Winton Group’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
Q2 | $1.66M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $656K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.98M | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $717K | Buy |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $536K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $288K | Sell |
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|
2021
Q1 | $616K | Sell |
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|
2020
Q4 | $850K | Sell |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $810K | Sell |
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|
2019
Q4 | $2.51M | Buy |
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|
2019
Q3 | $1.22M | Buy |
|
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|
2019
Q2 | $832K | Buy |
|
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|
2019
Q1 | $700K | Buy |
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|
2018
Q4 | $346K | Sell |
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|
2018
Q3 | $497K | Buy |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $349K | Buy |
|