EC
Eminence Capital’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207M | Buy |
551,592
+28,479
| +5% | +$10.7M | 2.49% | 10 |
|
|
2025
Q1 | $171M | Sell |
523,113
-35,534
| -6% | -$11.6M | 2.86% | 12 |
|
|
2024
Q4 | $182M | Sell |
558,647
-519,462
| -48% | -$170M | 2.79% | 11 |
|
|
2024
Q3 | $251M | Buy |
1,078,109
+408,858
| +61% | +$95.1M | 3.53% | 2 |
|
|
2024
Q2 | $187M | Sell |
669,251
-66,615
| -9% | -$18.6M | 3.01% | 8 |
|
|
2024
Q1 | $194M | Sell |
735,866
-63,891
| -8% | -$16.9M | 2.76% | 4 |
|
|
2023
Q4 | $182M | Buy |
799,757
+101,159
| +14% | +$23M | 2.73% | 3 |
|
|
2023
Q3 | $166M | Sell |
698,598
-85,627
| -11% | -$20.3M | 3.28% | 4 |
|
|
2023
Q2 | $171M | Buy |
784,225
+66,106
| +9% | +$14.4M | 2.24% | 5 |
|
|
2023
Q1 | $145M | Buy |
718,119
+280,540
| +64% | +$56.8M | 2.06% | 9 |
|
|
2022
Q4 | $94.6M | Buy |
437,579
+208,440
| +91% | +$45.1M | 1.76% | 23 |
|
|
2022
Q3 | $50.1M | Buy |
229,139
+4,242
| +2% | +$927K | 1.05% | 45 |
|
|
2022
Q2 | $41.5M | Buy |
+224,897
| New | +$41.5M | 0.82% | 48 |
|