Southpoint Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.3M | Sell |
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|
2025
Q2 | $137M | Sell |
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|
2025
Q1 | $131M | Sell |
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|
2024
Q4 | $196M | Sell |
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|
2024
Q3 | $174M | Buy |
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|
2024
Q2 | $140M | Buy |
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|
2024
Q1 | $30.4M | Sell |
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|
2023
Q4 | $43.2M | Hold |
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|
2023
Q3 | $45.2M | Hold |
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|
2023
Q2 | $41.3M | Sell |
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|
2023
Q1 | $40.5M | Sell |
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|
2022
Q4 | $130M | Sell |
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|
2022
Q3 | $147M | Sell |
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|
2022
Q2 | $226M | Sell |
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|
2022
Q1 | $256M | Sell |
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|
2021
Q4 | $240M | Hold |
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|
2021
Q3 | $235M | Hold |
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|
2021
Q2 | $202M | Sell |
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|
2021
Q1 | $252M | Buy |
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|
2020
Q4 | $182M | Buy |
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|
2020
Q3 | $111M | Hold |
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|
2020
Q2 | $114M | Sell |
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|
2020
Q1 | $105M | Buy |
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|
2019
Q4 | $161M | Buy |
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|
2019
Q3 | $123M | Sell |
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|
2019
Q2 | $167M | Sell |
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|
2019
Q1 | $153M | Sell |
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|
2018
Q4 | $174M | Buy |
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|
2018
Q3 | $155M | Buy |
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|
2018
Q2 | $147M | Buy |
|