Tokio Marine Asset Management’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 | $1.05M | Sell |
2,796
-35,385
| -93% | -$13.3M | 0.04% | 316 |
|
|
2025
Q1 | $12.5M | Sell |
38,181
-5,903
| -13% | -$1.93M | 0.45% | 38 |
|
|
2024
Q4 | $14.4M | Buy |
44,084
+41,866
| +1,888% | +$13.7M | 0.51% | 35 |
|
|
2024
Q3 | $516K | Buy |
2,218
+49
| +2% | +$11.4K | 0.02% | 456 |
|
|
2024
Q2 | $606K | Hold |
2,169
| – | – | 0.03% | 378 |
|
|
2024
Q1 | $573K | Buy |
2,169
+65
| +3% | +$17.2K | 0.03% | 400 |
|
|
2023
Q4 | $479K | Buy |
2,104
+198
| +10% | +$45.1K | 0.03% | 408 |
|
|
2023
Q3 | $453K | Buy |
1,906
+86
| +5% | +$20.4K | 0.03% | 380 |
|
|
2023
Q2 | $396K | Buy |
1,820
+113
| +7% | +$24.6K | 0.03% | 411 |
|
|
2023
Q1 | $345K | Buy |
1,707
+421
| +33% | +$85.2K | 0.02% | 424 |
|
|
2022
Q4 | $278K | Buy |
+1,286
| New | +$278K | 0.02% | 447 |
|