,000
| +2% | +$92.1K | 0.01% | 688 |
|
|
2014
Q2 | $4.33M | Buy |
87,000
+16,000
| +23% | +$796K | 0.01% | 692 |
|
|
2014
Q1 | $3.73M | Buy |
+71,000
| New | +$3.73M | 0.01% | 723 |
|