William Blair Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $23.5M | Sell |
|
|||||
|
2022
Q3 | $25.3M | Buy |
|
|||||
|
2022
Q2 | $20.2M | Sell |
|
|||||
|
2022
Q1 | $31.6M | Buy |
|
|||||
|
2021
Q4 | $20M | Buy |
|
|||||
|
2021
Q3 | $19.2M | Sell |
|
|||||
|
2021
Q2 | $18.9M | Sell |
|
|||||
|
2021
Q1 | $49.1M | Buy |
|
|||||
|
2020
Q4 | $33.1M | Buy |
|
|||||
|
2020
Q3 | $22.5M | Sell |
|
|||||
|
2020
Q2 | $26.5M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $69.6M | Buy |
|
|||||
|
2015
Q3 | $63.2M | Buy |
|