SCM
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Sirios Capital Management’s LPL Financial LPLA Stock Holding History

Sirios Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,701
Closed -$1.89M – 56
2023
Q2 		$1.89M Sell
8,701
-39,408
-82% -$7.89M 0.33% 42
2023
Q1 		$9.74M Sell
48,109
-27,670
-37% -$6.33M 1.72% 25
2022
Q4 		$16.4M Sell
75,779
-23,041
-23% -$5.39M 3.02% 12
2022
Q3 		$21.6M Sell
98,820
-9,497
-9% -$2.02M 4% 8
2022
Q2 		$20M Buy
108,317
+48,775
+82% +$9.26M 3.61% 7
2022
Q1 		$10.9M Buy
59,542
+44,827
+305% +$7.81M 1.45% 24
2021
Q4 		$2.36M Buy
+14,715
New +$2.43M 0.27% 58

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