Truist Financial’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.1M | Buy |
208,262
+2,777
| +1% | +$1.04M | 0.11% | 166 |
|
|
2025
Q1 | $67.2M | Buy |
205,485
+13,332
| +7% | +$4.36M | 0.11% | 177 |
|
|
2024
Q4 | $62.7M | Buy |
192,153
+14,106
| +8% | +$4.61M | 0.1% | 191 |
|
|
2024
Q3 | $41.4M | Buy |
178,047
+7,199
| +4% | +$1.67M | 0.06% | 258 |
|
|
2024
Q2 | $47.7M | Buy |
170,848
+6,646
| +4% | +$1.86M | 0.07% | 240 |
|
|
2024
Q1 | $43.4M | Buy |
164,202
+34,163
| +26% | +$9.03M | 0.07% | 257 |
|
|
2023
Q4 | $29.6M | Sell |
130,039
-1,493
| -1% | -$340K | 0.05% | 323 |
|
|
2023
Q3 | $31.3M | Buy |
131,532
+7,953
| +6% | +$1.89M | 0.05% | 306 |
|
|
2023
Q2 | $26.9M | Buy |
123,579
+4,528
| +4% | +$985K | 0.04% | 329 |
|
|
2023
Q1 | $24.1M | Buy |
119,051
+66,928
| +128% | +$13.5M | 0.04% | 343 |
|
|
2022
Q4 | $11.3M | Sell |
52,123
-3,061
| -6% | -$662K | 0.02% | 529 |
|
|
2022
Q3 | $12.1M | Buy |
55,184
+9,347
| +20% | +$2.04M | 0.02% | 501 |
|
|
2022
Q2 | $8.46M | Buy |
45,837
+4,391
| +11% | +$810K | 0.02% | 624 |
|
|
2022
Q1 | $7.57M | Buy |
41,446
+4,162
| +11% | +$760K | 0.01% | 729 |
|
|
2021
Q4 | $5.97M | Buy |
37,284
+1,970
| +6% | +$315K | 0.01% | 823 |
|
|
2021
Q3 | $5.54M | Buy |
35,314
+3,006
| +9% | +$471K | 0.01% | 839 |
|
|
2021
Q2 | $4.36M | Buy |
32,308
+4,457
| +16% | +$601K | 0.01% | 933 |
|
|
2021
Q1 | $3.96M | Buy |
27,851
+12,109
| +77% | +$1.72M | 0.01% | 942 |
|
|
2020
Q4 | $1.64M | Buy |
15,742
+8,542
| +119% | +$890K | ﹤0.01% | 1255 |
|
|
2020
Q3 | $552K | Buy |
7,200
+620
| +9% | +$47.5K | ﹤0.01% | 1661 |
|
|
2020
Q2 | $515K | Sell |
6,580
-105
| -2% | -$8.22K | ﹤0.01% | 1598 |
|
|
2020
Q1 | $364K | Sell |
6,685
-3,285
| -33% | -$179K | ﹤0.01% | 1721 |
|
|
2019
Q4 | $919K | Buy |
+9,970
| New | +$919K | ﹤0.01% | 1474 |
|