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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61.4M | Sell |
204,248
-2,097
| -1% | -$704K | 0.08% | 208 |
|
|
2025
Q4 | $73.7M | Sell |
206,345
-3,302
| -2% | -$1.17M | 0.1% | 186 |
|
|
2025
Q3 | $69.7M | Buy |
209,647
+1,385
| +0.7% | +$502K | 0.09% | 191 |
|
|
2025
Q2 | $78.1M | Buy |
208,262
+2,777
| +1% | +$973K | 0.11% | 167 |
|
|
2025
Q1 | $67.2M | Buy |
205,485
+13,332
| +7% | +$4.64M | 0.11% | 178 |
|
|
2024
Q4 | $62.7M | Buy |
192,153
+14,106
| +8% | +$4.17M | 0.1% | 192 |
|
|
2024
Q3 | $41.4M | Buy |
178,047
+7,199
| +4% | +$1.62M | 0.07% | 260 |
|
|
2024
Q2 | $47.7M | Buy |
170,848
+6,646
| +4% | +$1.8M | 0.07% | 241 |
|
|
2024
Q1 | $43.4M | Buy |
164,202
+34,163
| +26% | +$8.62M | 0.07% | 258 |
|
|
2023
Q4 | $29.6M | Sell |
130,039
-1,493
| -1% | -$336K | 0.05% | 324 |
|
|
2023
Q3 | $31.3M | Buy |
131,532
+7,953
| +6% | +$1.85M | 0.05% | 307 |
|
|
2023
Q2 | $26.9M | Buy |
123,579
+4,528
| +4% | +$907K | 0.04% | 330 |
|
|
2023
Q1 | $24.1M | Buy |
119,051
+66,928
| +128% | +$15.3M | 0.04% | 344 |
|
|
2022
Q4 | $11.3M | Sell |
52,123
-3,061
| -6% | -$716K | 0.02% | 530 |
|
|
2022
Q3 | $12.1M | Buy |
55,184
+9,347
| +20% | +$1.99M | 0.02% | 503 |
|
|
2022
Q2 | $8.46M | Buy |
45,837
+4,391
| +11% | +$834K | 0.02% | 625 |
|
|
2022
Q1 | $7.57M | Buy |
41,446
+4,162
| +11% | +$725K | 0.01% | 731 |
|
|
2021
Q4 | $5.97M | Buy |
37,284
+1,970
| +6% | +$325K | 0.01% | 827 |
|
|
2021
Q3 | $5.54M | Buy |
35,314
+3,006
| +9% | +$432K | 0.01% | 842 |
|
|
2021
Q2 | $4.36M | Buy |
32,308
+4,457
| +16% | +$648K | 0.01% | 936 |
|
|
2021
Q1 | $3.96M | Buy |
27,851
+12,109
| +77% | +$1.55M | 0.01% | 946 |
|
|
2020
Q4 | $1.64M | Buy |
15,742
+8,542
| +119% | +$768K | ﹤0.01% | 1261 |
|
|
2020
Q3 | $552K | Buy |
7,200
+620
| +9% | +$49.2K | ﹤0.01% | 1676 |
|
|
2020
Q2 | $515K | Sell |
6,580
-105
| -2% | -$7.02K | ﹤0.01% | 1608 |
|
|
2020
Q1 | $364K | Sell |
6,685
-3,285
| -33% | -$265K | ﹤0.01% | 1742 |
|
|
2019
Q4 | $919K | Buy |
+9,970
| New | +$856K | ﹤0.01% | 1488 |
|
Other funds holding LPLA
VPM
VCM
SC
