LPL Financial
DFIN icon

LPL Financial’s Donnelley Financial Solutions DFIN Stock Holding History

LPL Financial’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Buy
+4,775
New +$234K ﹤0.01% 5404
2025
Q3 		– Sell
-7,008
Closed -$432K – 5850
2025
Q2 		$432K Buy
+7,008
New +$361K ﹤0.01% 4495
2024
Q4 		– Sell
-5,008
Closed -$330K – 5320
2024
Q3 		$330K Sell
5,008
-96
-2% -$6.23K ﹤0.01% 4352
2024
Q2 		$304K Sell
5,104
-4,086
-44% -$249K ﹤0.01% 4254
2024
Q1 		$570K Buy
9,190
+431
+5% +$27K ﹤0.01% 3664
2023
Q4 		$546K Sell
8,759
-1,003
-10% -$57.2K ﹤0.01% 3593
2023
Q3 		$549K Sell
9,762
-2,820
-22% -$137K ﹤0.01% 3405
2023
Q2 		$573K Sell
12,582
-345
-3% -$15.2K ﹤0.01% 3323
2023
Q1 		$528K Buy
12,927
+7,630
+144% +$324K ﹤0.01% 3273
2022
Q4 		$205K Buy
+5,297
New +$199K ﹤0.01% 3967

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FCM
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