JCM
Junto Capital Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.3M | Sell |
232,846
-164,520
| -41% | -$61.7M | 1.82% | 13 |
|
|
2025
Q1 | $130M | Sell |
397,366
-8,624
| -2% | -$2.82M | 2.72% | 4 |
|
|
2024
Q4 | $133M | Sell |
405,990
-71,596
| -15% | -$23.4M | 2.57% | 7 |
|
|
2024
Q3 | $111M | Sell |
477,586
-91,248
| -16% | -$21.2M | 2.46% | 7 |
|
|
2024
Q2 | $159M | Buy |
568,834
+131,160
| +30% | +$36.6M | 3.25% | 2 |
|
|
2024
Q1 | $116M | Sell |
437,674
-76,641
| -15% | -$20.2M | 2.56% | 6 |
|
|
2023
Q4 | $117M | Buy |
514,315
+100,918
| +24% | +$23M | 2.62% | 8 |
|
|
2023
Q3 | $98.2M | Sell |
413,397
-137,158
| -25% | -$32.6M | 2.33% | 9 |
|
|
2023
Q2 | $120M | Buy |
550,555
+330,335
| +150% | +$71.8M | 3.04% | 5 |
|
|
2023
Q1 | $44.6M | Sell |
220,220
-125,548
| -36% | -$25.4M | 1.23% | 28 |
|
|
2022
Q4 | $74.7M | Sell |
345,768
-58,790
| -15% | -$12.7M | 2.12% | 11 |
|
|
2022
Q3 | $88.4M | Sell |
404,558
-227,535
| -36% | -$49.7M | 2.46% | 7 |
|
|
2022
Q2 | $117M | Sell |
632,093
-252,528
| -29% | -$46.6M | 3.46% | 1 |
|
|
2022
Q1 | $162M | Buy |
884,621
+46,507
| +6% | +$8.5M | 4.44% | 1 |
|
|
2021
Q4 | $134M | Buy |
838,114
+52,961
| +7% | +$8.48M | 3.45% | 3 |
|
|
2021
Q3 | $123M | Buy |
785,153
+268,465
| +52% | +$42.1M | 3.88% | 3 |
|
|
2021
Q2 | $69.7M | Sell |
516,688
-144,145
| -22% | -$19.5M | 2.22% | 18 |
|
|
2021
Q1 | $93.9M | Sell |
660,833
-396,726
| -38% | -$56.4M | 3.38% | 7 |
|
|
2020
Q4 | $110M | Buy |
1,057,559
+172,075
| +19% | +$17.9M | 3.59% | 6 |
|
|
2020
Q3 | $67.9M | Buy |
885,484
+247,332
| +39% | +$19M | 2.46% | 14 |
|
|
2020
Q2 | $50M | Sell |
638,152
-589,221
| -48% | -$46.2M | 2.14% | 19 |
|
|
2020
Q1 | $66.8M | Buy |
1,227,373
+323,706
| +36% | +$17.6M | 4.83% | 4 |
|
|
2019
Q4 | $83.4M | Sell |
903,667
-127,271
| -12% | -$11.7M | 3.93% | 7 |
|
|
2019
Q3 | $84.4M | Buy |
1,030,938
+263,355
| +34% | +$21.6M | 5.02% | 3 |
|
|
2019
Q2 | $62.6M | Buy |
767,583
+163,330
| +27% | +$13.3M | 3.61% | 12 |
|
|
2019
Q1 | $42.1M | Buy |
604,253
+94,013
| +18% | +$6.55M | 2.42% | 19 |
|
|
2018
Q4 | $31.2M | Buy |
+510,240
| New | +$31.2M | 2.18% | 23 |
|
|
2018
Q1 | – | Sell |
-537,348
| Closed | -$30.7M | – | 43 |
|
|
2017
Q4 | $30.7M | Sell |
537,348
-288,871
| -35% | -$16.5M | 2.35% | 20 |
|
|
2017
Q3 | $42.6M | Buy |
+826,219
| New | +$42.6M | 3.49% | 8 |
|