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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Sell |
36,853
-951
| -3% | -$319K | 0.02% | 468 |
|
|
2025
Q4 | $13.5M | Sell |
37,804
-242
| -0.6% | -$85.6K | 0.05% | 428 |
|
|
2025
Q3 | $12.7M | Buy |
38,046
+663
| +2% | +$240K | 0.03% | 425 |
|
|
2025
Q2 | $14M | Buy |
37,383
+9,230
| +33% | +$3.23M | 0.03% | 382 |
|
|
2025
Q1 | $9.21M | Buy |
28,153
+415
| +1% | +$145K | 0.03% | 467 |
|
|
2024
Q4 | $9.06M | Buy |
27,738
+524
| +2% | +$155K | 0.03% | 454 |
|
|
2024
Q3 | $6.33M | Buy |
27,214
+1,104
| +4% | +$249K | 0.02% | 530 |
|
|
2024
Q2 | $7.29M | Buy |
26,110
+689
| +3% | +$187K | 0.02% | 471 |
|
|
2024
Q1 | $6.72M | Sell |
25,421
-2,591
| -9% | -$654K | 0.02% | 484 |
|
|
2023
Q4 | $6.38M | Sell |
28,012
-767
| -3% | -$172K | 0.02% | 481 |
|
|
2023
Q3 | $6.84M | Sell |
28,779
-3,242
| -10% | -$753K | 0.03% | 431 |
|
|
2023
Q2 | $6.96M | Buy |
32,021
+1,076
| +3% | +$215K | 0.03% | 434 |
|
|
2023
Q1 | $6.26M | Buy |
30,945
+3,965
| +15% | +$906K | 0.03% | 441 |
|
|
2022
Q4 | $5.83M | Buy |
26,980
+1,015
| +4% | +$237K | 0.03% | 454 |
|
|
2022
Q3 | $5.67M | Buy |
25,965
+1,466
| +6% | +$312K | 0.03% | 439 |
|
|
2022
Q2 | $4.52M | Buy |
24,499
+13,698
| +127% | +$2.6M | 0.03% | 492 |
|
|
2022
Q1 | $1.97M | Sell |
10,801
-34
| -0.3% | -$5.92K | 0.01% | 727 |
|
|
2021
Q4 | $1.74M | Buy |
10,835
+3,124
| +41% | +$516K | 0.01% | 788 |
|
|
2021
Q3 | $1.21M | Hold |
7,711
| – | – | 0.01% | 867 |
|
|
2021
Q2 | $1.04M | Sell |
7,711
-263
| -3% | -$38.2K | 0.01% | 890 |
|
|
2021
Q1 | $1.13M | Sell |
7,974
-1,906
| -19% | -$243K | 0.01% | 846 |
|
|
2020
Q4 | $1.03M | Buy |
9,880
+855
| +9% | +$76.8K | 0.01% | 940 |
|
|
2020
Q3 | $692K | Hold |
9,025
| – | – | ﹤0.01% | 949 |
|
|
2020
Q2 | $708K | Buy |
9,025
+2,052
| +29% | +$137K | 0.01% | 886 |
|
|
2020
Q1 | $380K | Buy |
6,973
+1,635
| +31% | +$132K | ﹤0.01% | 944 |
|
|
2019
Q4 | $492K | Hold |
5,338
| – | – | ﹤0.01% | 933 |
|
|
2019
Q3 | $437K | Buy |
5,338
+231
| +5% | +$18.5K | ﹤0.01% | 941 |
|
|
2019
Q2 | $417K | Sell |
5,107
-2,358
| -32% | -$187K | ﹤0.01% | 951 |
|
|
2019
Q1 | $520K | Sell |
7,465
-1,927
| -21% | -$139K | ﹤0.01% | 881 |
|
|
2018
Q4 | $574K | Buy |
9,392
+676
| +8% | +$41.2K | 0.01% | 847 |
|
|
2018
Q3 | $562K | Sell |
8,716
-5,928
| -40% | -$393K | ﹤0.01% | 901 |
|
|
2018
Q2 | $960K | Sell |
14,644
-3,389
| -19% | -$223K | 0.01% | 806 |
|
|
2018
Q1 | $1.1M | Hold |
18,033
| – | – | 0.01% | 762 |
|
|
2017
Q4 | $1.03M | Sell |
18,033
-876
| -5% | -$46.1K | 0.01% | 781 |
|
|
2017
Q3 | $975K | Sell |
18,909
-5,484
| -22% | -$252K | 0.01% | 780 |
|
|
2017
Q2 | $1.04M | Buy |
24,393
+15,229
| +166% | +$618K | 0.01% | 776 |
|
|
2017
Q1 | $365K | Buy |
9,164
+6,937
| +311% | +$273K | ﹤0.01% | 892 |
|
|
2016
Q4 | $78K | Hold |
2,227
| – | – | ﹤0.01% | 1454 |
|
|
2016
Q3 | $67K | Buy |
2,227
+316
| +17% | +$8.55K | ﹤0.01% | 1483 |
|
|
2016
Q2 | $43K | Hold |
1,911
| – | – | ﹤0.01% | 1574 |
|
|
2016
Q1 | $47K | Hold |
1,911
| – | – | ﹤0.01% | 1463 |
|
|
2015
Q4 | $82K | Buy |
1,911
+774
| +68% | +$33K | ﹤0.01% | 1225 |
|
|
2015
Q3 | $45K | Buy |
1,137
+862
| +313% | +$37.1K | ﹤0.01% | 1139 |
|
|
2015
Q2 | $13K | Hold |
275
| – | – | ﹤0.01% | 1254 |
|
|
2015
Q1 | $12K | Buy |
+275
| New | +$12.2K | ﹤0.01% | 1276 |
|
Other funds holding LPLA
VPM
VCM
SC
