Westfield Capital Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293M | Sell |
782,232
-47,867
| -6% | -$17.9M | 1.23% | 17 |
|
|
2025
Q1 | $272M | Buy |
830,099
+124,180
| +18% | +$40.6M | 1.32% | 12 |
|
|
2024
Q4 | $230M | Sell |
705,919
-4,948
| -0.7% | -$1.62M | 1% | 18 |
|
|
2024
Q3 | $165M | Buy |
710,867
+126,266
| +22% | +$29.4M | 0.75% | 29 |
|
|
2024
Q2 | $163M | Buy |
584,601
+199,374
| +52% | +$55.7M | 0.8% | 23 |
|
|
2024
Q1 | $102M | Sell |
385,227
-43,642
| -10% | -$11.5M | 0.53% | 52 |
|
|
2023
Q4 | $97.6M | Sell |
428,869
-170,235
| -28% | -$38.7M | 0.57% | 50 |
|
|
2023
Q3 | $142M | Sell |
599,104
-51,345
| -8% | -$12.2M | 0.97% | 18 |
|
|
2023
Q2 | $141M | Buy |
650,449
+57,292
| +10% | +$12.5M | 0.9% | 23 |
|
|
2023
Q1 | $120M | Buy |
593,157
+10,373
| +2% | +$2.1M | 0.85% | 28 |
|
|
2022
Q4 | $126M | Sell |
582,784
-106,148
| -15% | -$22.9M | 0.97% | 19 |
|
|
2022
Q3 | $151M | Sell |
688,932
-125,754
| -15% | -$27.5M | 1.2% | 14 |
|
|
2022
Q2 | $150M | Sell |
814,686
-48,954
| -6% | -$9.03M | 1.18% | 11 |
|
|
2022
Q1 | $158M | Sell |
863,640
-206,030
| -19% | -$37.6M | 1.01% | 19 |
|
|
2021
Q4 | $171M | Sell |
1,069,670
-106,824
| -9% | -$17.1M | 1.02% | 20 |
|
|
2021
Q3 | $184M | Buy |
1,176,494
+191,330
| +19% | +$30M | 1.11% | 15 |
|
|
2021
Q2 | $133M | Buy |
985,164
+137,251
| +16% | +$18.5M | 0.8% | 27 |
|
|
2021
Q1 | $121M | Sell |
847,913
-315,054
| -27% | -$44.8M | 0.75% | 36 |
|
|
2020
Q4 | $121M | Buy |
1,162,967
+263,845
| +29% | +$27.5M | 0.72% | 40 |
|
|
2020
Q3 | $68.9M | Sell |
899,122
-90,263
| -9% | -$6.92M | 0.45% | 74 |
|
|
2020
Q2 | $77.6M | Sell |
989,385
-38,160
| -4% | -$2.99M | 0.53% | 61 |
|
|
2020
Q1 | $55.9M | Sell |
1,027,545
-224,183
| -18% | -$12.2M | 0.49% | 74 |
|
|
2019
Q4 | $115M | Buy |
1,251,728
+367,788
| +42% | +$33.9M | 0.82% | 34 |
|
|
2019
Q3 | $72.4M | Buy |
883,940
+219,581
| +33% | +$18M | 0.58% | 57 |
|
|
2019
Q2 | $54.2M | Sell |
664,359
-37,916
| -5% | -$3.09M | 0.41% | 87 |
|
|
2019
Q1 | $48.9M | Sell |
702,275
-285,090
| -29% | -$19.9M | 0.37% | 90 |
|
|
2018
Q4 | $60.3M | Sell |
987,365
-219,110
| -18% | -$13.4M | 0.51% | 73 |
|
|
2018
Q3 | $77.8M | Buy |
1,206,475
+145,740
| +14% | +$9.4M | 0.55% | 59 |
|
|
2018
Q2 | $69.5M | Buy |
1,060,735
+351,348
| +50% | +$23M | 0.52% | 63 |
|
|
2018
Q1 | $43.3M | Buy |
+709,387
| New | +$43.3M | 0.33% | 104 |
|
|
2015
Q1 | – | Sell |
-341,875
| Closed | -$15.2M | – | 319 |
|
|
2014
Q4 | $15.2M | Sell |
341,875
-16,510
| -5% | -$736K | 0.09% | 218 |
|
|
2014
Q3 | $16.5M | Sell |
358,385
-55,660
| -13% | -$2.56M | 0.1% | 209 |
|
|
2014
Q2 | $20.6M | Buy |
414,045
+44,075
| +12% | +$2.19M | 0.12% | 198 |
|
|
2014
Q1 | $19.4M | Sell |
369,970
-110,600
| -23% | -$5.81M | 0.12% | 213 |
|
|
2013
Q4 | $22.6M | Buy |
+480,570
| New | +$22.6M | 0.13% | 193 |
|