VOYA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.8M | Buy |
329,270
+321,455
| +4,113% | +$108M | 0.1% | 204 |
|
|
2025
Q4 | $2.79M | Sell |
7,815
-5,557
| -42% | -$1.97M | ﹤0.01% | 1079 |
|
|
2025
Q3 | $4.45M | Sell |
13,372
-28,957
| -68% | -$10.5M | ﹤0.01% | 911 |
|
|
2025
Q2 | $15.9M | Buy |
42,329
+7,596
| +22% | +$2.66M | 0.02% | 597 |
|
|
2025
Q1 | $11.4M | Buy |
34,733
+1,611
| +5% | +$561K | 0.01% | 700 |
|
|
2024
Q4 | $10.8M | Sell |
33,122
-4,565
| -12% | -$1.35M | 0.01% | 727 |
|
|
2024
Q3 | $8.77M | Sell |
37,687
-573,562
| -94% | -$129M | 0.01% | 819 |
|
|
2024
Q2 | $170M | Sell |
611,249
-25,287
| -4% | -$6.86M | 0.17% | 141 |
|
|
2024
Q1 | $168M | Sell |
636,536
-112,245
| -15% | -$28.3M | 0.16% | 157 |
|
|
2023
Q4 | $170M | Buy |
748,781
+33,811
| +5% | +$7.6M | 0.18% | 143 |
|
|
2023
Q3 | $170M | Sell |
714,970
-29,100
| -4% | -$6.76M | 0.19% | 133 |
|
|
2023
Q2 | $162M | Buy |
744,070
+126,947
| +21% | +$25.4M | 0.17% | 152 |
|
|
2023
Q1 | $125M | Sell |
617,123
-26,720
| -4% | -$6.11M | 0.13% | 199 |
|
|
2022
Q4 | $139M | Sell |
643,843
-127,121
| -16% | -$29.7M | 0.16% | 169 |
|
|
2022
Q3 | $168M | Sell |
770,964
-195,028
| -20% | -$41.5M | 0.2% | 125 |
|
|
2022
Q2 | $178M | Sell |
965,992
-61,286
| -6% | -$11.6M | 0.45% | 48 |
|
|
2022
Q1 | $188M | Buy |
1,027,278
+57,167
| +6% | +$9.96M | 0.39% | 55 |
|
|
2021
Q4 | $155M | Buy |
970,111
+143,236
| +17% | +$23.6M | 0.3% | 80 |
|
|
2021
Q3 | $130M | Buy |
826,875
+203,012
| +33% | +$29.2M | 0.26% | 87 |
|
|
2021
Q2 | $84.2M | Buy |
623,863
+15,168
| +2% | +$2.21M | 0.16% | 142 |
|
|
2021
Q1 | $86.5M | Sell |
608,695
-397,217
| -39% | -$50.7M | 0.17% | 132 |
|
|
2020
Q4 | $105M | Sell |
1,005,912
-544,413
| -35% | -$48.9M | 0.21% | 115 |
|
|
2020
Q3 | $119M | Sell |
1,550,325
-41,100
| -3% | -$3.26M | 0.26% | 94 |
|
|
2020
Q2 | $125M | Buy |
1,591,425
+286,429
| +22% | +$19.1M | 0.29% | 75 |
|
|
2020
Q1 | $71M | Buy |
1,304,996
+84,190
| +7% | +$6.79M | 0.19% | 123 |
|
|
2019
Q4 | $113M | Sell |
1,220,806
-74,590
| -6% | -$6.4M | 0.23% | 100 |
|
|
2019
Q3 | $106M | Buy |
1,295,396
+426,793
| +49% | +$34.2M | 0.23% | 102 |
|
|
2019
Q2 | $70.9M | Buy |
868,603
+778,646
| +866% | +$61.6M | 0.15% | 147 |
|
|
2019
Q1 | $6.26M | Buy |
89,957
+4,093
| +5% | +$295K | 0.01% | 718 |
|
|
2018
Q4 | $5.24M | Buy |
85,864
+58,953
| +219% | +$3.59M | 0.01% | 749 |
|
|
2018
Q3 | $1.74M | Sell |
26,911
-897
| -3% | -$59.5K | ﹤0.01% | 1142 |
|
|
2018
Q2 | $1.82M | Sell |
27,808
-4,206
| -13% | -$276K | ﹤0.01% | 1097 |
|
|
2018
Q1 | $1.96M | Sell |
32,014
-308
| -1% | -$19.1K | ﹤0.01% | 1053 |
|
|
2017
Q4 | $1.85M | Sell |
32,322
-1,337
| -4% | -$70.4K | ﹤0.01% | 1082 |
|
|
2017
Q3 | $1.74M | Sell |
33,659
-373
| -1% | -$17.2K | ﹤0.01% | 1106 |
|
|
2017
Q2 | $1.45M | Buy |
34,032
+6,880
| +25% | +$279K | ﹤0.01% | 1174 |
|
|
2017
Q1 | $1.08M | Sell |
27,152
-976
| -3% | -$38.4K | ﹤0.01% | 1291 |
|
|
2016
Q4 | $990K | Sell |
28,128
-2,578
| -8% | -$90.1K | ﹤0.01% | 1328 |
|
|
2016
Q3 | $918 | Buy |
30,706
+1,203
| +4% | +$32.5K | ﹤0.01% | 1364 |
|
|
2016
Q2 | $665K | Sell |
29,503
-33,004
| -53% | -$829K | ﹤0.01% | 1513 |
|
|
2016
Q1 | $1.55M | Buy |
62,507
+26,242
| +72% | +$708K | ﹤0.01% | 1081 |
|
|
2015
Q4 | $1.55M | Sell |
36,265
-1,155
| -3% | -$49.2K | ﹤0.01% | 1086 |
|
|
2015
Q3 | $1.49M | Sell |
37,420
-502
| -1% | -$21.6K | ﹤0.01% | 1116 |
|
|
2015
Q2 | $1.76M | Sell |
37,922
-3,825
| -9% | -$165K | ﹤0.01% | 1129 |
|
|
2015
Q1 | $1.83M | Sell |
41,747
-104
| -0.2% | -$4.6K | ﹤0.01% | 1126 |
|
|
2014
Q4 | $1.86M | Sell |
41,851
-2,287
| -5% | -$98.4K | ﹤0.01% | 1126 |
|
|
2014
Q3 | $2.03M | Sell |
44,138
-350
| -0.8% | -$16.9K | ﹤0.01% | 1068 |
|
|
2014
Q2 | $2.21M | Buy |
44,488
+18,202
| +69% | +$883K | 0.01% | 1066 |
|
|
2014
Q1 | $1.38M | Sell |
26,286
-2,336
| -8% | -$123K | ﹤0.01% | 1276 |
|
|
2013
Q4 | $1.35M | Sell |
28,622
-220
| -0.8% | -$9.23K | ﹤0.01% | 1275 |
|
|
2013
Q3 | $1.1M | Buy |
28,842
+199
| +0.7% | +$7.61K | ﹤0.01% | 1362 |
|
|
2013
Q2 | $1.08M | Buy |
+28,643
| New | +$1.02M | ﹤0.01% | 1345 |
|
Other funds holding LPLA
VPM
VCM
SC
