LPC
Lone Pine Capital’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702M | Buy |
1,872,248
+108,233
| +6% | +$40.6M | 5% | 6 |
|
|
2025
Q1 | $577M | Sell |
1,764,015
-158,733
| -8% | -$51.9M | 4.98% | 7 |
|
|
2024
Q4 | $628M | Sell |
1,922,748
-257,389
| -12% | -$84M | 4.66% | 8 |
|
|
2024
Q3 | $507M | Buy |
2,180,137
+495,067
| +29% | +$115M | 3.78% | 14 |
|
|
2024
Q2 | $471M | Hold |
1,685,070
| – | – | 3.82% | 14 |
|
|
2024
Q1 | $445M | Sell |
1,685,070
-155,044
| -8% | -$41M | 3.51% | 15 |
|
|
2023
Q4 | $419M | Hold |
1,840,114
| – | – | 3.62% | 16 |
|
|
2023
Q3 | $437M | Sell |
1,840,114
-162,944
| -8% | -$38.7M | 4.22% | 11 |
|
|
2023
Q2 | $436M | Buy |
2,003,058
+143,417
| +8% | +$31.2M | 3.99% | 11 |
|
|
2023
Q1 | $376M | Sell |
1,859,641
-147,681
| -7% | -$29.9M | 3.48% | 13 |
|
|
2022
Q4 | $434M | Buy |
2,007,322
+26,960
| +1% | +$5.83M | 4.14% | 12 |
|
|
2022
Q3 | $433M | Sell |
1,980,362
-308,789
| -13% | -$67.5M | 4.08% | 13 |
|
|
2022
Q2 | $422M | Buy |
+2,289,151
| New | +$422M | 3.98% | 11 |
|
|
2014
Q4 | – | Sell |
-8,518,366
| Closed | -$392M | – | 49 |
|
|
2014
Q3 | $392M | Hold |
8,518,366
| – | – | 1.53% | 27 |
|
|
2014
Q2 | $424M | Hold |
8,518,366
| – | – | 1.71% | 25 |
|
|
2014
Q1 | $448M | Buy |
+8,518,366
| New | +$448M | 1.95% | 21 |
|