Utah Retirement Systems’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 | $3.9M | Sell |
12,954
-215
| -2% | -$72.1K | 0.04% | 389 |
|
|
2025
Q4 | $4.7M | Hold |
13,169
| – | – | 0.04% | 344 |
|
|
2025
Q3 | $4.38M | Buy |
13,169
+629
| +5% | +$228K | 0.04% | 356 |
|
|
2025
Q2 | $4.7M | Buy |
12,540
+223
| +2% | +$78.1K | 0.05% | 334 |
|
|
2025
Q1 | $4.03M | Hold |
12,317
| – | – | 0.05% | 366 |
|
|
2024
Q4 | $4.02M | Hold |
12,317
| – | – | 0.04% | 365 |
|
|
2024
Q3 | $2.87M | Buy |
12,317
+100
| +0.8% | +$22.5K | 0.03% | 458 |
|
|
2024
Q2 | $3.41M | Sell |
12,217
-900
| -7% | -$244K | 0.04% | 381 |
|
|
2024
Q1 | $3.47M | Hold |
13,117
| – | – | 0.04% | 399 |
|
|
2023
Q4 | $2.99M | Sell |
13,117
-300
| -2% | -$67.4K | 0.04% | 430 |
|
|
2023
Q3 | $3.19M | Hold |
13,417
| – | – | 0.05% | 382 |
|
|
2023
Q2 | $2.92M | Sell |
13,417
-700
| -5% | -$140K | 0.04% | 417 |
|
|
2023
Q1 | $2.86M | Buy |
14,117
+54
| +0.4% | +$12.3K | 0.04% | 420 |
|
|
2022
Q4 | $3.04M | Sell |
14,063
-146
| -1% | -$34.1K | 0.05% | 378 |
|
|
2022
Q3 | $3.1M | Hold |
14,209
| – | – | 0.05% | 358 |
|
|
2022
Q2 | $2.62M | Hold |
14,209
| – | – | 0.04% | 409 |
|
|
2022
Q1 | $2.6M | Sell |
14,209
-200
| -1% | -$34.8K | 0.03% | 475 |
|
|
2021
Q4 | $2.31M | Buy |
14,409
+100
| +0.7% | +$16.5K | 0.03% | 530 |
|
|
2021
Q3 | $2.24M | Sell |
14,309
-800
| -5% | -$115K | 0.03% | 521 |
|
|
2021
Q2 | $2.04M | Hold |
15,109
| – | – | 0.03% | 580 |
|
|
2021
Q1 | $2.15M | Sell |
15,109
-600
| -4% | -$76.6K | 0.03% | 541 |
|
|
2020
Q4 | $1.64M | Buy |
15,709
+600
| +4% | +$53.9K | 0.02% | 599 |
|
|
2020
Q3 | $1.16M | Buy |
15,109
+100
| +0.7% | +$7.94K | 0.02% | 646 |
|
|
2020
Q2 | $1.18M | Sell |
15,009
-300
| -2% | -$20K | 0.02% | 605 |
|
|
2020
Q1 | $833K | Hold |
15,309
| – | – | 0.02% | 651 |
|
|
2019
Q4 | $1.41M | Sell |
15,309
-200
| -1% | -$17.2K | 0.02% | 614 |
|
|
2019
Q3 | $1.27M | Sell |
15,509
-200
| -1% | -$16K | 0.02% | 632 |
|
|
2019
Q2 | $1.28M | Sell |
15,709
-242
| -2% | -$19.1K | 0.02% | 635 |
|
|
2019
Q1 | $1.11M | Sell |
15,951
-225
| -1% | -$16.2K | 0.02% | 672 |
|
|
2018
Q4 | $988K | Sell |
16,176
-100
| -0.6% | -$6.1K | 0.02% | 655 |
|
|
2018
Q3 | $1.05M | Sell |
16,276
-100
| -0.6% | -$6.63K | 0.02% | 712 |
|
|
2018
Q2 | $1.07M | Hold |
16,376
| – | – | 0.02% | 690 |
|
|
2018
Q1 | $1M | Hold |
16,376
| – | – | 0.02% | 704 |
|
|
2017
Q4 | $935K | Buy |
16,376
+200
| +1% | +$10.5K | 0.02% | 734 |
|
|
2017
Q3 | $834K | Hold |
16,176
| – | – | 0.02% | 747 |
|
|
2017
Q2 | $687K | Buy |
16,176
+500
| +3% | +$20.3K | 0.02% | 825 |
|
|
2017
Q1 | $624K | Hold |
15,676
| – | – | 0.01% | 826 |
|
|
2016
Q4 | $552K | Hold |
15,676
| – | – | 0.01% | 846 |
|
|
2016
Q3 | $469K | Hold |
15,676
| – | – | 0.01% | 892 |
|
|
2016
Q2 | $354K | Buy |
15,676
+1,700
| +12% | +$42.7K | 0.01% | 940 |
|
|
2016
Q1 | $346K | Sell |
13,976
-700
| -5% | -$18.9K | 0.01% | 919 |
|
|
2015
Q4 | $626K | Hold |
14,676
| – | – | 0.02% | 778 |
|
|
2015
Q3 | $583K | Hold |
14,676
| – | – | 0.02% | 812 |
|
|
2015
Q2 | $682K | Sell |
14,676
-800
| -5% | -$34.6K | 0.02% | 811 |
|
|
2015
Q1 | $679K | Buy |
15,476
+400
| +3% | +$17.7K | 0.02% | 797 |
|
|
2014
Q4 | $671K | Hold |
15,076
| – | – | 0.02% | 772 |
|
|
2014
Q3 | $695K | Hold |
15,076
| – | – | 0.02% | 746 |
|
|
2014
Q2 | $750K | Buy |
15,076
+5,500
| +57% | +$267K | 0.02% | 752 |
|
|
2014
Q1 | $503K | Sell |
9,576
-400
| -4% | -$21.1K | 0.01% | 862 |
|
|
2013
Q4 | $469K | Hold |
9,976
| – | – | 0.01% | 879 |
|
|
2013
Q3 | $382K | Sell |
9,976
-100
| -1% | -$3.83K | 0.01% | 912 |
|
|
2013
Q2 | $381K | Buy |
+10,076
| New | +$360K | 0.01% | 907 |
|
Other funds holding LPLA
VPM
VCM
SC
