LIP
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Lighthouse Investment Partners’s LPL Financial LPLA Stock Holding History

Lighthouse Investment Partners’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
2026
Q1 		$3.35M Buy
+11,129
New +$3.73M 0.13% 255
2025
Q2 		– Sell
-30,279
Closed -$9.91M – 641
2025
Q1 		$9.91M Sell
30,279
-12,708
-30% -$4.43M 0.45% 69
2024
Q4 		$14M Buy
+42,987
New +$12.7M 0.54% 56
2023
Q4 		– Sell
-864
Closed -$205K – 377
2023
Q3 		$205K Sell
864
-570
-40% -$132K 0.01% 313
2023
Q2 		$312K Buy
+1,434
New +$287K 0.02% 250
2023
Q1 		– Sell
-2,022
Closed -$437K – 336
2022
Q4 		$437K Buy
+2,022
New +$473K 0.08% 182

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