Toronto Dominion Bank’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 | $5.46M | Buy |
14,558
+3,296
| +29% | +$1.24M | 0.01% | 605 |
|
|
2025
Q1 | $3.68M | Buy |
11,262
+1,488
| +15% | +$487K | 0.01% | 627 |
|
|
2024
Q4 | $3.19M | Sell |
9,774
-36,858
| -79% | -$12M | 0.01% | 666 |
|
|
2024
Q3 | $10.8M | Sell |
46,632
-42,321
| -48% | -$9.85M | 0.02% | 380 |
|
|
2024
Q2 | $24.8M | Buy |
88,953
+21,740
| +32% | +$6.07M | 0.04% | 225 |
|
|
2024
Q1 | $17.8M | Buy |
67,213
+57,396
| +585% | +$15.2M | 0.03% | 314 |
|
|
2023
Q4 | $2.23M | Sell |
9,817
-5,002
| -34% | -$1.14M | ﹤0.01% | 712 |
|
|
2023
Q3 | $3.52M | Sell |
14,819
-4,053
| -21% | -$963K | 0.01% | 660 |
|
|
2023
Q2 | $4.1M | Sell |
18,872
-3,201
| -15% | -$695K | 0.01% | 653 |
|
|
2023
Q1 | $4.47M | Sell |
22,073
-1,009
| -4% | -$204K | 0.01% | 609 |
|
|
2022
Q4 | $4.99M | Buy |
23,082
+6,264
| +37% | +$1.35M | 0.01% | 566 |
|
|
2022
Q3 | $3.67M | Sell |
16,818
-1,047
| -6% | -$229K | 0.01% | 603 |
|
|
2022
Q2 | $3.3M | Buy |
+17,865
| New | +$3.3M | 0.01% | 646 |
|
|
2019
Q3 | – | Sell |
-496
| Closed | -$16K | – | 1190 |
|
|
2019
Q2 | $16K | Buy |
+496
| New | +$16K | ﹤0.01% | 928 |
|
|
2018
Q3 | – | Sell |
-248
| Closed | -$16K | – | 1133 |
|
|
2018
Q2 | $16K | Buy |
+248
| New | +$16K | ﹤0.01% | 972 |
|