Kayne Anderson Rudnick Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959M | Sell |
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|
2025
Q1 | $877M | Buy |
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|
2024
Q4 | $869M | Buy |
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|
2024
Q3 | $606M | Buy |
|
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|
2024
Q2 | $723M | Buy |
|
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|
2024
Q1 | $623M | Buy |
|
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|
2023
Q4 | $499M | Buy |
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|
2023
Q3 | $510M | Buy |
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|
2023
Q2 | $449M | Buy |
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|
2023
Q1 | $408M | Sell |
|
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|
2022
Q4 | $436M | Sell |
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|
2022
Q3 | $591M | Buy |
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|
2022
Q2 | $498M | Buy |
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|
2022
Q1 | $491M | Buy |
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|
2021
Q4 | $391M | Buy |
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|
2021
Q3 | $360M | Buy |
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|
2021
Q2 | $290M | Buy |
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|
2021
Q1 | $273M | Buy |
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