Vaughan Nelson Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $901K | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $19.9M | Sell |
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|
2021
Q4 | $68.5M | Sell |
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|
2021
Q3 | $87.9M | Buy |
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|
2021
Q2 | $74.3M | Sell |
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|
2021
Q1 | $124M | Sell |
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|
2020
Q4 | $110M | Sell |
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|
2020
Q3 | $85.9M | Buy |
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|
2020
Q2 | $66.8M | Buy |
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|
2020
Q1 | $34.4M | Buy |
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|
2019
Q4 | $55.3M | Buy |
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|
2019
Q3 | $41.6M | Sell |
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|
2019
Q2 | $85.9M | Sell |
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|
2019
Q1 | $76.4M | Buy |
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|
2018
Q4 | $66.5M | Buy |
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|
2018
Q3 | $64.9M | Sell |
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|
2018
Q2 | $69.5M | Buy |
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|
2018
Q1 | $35.4M | Sell |
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|
2017
Q4 | $34.4M | Sell |
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|
2017
Q3 | $31.8M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $36.1M | Sell |
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|
2015
Q2 | $51.8M | Sell |
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|
2015
Q1 | $73.4M | Sell |
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|
2014
Q4 | $82.4M | Sell |
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|
2014
Q3 | $88.3M | Buy |
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|
2014
Q2 | $92.5M | Buy |
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|
2014
Q1 | $76.1M | Sell |
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|
2013
Q4 | $86.6M | Sell |
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|
2013
Q3 | $74.5M | Buy |
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|
2013
Q2 | $70.1M | Buy |
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