Lynwood Price Capital Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.2M Buy
54,000
+1,500
+3% +$562K 10.07% 5
2025
Q1
$17.2M Buy
52,500
+17,000
+48% +$5.56M 9.79% 3
2024
Q4
$11.6M Buy
+35,500
New +$11.6M 7.99% 6