Picton Mahoney Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Buy |
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|
2025
Q1 | $22.3M | Buy |
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|
2024
Q4 | $18.7M | Buy |
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|
2024
Q3 | $140K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.24M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $4.3M | Sell |
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|
2022
Q1 | $5.03M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.5M | Sell |
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|
2020
Q3 | $3.84M | Buy |
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|
2020
Q2 | $3.29M | Sell |
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|
2020
Q1 | $7.48M | Sell |
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|
2019
Q4 | $13.2M | Buy |
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|
2019
Q3 | $10.4M | Buy |
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|
2019
Q2 | $5.41M | Sell |
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|
2019
Q1 | $12.1M | Buy |
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|
2018
Q4 | $8.93M | Buy |
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