Iridian Asset Management’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 | $5.23M | Sell |
13,937
-6,964
| -33% | -$2.61M | 1.81% | 18 |
|
|
2025
Q1 | $6.84M | Sell |
20,901
-8,001
| -28% | -$2.62M | 2.14% | 15 |
|
|
2024
Q4 | $9.44M | Sell |
28,902
-53,932
| -65% | -$17.6M | 2.51% | 13 |
|
|
2024
Q3 | $19.3M | Buy |
82,834
+36,212
| +78% | +$8.42M | 4.13% | 8 |
|
|
2024
Q2 | $13M | Sell |
46,622
-13,392
| -22% | -$3.74M | 2.94% | 12 |
|
|
2024
Q1 | $15.9M | Sell |
60,014
-141
| -0.2% | -$37.3K | 3.11% | 10 |
|
|
2023
Q4 | $13.7M | Buy |
60,155
+30,273
| +101% | +$6.89M | 2.48% | 11 |
|
|
2023
Q3 | $7.1M | Sell |
29,882
-41,989
| -58% | -$9.98M | 1.44% | 18 |
|
|
2023
Q2 | $15.6M | Buy |
71,871
+19,986
| +39% | +$4.35M | 1.45% | 19 |
|
|
2023
Q1 | $10.5M | Sell |
51,885
-8,682
| -14% | -$1.76M | 0.86% | 30 |
|
|
2022
Q4 | $13.1M | Sell |
60,567
-29,728
| -33% | -$6.43M | 1.26% | 26 |
|
|
2022
Q3 | $19.7M | Sell |
90,295
-95,627
| -51% | -$20.9M | 1.96% | 21 |
|
|
2022
Q2 | $34.3M | Sell |
185,922
-13,785
| -7% | -$2.54M | 2.81% | 16 |
|
|
2022
Q1 | $36.5M | Sell |
199,707
-14,896
| -7% | -$2.72M | 2.54% | 19 |
|
|
2021
Q4 | $34.4M | Sell |
214,603
-268,046
| -56% | -$42.9M | 2.1% | 21 |
|
|
2021
Q3 | $75.7M | Sell |
482,649
-193,627
| -29% | -$30.4M | 2.31% | 20 |
|
|
2021
Q2 | $91.3M | Buy |
676,276
+29,359
| +5% | +$3.96M | 1.6% | 33 |
|
|
2021
Q1 | $92M | Buy |
+646,917
| New | +$92M | 1.57% | 31 |
|