Waddell & Reed Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $72M | Sell |
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|
2020
Q4 | $53.4M | Sell |
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|
2020
Q3 | $50.6M | Sell |
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|
2020
Q2 | $55.3M | Buy |
|
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|
2020
Q1 | $33.6M | Sell |
|
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|
2019
Q4 | $61M | Sell |
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|
2019
Q3 | $54.4M | Sell |
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|
2019
Q2 | $54.2M | Sell |
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|
2019
Q1 | $46.4M | Buy |
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|
2018
Q4 | $40.7M | Buy |
|
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|
2018
Q3 | $36.8M | Buy |
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|
2018
Q2 | $28.1M | Sell |
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|
2018
Q1 | $28.6M | Buy |
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|
2017
Q4 | $22.1M | Buy |
|