Victory Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $122M | Buy |
405,812
+301,359
| +289% | +$101M | 0.08% | 262 |
|
|
2025
Q4 | $37.3M | Sell |
104,453
-13,704
| -12% | -$4.85M | 0.02% | 660 |
|
|
2025
Q3 | $39.3M | Buy |
118,157
+88,302
| +296% | +$32M | 0.02% | 660 |
|
|
2025
Q2 | $11.2M | Sell |
29,855
-1,114
| -4% | -$390K | 0.01% | 1072 |
|
|
2025
Q1 | $10.1M | Sell |
30,969
-3,254
| -10% | -$1.13M | 0.01% | 1035 |
|
|
2024
Q4 | $11.2M | Sell |
34,223
-85,732
| -71% | -$25.4M | 0.01% | 1051 |
|
|
2024
Q3 | $27.9M | Sell |
119,955
-47,154
| -28% | -$10.6M | 0.03% | 703 |
|
|
2024
Q2 | $46.7M | Sell |
167,109
-8,915
| -5% | -$2.42M | 0.05% | 473 |
|
|
2024
Q1 | $46.5M | Sell |
176,024
-44,808
| -20% | -$11.3M | 0.05% | 490 |
|
|
2023
Q4 | $50.3M | Sell |
220,832
-12,373
| -5% | -$2.78M | 0.05% | 424 |
|
|
2023
Q3 | $55.4M | Buy |
233,205
+8,570
| +4% | +$1.99M | 0.06% | 388 |
|
|
2023
Q2 | $48.8M | Sell |
224,635
-84,458
| -27% | -$16.9M | 0.05% | 436 |
|
|
2023
Q1 | $62.6M | Buy |
309,093
+39,065
| +14% | +$8.93M | 0.07% | 366 |
|
|
2022
Q4 | $58.4M | Sell |
270,028
-2,534
| -0.9% | -$592K | 0.07% | 391 |
|
|
2022
Q3 | $59.5M | Sell |
272,562
-244,395
| -47% | -$52M | 0.07% | 393 |
|
|
2022
Q2 | $95.4M | Sell |
516,957
-148,058
| -22% | -$28.1M | 0.11% | 245 |
|
|
2022
Q1 | $122M | Sell |
665,015
-316,628
| -32% | -$55.1M | 0.12% | 200 |
|
|
2021
Q4 | $157M | Buy |
981,643
+52,996
| +6% | +$8.75M | 0.14% | 158 |
|
|
2021
Q3 | $146M | Buy |
928,647
+206,486
| +29% | +$29.7M | 0.14% | 167 |
|
|
2021
Q2 | $97.5M | Buy |
722,161
+25,864
| +4% | +$3.76M | 0.09% | 280 |
|
|
2021
Q1 | $99M | Buy |
696,297
+520,305
| +296% | +$66.4M | 0.1% | 265 |
|
|
2020
Q4 | $18.3M | Sell |
175,992
-5,549
| -3% | -$499K | 0.02% | 903 |
|
|
2020
Q3 | $13.9M | Sell |
181,541
-32,444
| -15% | -$2.58M | 0.02% | 940 |
|
|
2020
Q2 | $16.8M | Sell |
213,985
-313,677
| -59% | -$21M | 0.02% | 846 |
|
|
2020
Q1 | $28.7M | Sell |
527,662
-518,478
| -50% | -$41.8M | 0.02% | 781 |
|
|
2019
Q4 | $96.5M | Buy |
1,046,140
+255,835
| +32% | +$22M | 0.12% | 240 |
|
|
2019
Q3 | $64.7M | Buy |
790,305
+140,935
| +22% | +$11.3M | 0.08% | 351 |
|
|
2019
Q2 | $53M | Sell |
649,370
-125,749
| -16% | -$9.95M | 0.11% | 284 |
|
|
2019
Q1 | $54M | Sell |
775,119
-19,890
| -3% | -$1.43M | 0.12% | 241 |
|
|
2018
Q4 | $48.6M | Sell |
795,009
-24,813
| -3% | -$1.51M | 0.12% | 248 |
|
|
2018
Q3 | $52.9M | Buy |
819,822
+3,011
| +0.4% | +$200K | 0.11% | 292 |
|
|
2018
Q2 | $53.5M | Buy |
816,811
+3,853
| +0.5% | +$253K | 0.11% | 276 |
|
|
2018
Q1 | $49.6M | Sell |
812,958
-101,669
| -11% | -$6.3M | 0.11% | 297 |
|
|
2017
Q4 | $52.3M | Buy |
914,627
+16,487
| +2% | +$868K | 0.11% | 288 |
|
|
2017
Q3 | $46.3M | Sell |
898,140
-41,996
| -4% | -$1.93M | 0.1% | 318 |
|
|
2017
Q2 | $39.9M | Sell |
940,136
-65,797
| -7% | -$2.67M | 0.09% | 361 |
|
|
2017
Q1 | $40.1M | Buy |
1,005,933
+95,353
| +10% | +$3.75M | 0.1% | 354 |
|
|
2016
Q4 | $32.1M | Buy |
910,580
+904,278
| +14,349% | +$31.6M | 0.08% | 433 |
|
|
2016
Q3 | $188K | Sell |
6,302
-2,675
| -30% | -$72.4K | ﹤0.01% | 1373 |
|
|
2016
Q2 | $202K | Buy |
8,977
+1,342
| +18% | +$33.7K | ﹤0.01% | 1156 |
|
|
2016
Q1 | $189K | Buy |
+7,635
| New | +$206K | ﹤0.01% | 1172 |
|
Other funds holding LPLA
VPM
VCM
SC
