TAM
Tocqueville Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Buy |
+18,719
| New | +$7.02M | 0.11% | 185 |
|
|
2023
Q4 | – | Sell |
-12,048
| Closed | -$2.86M | – | 534 |
|
|
2023
Q3 | $2.86M | Buy |
12,048
+509
| +4% | +$121K | 0.05% | 225 |
|
|
2023
Q2 | $2.51M | Sell |
11,539
-75
| -0.6% | -$16.3K | 0.04% | 244 |
|
|
2023
Q1 | $2.35M | Buy |
11,614
+31
| +0.3% | +$6.27K | 0.04% | 253 |
|
|
2022
Q4 | $2.5M | Sell |
11,583
-2,487
| -18% | -$538K | 0.05% | 257 |
|
|
2022
Q3 | $3.07M | Hold |
14,070
| – | – | 0.06% | 235 |
|
|
2022
Q2 | $2.6M | Sell |
14,070
-1,001
| -7% | -$185K | 0.05% | 282 |
|
|
2022
Q1 | $2.75M | Sell |
15,071
-2
| -0% | -$365 | 0.04% | 309 |
|
|
2021
Q4 | $2.41M | Sell |
15,073
-1
| -0% | -$160 | 0.03% | 358 |
|
|
2021
Q3 | $2.36M | Sell |
15,074
-1,961
| -12% | -$307K | 0.04% | 341 |
|
|
2021
Q2 | $2.3M | Buy |
17,035
+3,910
| +30% | +$528K | 0.03% | 358 |
|
|
2021
Q1 | $1.87M | Buy |
+13,125
| New | +$1.87M | 0.03% | 375 |
|