Coronation Fund Managers’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 | $56.6M | Buy |
151,023
+27,690
| +22% | +$10.4M | 3.07% | 8 |
|
|
2025
Q1 | $40.3M | Sell |
123,333
-63,675
| -34% | -$20.8M | 2.19% | 17 |
|
|
2024
Q4 | $61.1M | Sell |
187,008
-30,443
| -14% | -$9.94M | 3.59% | 8 |
|
|
2024
Q3 | $50.6M | Buy |
217,451
+88,196
| +68% | +$20.5M | 2.81% | 9 |
|
|
2024
Q2 | $36.1M | Sell |
129,255
-168,923
| -57% | -$47.2M | 2.08% | 21 |
|
|
2024
Q1 | $78.8M | Buy |
298,178
+183,290
| +160% | +$48.4M | 2.14% | 16 |
|
|
2023
Q4 | $26.2M | Buy |
114,888
+38,606
| +51% | +$8.79M | 0.73% | 42 |
|
|
2023
Q3 | $18.1M | Sell |
76,282
-10,641
| -12% | -$2.53M | 0.54% | 54 |
|
|
2023
Q2 | $18.9M | Buy |
86,923
+8,279
| +11% | +$1.8M | 0.51% | 57 |
|
|
2023
Q1 | $15.9M | Buy |
78,644
+49,532
| +170% | +$10M | 0.42% | 54 |
|
|
2022
Q4 | $6.29M | Buy |
+29,112
| New | +$6.29M | 0.17% | 106 |
|