Tocqueville 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $5.24M | Sell |
|
|||||
|
2025
Q3 | $4.94M | Sell |
|
|||||
|
2025
Q2 | $7.02M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $2.86M | Buy |
|
|||||
|
2023
Q2 | $2.51M | Sell |
|
|||||
|
2023
Q1 | $2.35M | Buy |
|
|||||
|
2022
Q4 | $2.5M | Sell |
|
|||||
|
2022
Q3 | $3.07M | Hold |
|
|||||
|
2022
Q2 | $2.6M | Sell |
|
|||||
|
2022
Q1 | $2.75M | Sell |
|
|||||
|
2021
Q4 | $2.41M | Sell |
|
|||||
|
2021
Q3 | $2.36M | Sell |
|
|||||
|
2021
Q2 | $2.3M | Buy |
|
|||||
|
2021
Q1 | $1.87M | Buy |
|