Azora Capital LP’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177M | Buy |
472,352
+29,918
| +7% | +$11.2M | 8.01% | 1 |
|
|
2025
Q1 | $145M | Buy |
442,434
+26,249
| +6% | +$8.59M | 9.82% | 1 |
|
|
2024
Q4 | $136M | Sell |
416,185
-227,359
| -35% | -$74.2M | 6.1% | 2 |
|
|
2024
Q3 | $150M | Buy |
643,544
+220,622
| +52% | +$51.3M | 8.07% | 1 |
|
|
2024
Q2 | $118M | Buy |
422,922
+6,366
| +2% | +$1.78M | 5.44% | 2 |
|
|
2024
Q1 | $110M | Buy |
416,556
+89,760
| +27% | +$23.7M | 7.97% | 1 |
|
|
2023
Q4 | $74.4M | Buy |
326,796
+3,648
| +1% | +$830K | 6.39% | 2 |
|
|
2023
Q3 | $76.8M | Buy |
323,148
+96,730
| +43% | +$23M | 8.2% | 1 |
|
|
2023
Q2 | $49.2M | Sell |
226,418
-55,471
| -20% | -$12.1M | 8.91% | 1 |
|
|
2023
Q1 | $57.1M | Buy |
281,889
+22,584
| +9% | +$4.57M | 8.31% | 1 |
|
|
2022
Q4 | $56.1M | Buy |
259,305
+31,566
| +14% | +$6.82M | 8.47% | 2 |
|
|
2022
Q3 | $50.9M | Sell |
227,739
-21,179
| -9% | -$4.73M | 7.56% | 2 |
|
|
2022
Q2 | $45.9M | Buy |
248,918
+35,617
| +17% | +$6.57M | 11.25% | 1 |
|
|
2022
Q1 | $39M | Buy |
213,301
+148,677
| +230% | +$27.2M | 6.5% | 2 |
|
|
2021
Q4 | $10.3M | Buy |
64,624
+3,967
| +7% | +$635K | 1.62% | 27 |
|
|
2021
Q3 | $9.51M | Sell |
60,657
-76,508
| -56% | -$12M | 1.13% | 29 |
|
|
2021
Q2 | $18.5M | Sell |
137,165
-223,294
| -62% | -$30.1M | 2.88% | 15 |
|
|
2021
Q1 | $51.2M | Sell |
360,459
-324,639
| -47% | -$46.2M | 6.43% | 3 |
|
|
2020
Q4 | $71.4M | Buy |
+685,098
| New | +$71.4M | 6.47% | 3 |
|
|
2020
Q3 | – | Sell |
-71,927
| Closed | -$5.64M | – | 53 |
|
|
2020
Q2 | $5.64M | Sell |
71,927
-39,761
| -36% | -$3.12M | 0.92% | 27 |
|
|
2020
Q1 | $6.08M | Sell |
111,688
-357,094
| -76% | -$19.4M | 2.35% | 15 |
|
|
2019
Q4 | $43.2M | Buy |
468,782
+327,579
| +232% | +$30.2M | 6.14% | 5 |
|
|
2019
Q3 | $11.6M | Sell |
141,203
-503,015
| -78% | -$41.2M | 2.56% | 14 |
|
|
2019
Q2 | $52.5M | Buy |
644,218
+214,284
| +50% | +$17.5M | 7.2% | 2 |
|
|
2019
Q1 | $29.9M | Sell |
429,934
-503,819
| -54% | -$35.1M | 4.9% | 10 |
|
|
2018
Q4 | $57M | Buy |
933,753
+331,864
| +55% | +$20.3M | 9.1% | 1 |
|
|
2018
Q3 | $38.8M | Sell |
601,889
-76,787
| -11% | -$4.95M | 4.97% | 8 |
|
|
2018
Q2 | $44.5M | Buy |
678,676
+48,285
| +8% | +$3.16M | 7.02% | 6 |
|
|
2018
Q1 | $38.5M | Buy |
630,391
+145,974
| +30% | +$8.91M | 10.68% | 1 |
|
|
2017
Q4 | $27.7M | Buy |
+484,417
| New | +$27.7M | 8.03% | 2 |
|