Vestmark Advisory Solutions’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.43M | Sell |
|
|||||
|
2025
Q2 | $11.4M | Sell |
|
|||||
|
2025
Q1 | $14M | Buy |
|
|||||
|
2024
Q4 | $6.83M | Buy |
|
|||||
|
2024
Q3 | $4.73M | Buy |
|
|||||
|
2024
Q2 | $5.33M | Buy |
|
|||||
|
2024
Q1 | $4.89M | Buy |
|
|||||
|
2023
Q4 | $3.92M | Buy |
|
|||||
|
2023
Q3 | $3.97M | Sell |
|
|||||
|
2023
Q2 | $8.34M | Buy |
|
|||||
|
2023
Q1 | $7.72M | Buy |
|
|||||
|
2022
Q4 | $8.19M | Sell |
|
|||||
|
2022
Q3 | $10.4M | Buy |
|
|||||
|
2022
Q2 | $8.4M | Buy |
|
|||||
|
2022
Q1 | $7.38M | Buy |
|
|||||
|
2021
Q4 | $5.21M | Buy |
|
|||||
|
2021
Q3 | $4.71M | Buy |
|
|||||
|
2021
Q2 | $3.65M | Buy |
|
|||||
|
2021
Q1 | $3.5M | Buy |
|