William Blair Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-108,703
| Closed | -$23.5M | – | 412 |
|
|
2022
Q4 | $23.5M | Sell |
108,703
-7,246
| -6% | -$1.57M | 0.09% | 246 |
|
|
2022
Q3 | $25.3M | Buy |
115,949
+6,434
| +6% | +$1.41M | 0.1% | 220 |
|
|
2022
Q2 | $20.2M | Sell |
109,515
-63,313
| -37% | -$11.7M | 0.07% | 260 |
|
|
2022
Q1 | $31.6M | Buy |
172,828
+47,824
| +38% | +$8.74M | 0.09% | 238 |
|
|
2021
Q4 | $20M | Buy |
125,004
+2,304
| +2% | +$369K | 0.05% | 297 |
|
|
2021
Q3 | $19.2M | Sell |
122,700
-17,170
| -12% | -$2.69M | 0.05% | 314 |
|
|
2021
Q2 | $18.9M | Sell |
139,870
-205,202
| -59% | -$27.7M | 0.06% | 227 |
|
|
2021
Q1 | $49.1M | Buy |
345,072
+27,679
| +9% | +$3.93M | 0.16% | 147 |
|
|
2020
Q4 | $33.1M | Buy |
317,393
+23,572
| +8% | +$2.46M | 0.11% | 161 |
|
|
2020
Q3 | $22.5M | Sell |
293,821
-44,134
| -13% | -$3.38M | 0.09% | 184 |
|
|
2020
Q2 | $26.5M | Buy |
+337,955
| New | +$26.5M | 0.11% | 162 |
|
|
2016
Q1 | – | Sell |
-1,632,946
| Closed | -$69.6M | – | 461 |
|
|
2015
Q4 | $69.6M | Buy |
1,632,946
+44,889
| +3% | +$1.91M | 0.28% | 116 |
|
|
2015
Q3 | $63.2M | Buy |
+1,588,057
| New | +$63.2M | 0.13% | 248 |
|