William Blair & Company’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 | $640K | Sell |
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|
2025
Q2 | $3.81M | Sell |
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|
2025
Q1 | $6.69M | Sell |
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|
2024
Q4 | $6.97M | Sell |
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|
2024
Q3 | $5.38M | Sell |
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|
2024
Q2 | $6.87M | Sell |
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|
2024
Q1 | $6.68M | Buy |
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|
2023
Q4 | $5.34M | Sell |
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|
2023
Q3 | $5.86M | Buy |
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|
2023
Q2 | $2.83M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.94M | Sell |
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|
2015
Q3 | $3.1M | Sell |
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|
2015
Q2 | $119M | Sell |
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|
2015
Q1 | $196M | Buy |
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|
2014
Q4 | $189M | Buy |
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|
2014
Q3 | $177M | Sell |
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|
2014
Q2 | $192M | Buy |
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|
2014
Q1 | $167M | Sell |
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|
2013
Q4 | $214M | Sell |
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|
2013
Q3 | $176M | Buy |
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|
2013
Q2 | $113M | Buy |
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