Maverick Capital’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 | $37.3M | Sell |
99,507
-221,273
| -69% | -$83M | 0.56% | 44 |
|
|
2025
Q1 | $105M | Sell |
320,780
-266,941
| -45% | -$87.3M | 1.86% | 18 |
|
|
2024
Q4 | $192M | Buy |
587,721
+90,646
| +18% | +$29.6M | 3.45% | 7 |
|
|
2024
Q3 | $116M | Buy |
497,075
+223,931
| +82% | +$52.1M | 2.25% | 16 |
|
|
2024
Q2 | $76.3M | Sell |
273,144
-57,288
| -17% | -$16M | 1.45% | 23 |
|
|
2024
Q1 | $87.3M | Sell |
330,432
-154,668
| -32% | -$40.9M | 1.64% | 20 |
|
|
2023
Q4 | $110M | Buy |
+485,100
| New | +$110M | 2.22% | 9 |
|
|
2022
Q3 | – | Sell |
-201,371
| Closed | -$37.1M | – | 364 |
|
|
2022
Q2 | $37.1M | Sell |
201,371
-183,696
| -48% | -$33.9M | 0.92% | 21 |
|
|
2022
Q1 | $70.3M | Sell |
385,067
-94,010
| -20% | -$17.2M | 1.24% | 20 |
|
|
2021
Q4 | $76.7M | Sell |
479,077
-40,668
| -8% | -$6.51M | 0.87% | 26 |
|
|
2021
Q3 | $81.5M | Sell |
519,745
-95,324
| -15% | -$14.9M | 0.82% | 28 |
|
|
2021
Q2 | $83M | Sell |
615,069
-236,938
| -28% | -$32M | 0.78% | 29 |
|
|
2021
Q1 | $121M | Buy |
852,007
+846,835
| +16,373% | +$120M | 1.12% | 15 |
|
|
2020
Q4 | $539K | Sell |
5,172
-11,546
| -69% | -$1.2M | 0.01% | 346 |
|
|
2020
Q3 | $1.28M | Sell |
16,718
-10,383
| -38% | -$796K | 0.02% | 216 |
|
|
2020
Q2 | $2.13M | Buy |
27,101
+2,605
| +11% | +$204K | 0.04% | 166 |
|
|
2020
Q1 | $1.33M | Sell |
24,496
-24,652
| -50% | -$1.34M | 0.03% | 257 |
|
|
2019
Q4 | $4.53M | Sell |
49,148
-18,786
| -28% | -$1.73M | 0.07% | 146 |
|
|
2019
Q3 | $5.56M | Sell |
67,934
-1,216
| -2% | -$99.6K | 0.08% | 119 |
|
|
2019
Q2 | $5.64M | Sell |
69,150
-21,210
| -23% | -$1.73M | 0.08% | 134 |
|
|
2019
Q1 | $6.29M | Buy |
+90,360
| New | +$6.29M | 0.08% | 149 |
|
|
2017
Q4 | – | Sell |
-67,770
| Closed | -$3.5M | – | 194 |
|
|
2017
Q3 | $3.5M | Buy |
67,770
+8,740
| +15% | +$451K | 0.04% | 120 |
|
|
2017
Q2 | $2.51M | Sell |
59,030
-12,620
| -18% | -$536K | 0.03% | 106 |
|
|
2017
Q1 | $2.85M | Buy |
+71,650
| New | +$2.85M | 0.04% | 63 |
|