Whittier 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 | $9.4M | Buy |
25,076
+710
| +3% | +$266K | 0.11% | 149 |
|
|
2025
Q1 | $7.97M | Buy |
24,366
+529
| +2% | +$173K | 0.11% | 158 |
|
|
2024
Q4 | $7.78M | Buy |
23,837
+1,053
| +5% | +$344K | 0.1% | 163 |
|
|
2024
Q3 | $5.3M | Buy |
22,784
+1,026
| +5% | +$239K | 0.07% | 203 |
|
|
2024
Q2 | $6.08M | Buy |
21,758
+1,096
| +5% | +$306K | 0.09% | 183 |
|
|
2024
Q1 | $5.46M | Buy |
+20,662
| New | +$5.46M | 0.08% | 191 |
|
|
2023
Q4 | – | Sell |
-47
| Closed | -$11.2K | – | 1602 |
|
|
2023
Q3 | $11.2K | Buy |
+47
| New | +$11.2K | ﹤0.01% | 1242 |
|
|
2023
Q2 | – | Sell |
-201
| Closed | -$40.7K | – | 1594 |
|
|
2023
Q1 | $40.7K | Buy |
+201
| New | +$40.7K | ﹤0.01% | 1002 |
|
|
2022
Q4 | – | Sell |
-8
| Closed | -$2K | – | 1673 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 1564 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1622 |
|
|
2022
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1646 |
|
|
2020
Q1 | – | Sell |
-51
| Closed | -$5K | – | 1548 |
|
|
2019
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 1242 |
|