US Bancorp’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.71M | Sell |
20,559
-476
| -2% | -$179K | 0.01% | 480 |
|
2025
Q1 | $6.88M | Buy |
21,035
+941
| +5% | +$308K | 0.01% | 501 |
|
2024
Q4 | $6.56M | Sell |
20,094
-193
| -1% | -$63K | 0.01% | 517 |
|
2024
Q3 | $4.72M | Sell |
20,287
-991
| -5% | -$231K | 0.01% | 607 |
|
2024
Q2 | $5.94M | Buy |
21,278
+93
| +0.4% | +$26K | 0.01% | 533 |
|
2024
Q1 | $5.6M | Buy |
21,185
+103
| +0.5% | +$27.2K | 0.01% | 555 |
|
2023
Q4 | $4.8M | Sell |
21,082
-3,320
| -14% | -$756K | 0.01% | 583 |
|
2023
Q3 | $5.8M | Buy |
24,402
+458
| +2% | +$109K | 0.01% | 518 |
|
2023
Q2 | $5.21M | Sell |
23,944
-1,605
| -6% | -$349K | 0.01% | 539 |
|
2023
Q1 | $5.17M | Sell |
25,549
-23,653
| -48% | -$4.79M | 0.01% | 544 |
|
2022
Q4 | $10.6M | Sell |
49,202
-2,214
| -4% | -$479K | 0.02% | 391 |
|
2022
Q3 | $11.2M | Sell |
51,416
-10,955
| -18% | -$2.39M | 0.02% | 345 |
|
2022
Q2 | $11.5M | Buy |
62,371
+4,366
| +8% | +$805K | 0.02% | 353 |
|
2022
Q1 | $10.6M | Buy |
58,005
+1,840
| +3% | +$336K | 0.02% | 400 |
|
2021
Q4 | $8.99M | Sell |
56,165
-557
| -1% | -$89.2K | 0.01% | 443 |
|
2021
Q3 | $8.89M | Buy |
56,722
+2,365
| +4% | +$371K | 0.02% | 429 |
|
2021
Q2 | $7.34M | Buy |
54,357
+337
| +0.6% | +$45.5K | 0.01% | 482 |
|
2021
Q1 | $7.68M | Buy |
54,020
+4,897
| +10% | +$696K | 0.02% | 458 |
|
2020
Q4 | $5.12M | Buy |
49,123
+12,063
| +33% | +$1.26M | 0.01% | 529 |
|
2020
Q3 | $2.84M | Buy |
37,060
+35,030
| +1,726% | +$2.69M | 0.01% | 638 |
|
2020
Q2 | $159K | Buy |
2,030
+910
| +81% | +$71.3K | ﹤0.01% | 1873 |
|
2020
Q1 | $61K | Buy |
1,120
+270
| +32% | +$14.7K | ﹤0.01% | 2220 |
|
2019
Q4 | $78K | Buy |
850
+327
| +63% | +$30K | ﹤0.01% | 2270 |
|
2019
Q3 | $43K | Sell |
523
-636
| -55% | -$52.3K | ﹤0.01% | 2535 |
|
2019
Q2 | $94K | Buy |
1,159
+29
| +3% | +$2.35K | ﹤0.01% | 2248 |
|
2019
Q1 | $79K | Buy |
1,130
+914
| +423% | +$63.9K | ﹤0.01% | 2303 |
|
2018
Q4 | $13K | Sell |
216
-636
| -75% | -$38.3K | ﹤0.01% | 2956 |
|
2018
Q3 | $55K | Sell |
852
-243
| -22% | -$15.7K | ﹤0.01% | 2510 |
|
2018
Q2 | $72K | Buy |
1,095
+204
| +23% | +$13.4K | ﹤0.01% | 2395 |
|
2018
Q1 | $55K | Sell |
891
-2,498
| -74% | -$154K | ﹤0.01% | 2549 |
|
2017
Q4 | $194K | Sell |
3,389
-3,484
| -51% | -$199K | ﹤0.01% | 1898 |
|
2017
Q3 | $354K | Sell |
6,873
-115
| -2% | -$5.92K | ﹤0.01% | 1583 |
|
2017
Q2 | $297K | Buy |
6,988
+6,545
| +1,477% | +$278K | ﹤0.01% | 1634 |
|
2017
Q1 | $18K | Buy |
443
+361
| +440% | +$14.7K | ﹤0.01% | 2869 |
|
2016
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 3311 |
|
2016
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 3358 |
|
2016
Q2 | $2K | Sell |
82
-22
| -21% | -$537 | ﹤0.01% | 3386 |
|
2016
Q1 | $3K | Buy |
104
+61
| +142% | +$1.76K | ﹤0.01% | 3295 |
|
2015
Q4 | $2K | Sell |
43
-536
| -93% | -$24.9K | ﹤0.01% | 3432 |
|
2015
Q3 | $23K | Sell |
579
-316
| -35% | -$12.6K | ﹤0.01% | 2813 |
|
2015
Q2 | $42K | Buy |
895
+47
| +6% | +$2.21K | ﹤0.01% | 2616 |
|
2015
Q1 | $37K | Buy |
848
+8
| +1% | +$349 | ﹤0.01% | 2693 |
|
2014
Q4 | $37K | Sell |
840
-307
| -27% | -$13.5K | ﹤0.01% | 2662 |
|
2014
Q3 | $53K | Buy |
1,147
+852
| +289% | +$39.4K | ﹤0.01% | 2461 |
|
2014
Q2 | $15K | Sell |
295
-194
| -40% | -$9.86K | ﹤0.01% | 2951 |
|
2014
Q1 | $26K | Sell |
489
-322
| -40% | -$17.1K | ﹤0.01% | 2737 |
|
2013
Q4 | $38K | Buy |
811
+162
| +25% | +$7.59K | ﹤0.01% | 2533 |
|
2013
Q3 | $25K | Buy |
649
+131
| +25% | +$5.05K | ﹤0.01% | 2593 |
|
2013
Q2 | $20K | Buy |
+518
| New | +$20K | ﹤0.01% | 2654 |
|