UMB Bank’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
Q3 | $1.21M | Sell |
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|
2025
Q2 | $15.4M | Buy |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $4.85M | Buy |
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|
2024
Q3 | $34.7K | Sell |
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|
2024
Q2 | $47.8K | Sell |
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|
2024
Q1 | $51.5K | Hold |
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|
2023
Q4 | $44.4K | Hold |
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|
2023
Q3 | $46.3K | Buy |
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|
2023
Q2 | $40.9K | Hold |
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|
2023
Q1 | $38.1K | Sell |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $298K | Buy |
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