Holocene Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101M | Sell |
268,448
-66,523
| -20% | -$24.9M | 0.25% | 107 |
|
|
2025
Q1 | $110M | Buy |
334,971
+101,806
| +44% | +$33.3M | 0.32% | 97 |
|
|
2024
Q4 | $76.1M | Sell |
233,165
-45,618
| -16% | -$14.9M | 0.24% | 119 |
|
|
2024
Q3 | $64.9M | Buy |
278,783
+56,825
| +26% | +$13.2M | 0.26% | 123 |
|
|
2024
Q2 | $62M | Buy |
+221,958
| New | +$62M | 0.26% | 117 |
|
|
2023
Q4 | – | Sell |
-436,086
| Closed | -$104M | – | 771 |
|
|
2023
Q3 | $104M | Buy |
436,086
+72,035
| +20% | +$17.1M | 0.45% | 67 |
|
|
2023
Q2 | $79.2M | Buy |
+364,051
| New | +$79.2M | 0.34% | 95 |
|
|
2020
Q3 | – | Sell |
-485,575
| Closed | -$38.1M | – | 713 |
|
|
2020
Q2 | $38.1M | Buy |
+485,575
| New | +$38.1M | 0.33% | 84 |
|