Tokio Marine 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
2025
Q2
$1.05M Sell
2025
Q1
$12.5M Sell
2024
Q4
$14.4M Buy
2024
Q3
$516K Buy
2024
Q2
$606K Hold
2024
Q1
$573K Buy
2023
Q4
$479K Buy
2023
Q3
$453K Buy
2023
Q2
$396K Buy
2023
Q1
$345K Buy
2022
Q4
$278K Buy