Diamond Hill Capital Management’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
$13.3M Buy
35,537
+1,020
+3% +$382K 0.06% 113
2025
Q1
$11.3M Buy
34,517
+7,109
+26% +$2.33M 0.05% 118
2024
Q4
$8.95M Buy
+27,408
New +$8.95M 0.04% 130