Toronto Dominion Bank’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
$3.26M Sell
10,836
-2,191
-17% -$735K 0.01% 990
2025
Q4
$4.65M Sell
13,027
-159
-1% -$56.2K 0.01% 870
2025
Q3
$4.39M Sell
13,186
-1,372
-9% -$497K 0.01% 833
2025
Q2
$5.46M Buy
14,558
+3,296
+29% +$1.15M 0.01% 733
2025
Q1
$3.68M Buy
11,262
+1,488
+15% +$518K 0.01% 769
2024
Q4
$3.19M Sell
9,774
-36,858
-79% -$10.9M 0.01% 815
2024
Q3
$10.8M Sell
46,632
-42,321
-48% -$9.54M 0.02% 442
2024
Q2
$24.8M Buy
88,953
+21,740
+32% +$5.9M 0.05% 272
2024
Q1
$17.8M Buy
67,213
+57,396
+585% +$14.5M 0.03% 359
2023
Q4
$2.23M Sell
9,817
-5,002
-34% -$1.12M ﹤0.01% 842
2023
Q3
$3.52M Sell
14,819
-4,053
-21% -$941K 0.01% 765
2023
Q2
$4.1M Sell
18,872
-3,201
-15% -$641K 0.01% 753
2023
Q1
$4.46M Sell
22,073
-1,009
-4% -$231K 0.01% 710
2022
Q4
$4.99M Buy
23,082
+6,264
+37% +$1.46M 0.01% 685
2022
Q3
$3.67M Sell
16,818
-1,047
-6% -$223K 0.01% 741
2022
Q2
$3.29M Buy
+17,865
New +$3.39M 0.01% 650
2019
Q3
Sell
-496
Closed -$16K 1582
2019
Q2
$16K Buy
+496
New +$39.2K ﹤0.01% 1261
2018
Q3
Sell
-248
Closed -$16K 1501
2018
Q2
$16K Buy
+248
New +$16.3K ﹤0.01% 1278

Other funds holding LPLA