Zurich Cantonal Bank’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 | $14M | Buy |
|
|||||
|
2025
Q1 | $9.21M | Buy |
|
|||||
|
2024
Q4 | $9.06M | Buy |
|
|||||
|
2024
Q3 | $6.33M | Buy |
|
|||||
|
2024
Q2 | $7.29M | Buy |
|
|||||
|
2024
Q1 | $6.72M | Sell |
|
|||||
|
2023
Q4 | $6.38M | Sell |
|
|||||
|
2023
Q3 | $6.84M | Sell |
|
|||||
|
2023
Q2 | $6.96M | Buy |
|
|||||
|
2023
Q1 | $6.26M | Buy |
|
|||||
|
2022
Q4 | $5.83M | Buy |
|
|||||
|
2022
Q3 | $5.67M | Buy |
|
|||||
|
2022
Q2 | $4.52M | Buy |
|
|||||
|
2022
Q1 | $1.97M | Sell |
|
|||||
|
2021
Q4 | $1.74M | Buy |
|
|||||
|
2021
Q3 | $1.21M | Hold |
|
|||||
|
2021
Q2 | $1.04M | Sell |
|
|||||
|
2021
Q1 | $1.13M | Sell |
|
|||||
|
2020
Q4 | $1.03M | Buy |
|
|||||
|
2020
Q3 | $692K | Hold |
|
|||||
|
2020
Q2 | $708K | Buy |
|
|||||
|
2020
Q1 | $380K | Buy |
|
|||||
|
2019
Q4 | $492K | Hold |
|
|||||
|
2019
Q3 | $437K | Buy |
|
|||||
|
2019
Q2 | $417K | Sell |
|
|||||
|
2019
Q1 | $520K | Sell |
|
|||||
|
2018
Q4 | $574K | Buy |
|
|||||
|
2018
Q3 | $562K | Sell |
|
|||||
|
2018
Q2 | $960K | Sell |
|
|||||
|
2018
Q1 | $1.1M | Hold |
|
|||||
|
2017
Q4 | $1.03M | Sell |
|
|||||
|
2017
Q3 | $975K | Sell |
|
|||||
|
2017
Q2 | $1.04M | Buy |
|
|||||
|
2017
Q1 | $365K | Buy |
|
|||||
|
2016
Q4 | $78K | Hold |
|
|||||
|
2016
Q3 | $67K | Buy |
|
|||||
|
2016
Q2 | $43K | Hold |
|
|||||
|
2016
Q1 | $47K | Hold |
|
|||||
|
2015
Q4 | $82K | Buy |
|
|||||
|
2015
Q3 | $45K | Buy |
|
|||||
|
2015
Q2 | $13K | Hold |
|
|||||
|
2015
Q1 | $12K | Buy |
|