Harris Associates’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-135,474
| Closed | -$44.3M | – | 179 |
|
|
2025
Q1 | $44.3M | Sell |
135,474
-60,000
| -31% | -$19.6M | 0.07% | 86 |
|
|
2024
Q4 | $63.8M | Sell |
195,474
-16,764
| -8% | -$5.47M | 0.08% | 86 |
|
|
2024
Q3 | $49.4M | Buy |
+212,238
| New | +$49.4M | 0.06% | 87 |
|