Sirios Capital Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.89M Sell
2023
Q1
$9.74M Sell
2022
Q4
$16.4M Sell
2022
Q3
$21.6M Sell
2022
Q2
$20M Buy
2022
Q1
$10.9M Buy
2021
Q4
$2.36M Buy