RP
Reinhart Partners’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
29,716
-2,905
| -9% | -$1.09M | 0.38% | 43 |
|
|
2025
Q1 | $10.7M | Sell |
32,621
-2,783
| -8% | -$910K | 0.39% | 44 |
|
|
2024
Q4 | $11.6M | Sell |
35,404
-91,353
| -72% | -$29.8M | 0.44% | 45 |
|
|
2024
Q3 | $29.5M | Buy |
126,757
+49,909
| +65% | +$11.6M | 1.12% | 35 |
|
|
2024
Q2 | $21.5M | Buy |
76,848
+1,013
| +1% | +$283K | 0.89% | 36 |
|
|
2024
Q1 | $20M | Buy |
75,835
+1,215
| +2% | +$321K | 0.82% | 38 |
|
|
2023
Q4 | $17M | Buy |
74,620
+4,333
| +6% | +$986K | 0.75% | 42 |
|
|
2023
Q3 | $16.7M | Buy |
70,287
+4,642
| +7% | +$1.1M | 0.87% | 44 |
|
|
2023
Q2 | $14.3M | Buy |
65,645
+1,094
| +2% | +$238K | 0.72% | 55 |
|
|
2023
Q1 | $13.1M | Sell |
64,551
-7,968
| -11% | -$1.61M | 0.71% | 63 |
|
|
2022
Q4 | $15.7M | Sell |
72,519
-2,684
| -4% | -$580K | 0.85% | 51 |
|
|
2022
Q3 | $16.4M | Sell |
75,203
-4,702
| -6% | -$1.03M | 1.01% | 39 |
|
|
2022
Q2 | $14.7M | Sell |
79,905
-50,536
| -39% | -$9.32M | 0.81% | 59 |
|
|
2022
Q1 | $23.8M | Sell |
130,441
-7,873
| -6% | -$1.44M | 1.15% | 30 |
|
|
2021
Q4 | $22.1M | Sell |
138,314
-84,995
| -38% | -$13.6M | 1.06% | 38 |
|
|
2021
Q3 | $35M | Sell |
223,309
-28,413
| -11% | -$4.46M | 1.78% | 16 |
|
|
2021
Q2 | $34M | Sell |
251,722
-23,815
| -9% | -$3.21M | 1.69% | 19 |
|
|
2021
Q1 | $39.2M | Buy |
275,537
+21,025
| +8% | +$2.99M | 2.04% | 8 |
|
|
2020
Q4 | $26.5M | Buy |
254,512
+68,325
| +37% | +$7.12M | 1.61% | 17 |
|
|
2020
Q3 | $14.3M | Buy |
186,187
+19,351
| +12% | +$1.48M | 1.07% | 55 |
|
|
2020
Q2 | $13.1M | Buy |
+166,836
| New | +$13.1M | 0.99% | 59 |
|