Trillium 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 | $24.1M | Sell |
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|
2025
Q1 | $21.8M | Sell |
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|
2024
Q4 | $22.3M | Sell |
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $48.6M | Sell |
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|
2024
Q1 | $48.8M | Sell |
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|
2023
Q4 | $43.1M | Buy |
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|
2023
Q3 | $44.3M | Buy |
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|
2023
Q2 | $37.7M | Buy |
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|
2023
Q1 | $33.7M | Sell |
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|
2022
Q4 | $35.3M | Sell |
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|
2022
Q3 | $40.1M | Sell |
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|
2022
Q2 | $34.8M | Sell |
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|
2022
Q1 | $36.4M | Sell |
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|
2021
Q4 | $35.6M | Buy |
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|
2021
Q3 | $33.4M | Buy |
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|
2021
Q2 | $22.8M | Buy |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $2.12M | Sell |
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|
2020
Q2 | $3.08M | Sell |
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|
2020
Q1 | $2.17M | Buy |
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|
2019
Q4 | $2.38M | Buy |
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