Echo Street Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $588K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $966K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $548K | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $346K | Buy |
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $1.63M | Buy |
|