Wells Fargo’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 | $127M | Sell |
420,689
-66,239
| -14% | -$22.2M | 0.03% | 545 |
|
|
2025
Q4 | $174M | Sell |
486,928
-76,685
| -14% | -$27.1M | 0.03% | 420 |
|
|
2025
Q3 | $188M | Sell |
563,613
-38,407
| -6% | -$13.9M | 0.04% | 390 |
|
|
2025
Q2 | $226M | Buy |
602,020
+6,175
| +1% | +$2.16M | 0.05% | 327 |
|
|
2025
Q1 | $195M | Buy |
595,845
+91,257
| +18% | +$31.8M | 0.05% | 334 |
|
|
2024
Q4 | $165M | Buy |
504,588
+6,365
| +1% | +$1.88M | 0.04% | 371 |
|
|
2024
Q3 | $116M | Sell |
498,223
-4,720
| -0.9% | -$1.06M | 0.03% | 491 |
|
|
2024
Q2 | $140M | Buy |
502,943
+16,788
| +3% | +$4.56M | 0.04% | 398 |
|
|
2024
Q1 | $128M | Buy |
486,155
+9,396
| +2% | +$2.37M | 0.03% | 415 |
|
|
2023
Q4 | $109M | Sell |
476,759
-7,593
| -2% | -$1.71M | 0.03% | 452 |
|
|
2023
Q3 | $115M | Buy |
484,352
+54,384
| +13% | +$12.6M | 0.04% | 392 |
|
|
2023
Q2 | $93.5M | Buy |
429,968
+5,645
| +1% | +$1.13M | 0.03% | 474 |
|
|
2023
Q1 | $85.9M | Sell |
424,323
-8,241
| -2% | -$1.88M | 0.03% | 487 |
|
|
2022
Q4 | $93.5M | Sell |
432,564
-145,212
| -25% | -$33.9M | 0.03% | 448 |
|
|
2022
Q3 | $126M | Sell |
577,776
-1,646
| -0.3% | -$350K | 0.04% | 340 |
|
|
2022
Q2 | $107M | Sell |
579,422
-70,076
| -11% | -$13.3M | 0.03% | 391 |
|
|
2022
Q1 | $119M | Buy |
649,498
+187,138
| +40% | +$32.6M | 0.03% | 436 |
|
|
2021
Q4 | $74M | Sell |
462,360
-2,058,451
| -82% | -$340M | 0.02% | 611 |
|
|
2021
Q3 | $395M | Buy |
2,520,811
+6,233
| +0.2% | +$895K | 0.09% | 222 |
|
|
2021
Q2 | $339M | Sell |
2,514,578
-78,089
| -3% | -$11.4M | 0.08% | 253 |
|
|
2021
Q1 | $369M | Buy |
2,592,667
+1,532,687
| +145% | +$196M | 0.09% | 228 |
|
|
2020
Q4 | $110M | Buy |
1,059,980
+759,374
| +253% | +$68.2M | 0.03% | 593 |
|
|
2020
Q3 | $23M | Sell |
300,606
-9,273
| -3% | -$736K | 0.01% | 1314 |
|
|
2020
Q2 | $24.3M | Sell |
309,879
-1,616
| -0.5% | -$108K | 0.01% | 1239 |
|
|
2020
Q1 | $17M | Sell |
311,495
-20,101
| -6% | -$1.62M | 0.01% | 1333 |
|
|
2019
Q4 | $30.6M | Sell |
331,596
-30,495
| -8% | -$2.62M | 0.01% | 1204 |
|
|
2019
Q3 | $29.7M | Sell |
362,091
-40,014
| -10% | -$3.2M | 0.01% | 1197 |
|
|
2019
Q2 | $32.8M | Buy |
402,105
+89,714
| +29% | +$7.1M | 0.01% | 1158 |
|
|
2019
Q1 | $21.8M | Sell |
312,391
-36,090
| -10% | -$2.6M | 0.01% | 1394 |
|
|
2018
Q4 | $21.3M | Buy |
348,481
+94,027
| +37% | +$5.73M | 0.01% | 1333 |
|
|
2018
Q3 | $16.4M | Sell |
254,454
-228,124
| -47% | -$15.1M | ﹤0.01% | 1666 |
|
|
2018
Q2 | $31.6M | Sell |
482,578
-99,610
| -17% | -$6.55M | 0.01% | 1192 |
|
|
2018
Q1 | $35.6M | Buy |
582,188
+11,473
| +2% | +$711K | 0.01% | 1093 |
|
|
2017
Q4 | $32.6M | Buy |
570,715
+228,431
| +67% | +$12M | 0.01% | 1136 |
|
|
2017
Q3 | $17.7M | Buy |
342,284
+160,738
| +89% | +$7.4M | 0.01% | 1503 |
|
|
2017
Q2 | $7.71M | Sell |
181,546
-33,641
| -16% | -$1.37M | ﹤0.01% | 2117 |
|
|
2017
Q1 | $8.57M | Sell |
215,187
-40,489
| -16% | -$1.59M | ﹤0.01% | 2003 |
|
|
2016
Q4 | $9M | Sell |
255,676
-14,433
| -5% | -$504K | ﹤0.01% | 1931 |
|
|
2016
Q3 | $8.08M | Buy |
270,109
+52,077
| +24% | +$1.41M | ﹤0.01% | 1909 |
|
|
2016
Q2 | $4.91M | Buy |
218,032
+53,014
| +32% | +$1.33M | ﹤0.01% | 2324 |
|
|
2016
Q1 | $4.09M | Sell |
165,018
-405,994
| -71% | -$11M | ﹤0.01% | 2441 |
|
|
2015
Q4 | $24.4M | Buy |
571,012
+104,608
| +22% | +$4.46M | 0.01% | 1186 |
|
|
2015
Q3 | $18.5M | Buy |
466,404
+133,686
| +40% | +$5.75M | 0.01% | 1352 |
|
|
2015
Q2 | $15.5M | Buy |
332,718
+49,289
| +17% | +$2.13M | 0.01% | 1555 |
|
|
2015
Q1 | $12.4M | Buy |
283,429
+3,738
| +1% | +$165K | ﹤0.01% | 1688 |
|
|
2014
Q4 | $12.5M | Buy |
279,691
+20,577
| +8% | +$885K | ﹤0.01% | 1646 |
|
|
2014
Q3 | $11.9M | Buy |
259,114
+18,040
| +7% | +$869K | 0.01% | 1626 |
|
|
2014
Q2 | $12M | Sell |
241,074
-13,695
| -5% | -$664K | 0.01% | 1678 |
|
|
2014
Q1 | $13.4M | Buy |
254,769
+4,048
| +2% | +$214K | 0.01% | 1563 |
|
|
2013
Q4 | $11.8M | Sell |
250,721
-2,044
| -0.8% | -$85.8K | 0.01% | 1603 |
|
|
2013
Q3 | $9.68M | Sell |
252,765
-2,590
| -1% | -$99.1K | ﹤0.01% | 1681 |
|
|
2013
Q2 | $9.64M | Buy |
+255,355
| New | +$9.13M | 0.01% | 1613 |
|
Other funds holding LPLA
VPM
VCM
SC
