Dodge & Cox
LPLA icon

Dodge & Cox’s LPL Financial LPLA Stock Holding History

Dodge & Cox’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.01B Buy
2,701,709
+1,178,249
+77% +$442M 0.57% 54
2025
Q1 		$498M Buy
1,523,460
+1,053,351
+224% +$345M 0.28% 83
2024
Q4 		$153M Buy
470,109
+454,553
+2,922% +$148M 0.09% 95
2024
Q3 		$3.62M Buy
+15,556
New +$3.62M ﹤0.01% 139