Jackson Square Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-137,689
| Closed | -$38.5M | – | 81 |
|
|
2024
Q2 | $38.5M | Sell |
137,689
-56,277
| -29% | -$15.7M | 2.35% | 21 |
|
|
2024
Q1 | $51.2M | Buy |
193,966
+34,378
| +22% | +$9.08M | 2.13% | 25 |
|
|
2023
Q4 | $36.3M | Sell |
159,588
-174,794
| -52% | -$39.8M | 1.18% | 32 |
|
|
2023
Q3 | $79.5M | Sell |
334,382
-23,102
| -6% | -$5.49M | 2.65% | 17 |
|
|
2023
Q2 | $77.7M | Sell |
357,484
-32,336
| -8% | -$7.03M | 2.27% | 21 |
|
|
2023
Q1 | $78.9M | Sell |
389,820
-152,611
| -28% | -$30.9M | 2.13% | 22 |
|
|
2022
Q4 | $117M | Sell |
542,431
-89,425
| -14% | -$19.3M | 3.13% | 16 |
|
|
2022
Q3 | $138M | Sell |
631,856
-46,122
| -7% | -$10.1M | 3.62% | 9 |
|
|
2022
Q2 | $125M | Buy |
+677,978
| New | +$125M | 2.92% | 12 |
|