Soros Fund 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-125,000
| Closed | -$40.9M | – | 246 |
|
|
2025
Q1 | $40.9M | Buy |
+125,000
| New | +$43.5M | 0.73% | 47 |
|
|
2023
Q4 | – | Sell |
-134,495
| Closed | -$32M | – | 259 |
|
|
2023
Q3 | $32M | Hold |
134,495
| – | – | 0.65% | 57 |
|
|
2023
Q2 | $29.2M | Sell |
134,495
-42,400
| -24% | -$8.49M | 0.63% | 62 |
|
|
2023
Q1 | $35.8M | Buy |
176,895
+5,325
| +3% | +$1.22M | 0.68% | 53 |
|
|
2022
Q4 | $37.1M | Sell |
171,570
-12,461
| -7% | -$2.91M | 0.63% | 54 |
|
|
2022
Q3 | $40.2M | Sell |
184,031
-9,800
| -5% | -$2.08M | 0.76% | 39 |
|
|
2022
Q2 | $35.8M | Hold |
193,831
| – | – | 0.72% | 42 |
|
|
2022
Q1 | $35.4M | Sell |
193,831
-11,600
| -6% | -$2.02M | 0.65% | 35 |
|
|
2021
Q4 | $32.9M | Hold |
205,431
| – | – | 0.49% | 37 |
|
|
2021
Q3 | $32.2M | Buy |
205,431
+493
| +0.2% | +$70.8K | 0.63% | 35 |
|
|
2021
Q2 | $27.7M | Sell |
204,938
-34,600
| -14% | -$5.03M | 0.5% | 48 |
|
|
2021
Q1 | $34.1M | Sell |
239,538
-24,385
| -9% | -$3.11M | 0.69% | 36 |
|
|
2020
Q4 | $27.5M | Sell |
263,923
-57,624
| -18% | -$5.18M | 0.55% | 34 |
|
|
2020
Q3 | $24.7M | Sell |
321,547
-156,675
| -33% | -$12.4M | 0.62% | 34 |
|
|
2020
Q2 | $37.5M | Hold |
478,222
| – | – | 1% | 24 |
|
|
2020
Q1 | $26M | Hold |
478,222
| – | – | 1.33% | 16 |
|
|
2019
Q4 | $44.1M | Sell |
478,222
-33,194
| -6% | -$2.85M | 1.48% | 14 |
|
|
2019
Q3 | $41.9M | Sell |
511,416
-25,283
| -5% | -$2.02M | 1.19% | 14 |
|
|
2019
Q2 | $43.8M | Sell |
536,699
-35,272
| -6% | -$2.79M | 1.13% | 15 |
|
|
2019
Q1 | $39.8M | Hold |
571,971
| – | – | 1.02% | 20 |
|
|
2018
Q4 | $34.9M | Hold |
571,971
| – | – | 1.12% | 16 |
|
|
2018
Q3 | $36.9M | Hold |
571,971
| – | – | 0.9% | 23 |
|
|
2018
Q2 | $37.5M | Buy |
571,971
+295,171
| +107% | +$19.4M | 0.77% | 31 |
|
|
2018
Q1 | $16.9M | Buy |
276,800
+128,700
| +87% | +$7.98M | 0.31% | 84 |
|
|
2017
Q4 | $8.46M | Buy |
+148,100
| New | +$7.79M | 0.21% | 87 |
|
Other funds holding LPLA
LPC
