Poplar Forest 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
Q1
$5.89M Sell
18,019
-7,992
-31% -$2.61M 1.05% 28
2024
Q4
$8.49M Sell
26,011
-7,300
-22% -$2.38M 1.56% 28
2024
Q3
$7.75M Buy
+33,311
New +$7.75M 1.06% 28