LMR Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $5.75M | Sell |
|
|||||
|
2023
Q4 | $9.96M | Sell |
|
|||||
|
2023
Q3 | $17.3M | Sell |
|
|||||
|
2023
Q2 | $82.4M | Buy |
|
|||||
|
2023
Q1 | $53.2M | Buy |
|
|||||
|
2022
Q4 | $7.53M | Sell |
|
|||||
|
2022
Q3 | $9.62M | Buy |
|
|||||
|
2022
Q2 | $6.98M | Sell |
|
|||||
|
2022
Q1 | $68.3M | Buy |
|
|||||
|
2021
Q4 | $40.3M | Buy |
|
|||||
|
2021
Q3 | $29.4M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $432K | Sell |
|
|||||
|
2020
Q2 | $519K | Buy |
|