Whittier Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.1M | Buy |
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|
2025
Q2 | $9.4M | Buy |
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|
2025
Q1 | $7.97M | Buy |
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|
2024
Q4 | $7.78M | Buy |
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|
2024
Q3 | $5.3M | Buy |
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|
2024
Q2 | $6.08M | Buy |
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|
2024
Q1 | $5.46M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $11.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $40.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5K | Buy |
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