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