Palestra 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 | $142M | Sell |
379,934
-19,276
| -5% | -$7.23M | 4.14% | 10 |
|
|
2025
Q1 | $131M | Buy |
399,210
+70,924
| +22% | +$23.2M | 5.14% | 10 |
|
|
2024
Q4 | $107M | Buy |
+328,286
| New | +$107M | 2.94% | 18 |
|
|
2024
Q3 | – | Sell |
-14,362
| Closed | -$4.01M | – | 40 |
|
|
2024
Q2 | $4.01M | Buy |
14,362
+6,162
| +75% | +$1.72M | 0.16% | 33 |
|
|
2024
Q1 | $2.17M | Buy |
+8,200
| New | +$2.17M | 0.08% | 34 |
|
|
2015
Q2 | – | Sell |
-1,136,861
| Closed | -$49.9M | – | 27 |
|
|
2015
Q1 | $49.9M | Sell |
1,136,861
-163,300
| -13% | -$7.16M | 4.38% | 7 |
|
|
2014
Q4 | $57.9M | Buy |
1,300,161
+509,000
| +64% | +$22.7M | 5.05% | 2 |
|
|
2014
Q3 | $36.4M | Sell |
791,161
-46,239
| -6% | -$2.13M | 3.11% | 17 |
|
|
2014
Q2 | $41.7M | Buy |
+837,400
| New | +$41.7M | 3.44% | 10 |
|