Tower Research Capital (TRC)’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 | $13.5K | Sell |
45
-416
| -90% | -$140K | ﹤0.01% | 3736 |
|
|
2025
Q4 | $165K | Sell |
461
-1,483
| -76% | -$525K | ﹤0.01% | 1587 |
|
|
2025
Q3 | $647K | Buy |
1,944
+1,324
| +214% | +$480K | 0.02% | 712 |
|
|
2025
Q2 | $232K | Sell |
620
-3,489
| -85% | -$1.22M | 0.01% | 1646 |
|
|
2025
Q1 | $1.34M | Buy |
4,109
+2,503
| +156% | +$872K | 0.04% | 395 |
|
|
2024
Q4 | $524K | Sell |
1,606
-4,421
| -73% | -$1.31M | 0.01% | 1024 |
|
|
2024
Q3 | $1.4M | Buy |
6,027
+5,358
| +801% | +$1.21M | 0.04% | 391 |
|
|
2024
Q2 | $187K | Sell |
669
-704
| -51% | -$191K | ﹤0.01% | 2130 |
|
|
2024
Q1 | $363K | Buy |
1,373
+401
| +41% | +$101K | 0.01% | 1055 |
|
|
2023
Q4 | $221K | Buy |
972
+660
| +212% | +$148K | ﹤0.01% | 2020 |
|
|
2023
Q3 | $74.1K | Buy |
312
+120
| +63% | +$27.9K | ﹤0.01% | 2218 |
|
|
2023
Q2 | $41.7K | Sell |
192
-4,950
| -96% | -$991K | ﹤0.01% | 2732 |
|
|
2023
Q1 | $1.04M | Buy |
5,142
+3,340
| +185% | +$764K | 0.03% | 424 |
|
|
2022
Q4 | $389K | Sell |
1,802
-6,259
| -78% | -$1.46M | 0.02% | 853 |
|
|
2022
Q3 | $1.76M | Buy |
8,061
+7,796
| +2,942% | +$1.66M | 0.03% | 472 |
|
|
2022
Q2 | $49K | Sell |
265
-1,196
| -82% | -$227K | ﹤0.01% | 2895 |
|
|
2022
Q1 | $267K | Sell |
1,461
-75
| -5% | -$13.1K | ﹤0.01% | 1536 |
|
|
2021
Q4 | $245K | Buy |
1,536
+1,084
| +240% | +$179K | ﹤0.01% | 1608 |
|
|
2021
Q3 | $71K | Sell |
452
-2,791
| -86% | -$401K | ﹤0.01% | 2678 |
|
|
2021
Q2 | $438K | Buy |
3,243
+223
| +7% | +$32.4K | 0.01% | 1289 |
|
|
2021
Q1 | $430K | Sell |
3,020
-3,204
| -51% | -$409K | 0.01% | 1366 |
|
|
2020
Q4 | $649K | Sell |
6,224
-5,196
| -45% | -$467K | 0.02% | 804 |
|
|
2020
Q3 | $876K | Buy |
11,420
+11,384
| +31,622% | +$904K | 0.01% | 1112 |
|
|
2020
Q2 | $3K | Sell |
36
-3,510
| -99% | -$235K | ﹤0.01% | 4414 |
|
|
2020
Q1 | $193K | Sell |
3,546
-554
| -14% | -$44.7K | 0.01% | 770 |
|
|
2019
Q4 | $378K | Buy |
4,100
+3,186
| +349% | +$273K | 0.03% | 367 |
|
|
2019
Q3 | $75K | Buy |
+914
| New | +$73.1K | 0.01% | 1519 |
|
|
2018
Q4 | – | Sell |
-157
| Closed | -$10K | – | 4125 |
|
|
2018
Q3 | $10K | Buy |
+157
| New | +$10.4K | ﹤0.01% | 2763 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$1K | – | 3885 |
|
|
2018
Q1 | $1K | Buy |
+20
| New | +$1.24K | ﹤0.01% | 3082 |
|
|
2017
Q4 | – | Sell |
-238
| Closed | -$12K | – | 3834 |
|
|
2017
Q3 | $12K | Buy |
+238
| New | +$11K | ﹤0.01% | 2992 |
|
|
2017
Q2 | – | Sell |
-215
| Closed | -$9K | – | 3179 |
|
|
2017
Q1 | $9K | Sell |
215
-877
| -80% | -$34.5K | ﹤0.01% | 1849 |
|
|
2016
Q4 | $39K | Buy |
+1,092
| New | +$38.2K | ﹤0.01% | 1590 |
|
|
2016
Q1 | – | Sell |
-2,192
| Closed | -$94K | – | 4586 |
|
|
2015
Q4 | $94K | Buy |
2,192
+474
| +28% | +$20.2K | 0.02% | 316 |
|
|
2015
Q3 | $68K | Buy |
1,718
+608
| +55% | +$26.2K | 0.01% | 808 |
|
|
2015
Q2 | $52K | Sell |
1,110
-3,750
| -77% | -$162K | ﹤0.01% | 1330 |
|
|
2015
Q1 | $213K | Buy |
4,860
+4,380
| +913% | +$194K | 0.03% | 388 |
|
|
2014
Q4 | $22K | Buy |
480
+219
| +84% | +$9.42K | ﹤0.01% | 1529 |
|
|
2014
Q3 | $12K | Sell |
261
-14,224
| -98% | -$685K | ﹤0.01% | 2707 |
|
|
2014
Q2 | $721K | Buy |
14,485
+12,106
| +509% | +$587K | 0.09% | 153 |
|
|
2014
Q1 | $125K | Buy |
2,379
+1,029
| +76% | +$54.3K | 0.02% | 600 |
|
|
2013
Q4 | $64K | Buy |
1,350
+1,264
| +1,470% | +$53K | 0.01% | 1191 |
|
|
2013
Q3 | $3K | Sell |
86
-4,542
| -98% | -$174K | ﹤0.01% | 3953 |
|
|
2013
Q2 | $175K | Buy |
+4,628
| New | +$165K | 0.01% | 290 |
|
Other funds holding LPLA
VPM
VCM
SC
