Markel Group’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 | $204M | Buy |
544,604
+5,500
| +1% | +$2.06M | 1.73% | 17 |
|
|
2025
Q1 | $176M | Buy |
539,104
+6,700
| +1% | +$2.19M | 1.57% | 19 |
|
|
2024
Q4 | $174M | Buy |
532,404
+12,000
| +2% | +$3.92M | 1.53% | 21 |
|
|
2024
Q3 | $121M | Buy |
520,404
+38,613
| +8% | +$8.98M | 1.09% | 29 |
|
|
2024
Q2 | $135M | Buy |
481,791
+27,500
| +6% | +$7.68M | 1.32% | 26 |
|
|
2024
Q1 | $120M | Buy |
454,291
+27,905
| +7% | +$7.37M | 1.18% | 26 |
|
|
2023
Q4 | $97.1M | Buy |
426,386
+125,122
| +42% | +$28.5M | 1.06% | 27 |
|
|
2023
Q3 | $71.6M | Buy |
301,264
+174,205
| +137% | +$41.4M | 0.86% | 37 |
|
|
2023
Q2 | $27.6M | Buy |
127,059
+107,389
| +546% | +$23.3M | 0.33% | 66 |
|
|
2023
Q1 | $3.98M | Buy |
19,670
+16,989
| +634% | +$3.44M | 0.05% | 112 |
|
|
2022
Q4 | $580K | Buy |
+2,681
| New | +$580K | 0.01% | 133 |
|