TOBAM’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 | $4.41M | Sell |
|
|||||
|
2025
Q1 | $5.34M | Sell |
|
|||||
|
2024
Q4 | $6.57M | Sell |
|
|||||
|
2024
Q3 | $9.79M | Buy |
|
|||||
|
2024
Q2 | $7.75M | Sell |
|
|||||
|
2024
Q1 | $11M | Buy |
|
|||||
|
2023
Q4 | $4.72M | Buy |
|
|||||
|
2023
Q3 | $4.89M | Sell |
|
|||||
|
2023
Q2 | $4.88M | Sell |
|
|||||
|
2023
Q1 | $4.71M | Buy |
|
|||||
|
2022
Q4 | $288K | Buy |
|
|||||
|
2022
Q3 | $84K | Hold |
|
|||||
|
2022
Q2 | $71K | Hold |
|
|||||
|
2022
Q1 | $71K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $30K | Buy |
|