Vestmark Advisory Solutions’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 | $11.4M | Sell |
30,301
-12,497
| -29% | -$4.69M | 0.16% | 113 |
|
|
2025
Q1 | $14M | Buy |
42,798
+21,873
| +105% | +$7.16M | 0.36% | 51 |
|
|
2024
Q4 | $6.83M | Buy |
20,925
+577
| +3% | +$188K | 0.24% | 86 |
|
|
2024
Q3 | $4.73M | Buy |
20,348
+1,248
| +7% | +$290K | 0.18% | 119 |
|
|
2024
Q2 | $5.33M | Buy |
19,100
+574
| +3% | +$160K | 0.22% | 102 |
|
|
2024
Q1 | $4.89M | Buy |
18,526
+1,314
| +8% | +$347K | 0.21% | 115 |
|
|
2023
Q4 | $3.92M | Buy |
17,212
+514
| +3% | +$117K | 0.2% | 125 |
|
|
2023
Q3 | $3.97M | Sell |
16,698
-21,680
| -56% | -$5.15M | 0.29% | 78 |
|
|
2023
Q2 | $8.34M | Buy |
38,378
+221
| +0.6% | +$48.1K | 0.32% | 72 |
|
|
2023
Q1 | $7.72M | Buy |
38,157
+294
| +0.8% | +$59.5K | 0.33% | 62 |
|
|
2022
Q4 | $8.19M | Sell |
37,863
-9,633
| -20% | -$2.08M | 0.4% | 48 |
|
|
2022
Q3 | $10.4M | Buy |
47,496
+1,956
| +4% | +$427K | 0.58% | 25 |
|
|
2022
Q2 | $8.4M | Buy |
45,540
+5,157
| +13% | +$951K | 0.48% | 33 |
|
|
2022
Q1 | $7.38M | Buy |
40,383
+7,814
| +24% | +$1.43M | 0.42% | 41 |
|
|
2021
Q4 | $5.21M | Buy |
32,569
+2,511
| +8% | +$402K | 0.29% | 72 |
|
|
2021
Q3 | $4.71M | Buy |
30,058
+2,987
| +11% | +$468K | 0.32% | 69 |
|
|
2021
Q2 | $3.65M | Buy |
27,071
+2,453
| +10% | +$331K | 0.26% | 93 |
|
|
2021
Q1 | $3.5M | Buy |
+24,618
| New | +$3.5M | 0.31% | 79 |
|