Ray Dalio’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.2M | Sell |
192,655
-30,218
| -14% | -$11.3M | 0.29% | 72 |
|
|
2025
Q1 | $72.9M | Buy |
222,873
+157,989
| +243% | +$51.7M | 0.34% | 68 |
|
|
2024
Q4 | $21.2M | Buy |
64,884
+29,036
| +81% | +$9.48M | 0.1% | 160 |
|
|
2024
Q3 | $8.34M | Buy |
35,848
+24,998
| +230% | +$5.82M | 0.05% | 294 |
|
|
2024
Q2 | $3.03M | Buy |
10,850
+2,728
| +34% | +$762K | 0.02% | 452 |
|
|
2024
Q1 | $2.15M | Sell |
8,122
-34,677
| -81% | -$9.16M | 0.01% | 487 |
|
|
2023
Q4 | $9.74M | Buy |
42,799
+10,105
| +31% | +$2.3M | 0.05% | 247 |
|
|
2023
Q3 | $7.77M | Buy |
32,694
+26,734
| +449% | +$6.35M | 0.05% | 275 |
|
|
2023
Q2 | $1.3M | Buy |
+5,960
| New | +$1.3M | 0.01% | 539 |
|
|
2023
Q1 | – | Sell |
-20,053
| Closed | -$4.33M | – | 819 |
|
|
2022
Q4 | $4.33M | Buy |
20,053
+1,082
| +6% | +$234K | 0.02% | 392 |
|
|
2022
Q3 | $4.15M | Buy |
18,971
+12,547
| +195% | +$2.74M | 0.02% | 423 |
|
|
2022
Q2 | $1.19M | Sell |
6,424
-7,018
| -52% | -$1.29M | 0.01% | 772 |
|
|
2022
Q1 | $2.46M | Sell |
13,442
-1,846
| -12% | -$337K | 0.01% | 629 |
|
|
2021
Q4 | $2.45M | Sell |
15,288
-17,303
| -53% | -$2.77M | 0.01% | 433 |
|
|
2021
Q3 | $5.11M | Buy |
32,591
+7,123
| +28% | +$1.12M | 0.03% | 286 |
|
|
2021
Q2 | $3.44M | Buy |
25,468
+1,185
| +5% | +$160K | 0.02% | 403 |
|
|
2021
Q1 | $3.45M | Buy |
24,283
+10,146
| +72% | +$1.44M | 0.03% | 246 |
|
|
2020
Q4 | $1.47M | Buy |
+14,137
| New | +$1.47M | 0.01% | 340 |
|
|
2020
Q1 | – | Sell |
-16,812
| Closed | -$1.55M | – | 518 |
|
|
2019
Q4 | $1.55M | Buy |
+16,812
| New | +$1.55M | 0.02% | 251 |
|