Zacks Investment Management’s LPL Financial LPLA Stock Holding History

Zacks Investment Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-930	Closed	-$203K	–	637
2022 Q3	$203K	Buy	+930	New	+$203K	﹤0.01%	541
2020 Q3	–	Sell	-10,911	Closed	-$855K	–	538
2020 Q2	$855K	Sell	10,911 -15,845	-59%	-$1.24M	0.02%	324
2020 Q1	$1.46M	Buy	26,756 +989	+4%	+$53.8K	0.04%	241
2019 Q4	$2.38M	Buy	25,767 +698	+3%	+$64.4K	0.04%	236
2019 Q3	$2.05M	Sell	25,069 -3,333	-12%	-$273K	0.04%	252
2019 Q2	$2.32M	Buy	28,402 +392	+1%	+$32K	0.05%	240
2019 Q1	$1.95M	Buy	28,010 +6,826	+32%	+$475K	0.04%	259
2018 Q4	$1.29M	Sell	21,184 -6	-0%	-$367	0.03%	301
2018 Q3	$1.37M	Buy	21,190 +881	+4%	+$56.8K	0.03%	345
2018 Q2	$1.33M	Buy	20,309 +583	+3%	+$38.2K	0.03%	364
2018 Q1	$1.21M	Buy	19,726 +991	+5%	+$60.5K	0.03%	375
2017 Q4	$1.07M	Sell	18,735 -20,074	-52%	-$1.15M	0.02%	392
2017 Q3	$2M	Buy	38,809 +3,676	+10%	+$190K	0.05%	248
2017 Q2	$1.49M	Sell	35,133 -399	-1%	-$16.9K	0.04%	284
2017 Q1	$1.42M	Sell	35,532 -1,550	-4%	-$61.7K	0.04%	287
2016 Q4	$1.31M	Sell	37,082 -1,361	-4%	-$47.9K	0.04%	279
2016 Q3	$1.15M	Sell	38,443 -62,716	-62%	-$1.88M	0.03%	304
2016 Q2	$2.28M	Sell	101,159 -18,996	-16%	-$428K	0.07%	181
2016 Q1	$2.98M	Buy	120,155 +26,781	+29%	+$664K	0.09%	160
2015 Q4	$3.98M	Sell	93,374 -6,803	-7%	-$290K	0.13%	148
2015 Q3	$3.98M	Sell	100,177 -1,872	-2%	-$74.4K	0.14%	145
2015 Q2	$4.74M	Buy	102,049 +38,865	+62%	+$1.81M	0.15%	136
2015 Q1	$2.77M	Buy	63,184 +18,109	+40%	+$794K	0.09%	164
2014 Q4	$2.01M	Sell	45,075 -34,257	-43%	-$1.53M	0.07%	182
2014 Q3	$3.65M	Buy	79,332 +3,309	+4%	+$152K	0.13%	146
2014 Q2	$3.78M	Buy	76,023 +61,473	+422%	+$3.06M	0.13%	150
2014 Q1	$764K	Buy	+14,550	New	+$764K	0.03%	306
2013 Q4	–	Sell	-11,339	Closed	-$434K	–	708
2013 Q3	$434K	Sell	11,339 -390	-3%	-$14.9K	0.02%	386
2013 Q2	$443K	Buy	+11,729	New	+$443K	0.02%	341