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Burkehill Global Management’s LPL Financial LPLA Stock Holding History

Burkehill Global Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-70,000
Closed -$23.3M – 180
2025
Q3 		$23.3M Hold
70,000
– – 1.32% 21
2025
Q2 		$26.2M Sell
70,000
-15,000
-18% -$5.26M 1.94% 12
2025
Q1 		$27.8M Buy
+85,000
New +$29.6M 2.07% 16

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