Discontinued — last reported Q4 '14

Other

Sales and maturities of investments

LPL Financial Holdings Sales and maturities of investments remained flat by 0.0% to $1.25M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $1.25M to $1.25M. Over 4 years (FY 2021 to FY 2025), Sales and maturities of investments shows relatively stable performance with a 0.5% CAGR.

Analysis

StatementIncome Statement
SectionOther
First reportedQ1 2014
Last reportedQ4 2014
Metric ID: other_proceeds_from_sale_and_maturity_of_held_to_maturit_302cc8

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.25M$1.25M$1.25M$1.25M$1.25M$1.25M$1.25M$1.75M$1.25M$1.25M$1.25M$1.25M$1.25M$1.25M$1.25M$1.25M$1.25M$1.35M$1.25M$1.25M
QoQ Change—+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+40.0%-28.6%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+8.0%-7.4%+0.0%
YoY Change————+0.0%+0.0%+0.0%+40.0%+0.0%+0.0%+0.0%-28.6%+0.0%+0.0%+0.0%+0.0%+0.0%+8.0%+0.0%+0.0%
Range$1.25M – $1.75M
CAGR+0.0%
Avg YoY Growth+1.2%
Median YoY Growth+0.0%

Frequently Asked Questions

What is LPL Financial Holdings's sales and maturities of investments?
LPL Financial Holdings (LPLA) reported sales and maturities of investments of $1.25M in Q1 2026.
How has LPL Financial Holdings's sales and maturities of investments changed year-over-year?
LPL Financial Holdings's sales and maturities of investments decreased by 0.0% year-over-year, from $1.25M to $1.25M.
What is the long-term trend for LPL Financial Holdings's sales and maturities of investments?
Over 4 years (2021 to 2025), LPL Financial Holdings's sales and maturities of investments has grown at a 0.5% compound annual growth rate (CAGR), from $5.00M to $5.10M.