Holocene Advisors
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Holocene Advisors’s LPL Financial LPLA Stock Holding History

Holocene Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$101M Sell
2025
Q1 		$110M Buy
2024
Q4 		$76.1M Sell
2024
Q3 		$64.9M Buy
2024
Q2 		$62M Buy
2023
Q4 		– Sell
2023
Q3 		$104M Buy
2023
Q2 		$79.2M Buy
2020
Q3 		– Sell
2020
Q2 		$38.1M Buy