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Donoghue Forlines’s LPL Financial LPLA Stock Holding History

Donoghue Forlines’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
Q2 		– Sell
-7,054
Closed -$2.31M – 126
2025
Q1 		$2.31M Buy
7,054
+591
+9% +$206K 0.73% 32
2024
Q4 		$2.11M Buy
+6,463
New +$1.91M 0.71% 16
2024
Q3 		– Sell
-5,287
Closed -$1.48M – 261
2024
Q2 		$1.48M Buy
+5,287
New +$1.44M 0.42% 62
2023
Q2 		– Sell
-5,071
Closed -$1.03M – 265
2023
Q1 		$1.03M Sell
5,071
-599
-11% -$137K 0.37% 81
2022
Q4 		$1.23M Buy
5,670
+2,571
+83% +$601K 0.43% 71
2022
Q3 		$677K Sell
3,099
-495
-14% -$105K 0.24% 65
2022
Q2 		$663K Sell
3,594
-632
-15% -$120K 0.17% 146
2022
Q1 		$772K Sell
4,226
-7,123
-63% -$1.24M 0.17% 198
2021
Q4 		$1.82M Buy
+11,349
New +$1.87M 0.31% 74
2021
Q3 		– Sell
-12,251
Closed -$1.65M – 228
2021
Q2 		$1.65M Sell
12,251
-876
-7% -$127K 0.31% 85
2021
Q1 		$1.87M Buy
+13,127
New +$1.68M 0.36% 64

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return