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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Donoghue Forlines's LPLA Position: Q2 2025 in Review

Donoghue Forlines sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 7,054 shares — an estimated $2.31M sold.

Donoghue Forlines first reported a position in LPLA in Q1 2021 and held it in 11 quarters. The position peaked at $2.31M in Q1 2025. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Donoghue Forlines reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
Donoghue Forlines sold 7,054 LPL Financial shares in Q2 2025, an estimated $2.31M.
Donoghue Forlines first reported a position in LPL Financial in Q1 2021 and held it in 11 quarters.
Donoghue Forlines's LPL Financial position peaked at $2.31M in Q1 2025.
801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Donoghue Forlines's 13F filing for Q2 2025, filed 8 Aug 2025.