TD Waterhouse Canada’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 | $72K | Buy |
193
+150
| +349% | +$55.9K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $14.4K | Buy |
43
+8
| +23% | +$2.67K | ﹤0.01% | 1335 |
|
|
2024
Q4 | $11.4K | Sell |
35
-4
| -10% | -$1.31K | ﹤0.01% | 1384 |
|
|
2024
Q3 | $8.95K | Sell |
39
-583
| -94% | -$134K | ﹤0.01% | 1383 |
|
|
2024
Q2 | $175K | Buy |
622
+86
| +16% | +$24.3K | ﹤0.01% | 789 |
|
|
2024
Q1 | $154K | Buy |
536
+261
| +95% | +$75K | ﹤0.01% | 817 |
|
|
2023
Q4 | $69.5K | Buy |
275
+151
| +122% | +$38.1K | ﹤0.01% | 880 |
|
|
2023
Q3 | $37.1K | Buy |
124
+66
| +114% | +$19.8K | ﹤0.01% | 979 |
|
|
2023
Q2 | $16.7K | Buy |
58
+49
| +544% | +$14.1K | ﹤0.01% | 1146 |
|
|
2023
Q1 | $2.39K | Hold |
9
| – | – | ﹤0.01% | 1497 |
|
|
2022
Q4 | $2.67K | Sell |
9
-50
| -85% | -$14.8K | ﹤0.01% | 1451 |
|
|
2022
Q3 | $14K | Hold |
59
| – | – | ﹤0.01% | 1169 |
|
|
2022
Q2 | $11.2K | Buy |
+59
| New | +$11.2K | ﹤0.01% | 1231 |
|