HMI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $93.8M | Sell |
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|
2024
Q4 | $131M | Sell |
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|
2024
Q3 | $161M | Buy |
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|
2024
Q2 | $159M | Buy |
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|
2024
Q1 | $98.1M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20.8M | Sell |
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|
2018
Q3 | $28.3M | Sell |
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|
2018
Q2 | $31.6M | Hold |
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|
2018
Q1 | $29.4M | Sell |
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|
2017
Q4 | $107M | Hold |
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|
2017
Q3 | $96.9M | Hold |
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|
2017
Q2 | $79.8M | Hold |
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|
2017
Q1 | $74.9M | Sell |
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|
2016
Q4 | $97.9M | Hold |
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|
2016
Q3 | $83.1M | Hold |
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|
2016
Q2 | $62.6M | Hold |
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|
2016
Q1 | $68.9M | Buy |
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|
2015
Q4 | $86.2M | Buy |
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|
2015
Q3 | $73.4M | Buy |
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|
2015
Q2 | $65.8M | Buy |
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|
2015
Q1 | $41.4M | Buy |
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|
2014
Q4 | $39.6M | Buy |
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|
2014
Q3 | $29.2M | Buy |
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|
2014
Q2 | $26.4M | Buy |
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|
2014
Q1 | $23.2M | Buy |
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|
2013
Q4 | $8.7M | Buy |
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