LPL Financial
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LPL Financial’s Simulations Plus SLP Stock Holding History

LPL Financial’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$409K Buy
2025
Q2 		$231K Buy
2025
Q1 		$292K Buy
2024
Q4 		$230K Buy
2022
Q1 		– Sell
2021
Q4 		$313K Sell
2021
Q3 		$275K Buy
2021
Q2 		$323K Sell
2021
Q1 		$474K Buy
2020
Q4 		$531K Buy
2020
Q3 		$348K Buy