Schonfeld Strategic Advisors’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27M Buy
89,762
+74,779
+499% +$25.1M 0.22% 94
2025
Q4
$5.35M Buy
+14,983
New +$5.3M 0.03% 517
2025
Q3
Sell
-22,153
Closed -$8.31M 2419
2025
Q2
$8.31M Buy
22,153
+2,867
+15% +$1M 0.06% 394
2025
Q1
$6.31M Buy
19,286
+1,182
+7% +$412K 0.04% 458
2024
Q4
$5.91M Sell
18,104
-8,390
-32% -$2.48M 0.04% 449
2024
Q3
$6.16M Sell
26,494
-22,873
-46% -$5.15M 0.05% 467
2024
Q2
$13.8M Buy
49,367
+46,930
+1,926% +$12.7M 0.11% 260
2024
Q1
$644K Sell
2,437
-25,000
-91% -$6.31M 0.01% 1384
2023
Q4
$6.25M Buy
27,437
+23,961
+689% +$5.39M 0.05% 461
2023
Q3
$826K Sell
3,476
-46,148
-93% -$10.7M 0.01% 1072
2023
Q2
$10.8M Sell
49,624
-18,344
-27% -$3.67M 0.09% 324
2023
Q1
$13.8M Buy
67,968
+46,930
+223% +$10.7M 0.13% 218
2022
Q4
$4.55M Sell
21,038
-3,998
-16% -$935K 0.04% 507
2022
Q3
$5.47M Buy
+25,036
New +$5.32M 0.05% 501
2022
Q2
Sell
-32,237
Closed -$5.89M 2794
2022
Q1
$5.89M Buy
+32,237
New +$5.61M 0.07% 397
2021
Q4
Sell
-59,762
Closed -$9.37M 2386
2021
Q3
$9.37M Buy
59,762
+3,032
+5% +$436K 0.11% 273
2021
Q2
$7.66M Buy
56,730
+12,765
+29% +$1.86M 0.09% 354
2021
Q1
$6.25M Buy
+43,965
New +$5.61M 0.08% 353
2020
Q3
Sell
-52,210
Closed -$4.09M 1534
2020
Q2
$4.09M Buy
+52,210
New +$3.49M 0.11% 265
2020
Q1
Sell
-273,752
Closed -$25.3M 1353
2019
Q4
$25.3M Sell
273,752
-103,287
-27% -$8.86M 0.62% 31
2019
Q3
$30.9M Buy
377,039
+374,250
+13,419% +$30M 0.91% 11
2019
Q2
$227K Buy
+2,789
New +$221K 0.01% 855
2019
Q1
Sell
-42,500
Closed -$2.6M 1147
2018
Q4
$2.6M Buy
42,500
+22,800
+116% +$1.39M 0.1% 268
2018
Q3
$1.27M Buy
+19,700
New +$1.31M 0.06% 377
2017
Q4
Sell
-4,084
Closed -$211K 825
2017
Q3
$211K Sell
4,084
-23,459
-85% -$1.08M 0.02% 510
2017
Q2
$1.17M Buy
+27,543
New +$1.12M 0.12% 243

Other funds holding LPLA