Truist Financial’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
$78.1M Buy
2025
Q1
$67.2M Buy
2024
Q4
$62.7M Buy
2024
Q3
$41.4M Buy
2024
Q2
$47.7M Buy
2024
Q1
$43.4M Buy
2023
Q4
$29.6M Sell
2023
Q3
$31.3M Buy
2023
Q2
$26.9M Buy
2023
Q1
$24.1M Buy
2022
Q4
$11.3M Sell
2022
Q3
$12.1M Buy
2022
Q2
$8.46M Buy
2022
Q1
$7.57M Buy
2021
Q4
$5.97M Buy
2021
Q3
$5.54M Buy
2021
Q2
$4.36M Buy
2021
Q1
$3.96M Buy
2020
Q4
$1.64M Buy
2020
Q3
$552K Buy
2020
Q2
$515K Sell
2020
Q1
$364K Sell
2019
Q4
$919K Buy