Washington Trust’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 | – | Sell |
-6
| Closed | -$1.96K | – | 518 |
|
|
2025
Q1 | $1.96K | Hold |
6
| – | – | ﹤0.01% | 724 |
|
|
2024
Q4 | $1.96K | Hold |
6
| – | – | ﹤0.01% | 807 |
|
|
2024
Q3 | $1.4K | Sell |
6
-7
| -54% | -$1.63K | ﹤0.01% | 818 |
|
|
2024
Q2 | $3.63K | Hold |
13
| – | – | ﹤0.01% | 776 |
|
|
2024
Q1 | $3.44K | Hold |
13
| – | – | ﹤0.01% | 776 |
|
|
2023
Q4 | $2.96K | Hold |
13
| – | – | ﹤0.01% | 771 |
|
|
2023
Q3 | $3.09K | Hold |
13
| – | – | ﹤0.01% | 728 |
|
|
2023
Q2 | $2.83K | Sell |
13
-2
| -13% | -$435 | ﹤0.01% | 758 |
|
|
2023
Q1 | $3.04K | Sell |
15
-9
| -38% | -$1.82K | ﹤0.01% | 771 |
|
|
2022
Q4 | $5.19K | Sell |
24
-2
| -8% | -$432 | ﹤0.01% | 712 |
|
|
2022
Q3 | $6K | Sell |
26
-1
| -4% | -$231 | ﹤0.01% | 699 |
|
|
2022
Q2 | $5K | Hold |
27
| – | – | ﹤0.01% | 717 |
|
|
2022
Q1 | $5K | Buy |
27
+3
| +13% | +$556 | ﹤0.01% | 738 |
|
|
2021
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 765 |
|
|
2021
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 885 |
|
|
2021
Q2 | $3K | Sell |
24
-11
| -31% | -$1.38K | ﹤0.01% | 905 |
|
|
2021
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 823 |
|
|
2020
Q4 | $4K | Buy |
35
+8
| +30% | +$914 | ﹤0.01% | 818 |
|
|
2020
Q3 | $2K | Buy |
27
+9
| +50% | +$667 | ﹤0.01% | 874 |
|
|
2020
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 823 |
|