SurgoCap Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331M | Sell |
881,405
-25,037
| -3% | -$9.39M | 12.48% | 1 |
|
|
2025
Q1 | $297M | Buy |
906,442
+197,172
| +28% | +$64.5M | 14.65% | 1 |
|
|
2024
Q4 | $232M | Sell |
709,270
-71,451
| -9% | -$23.3M | 11.93% | 3 |
|
|
2024
Q3 | $182M | Buy |
780,721
+233,880
| +43% | +$54.4M | 9.07% | 3 |
|
|
2024
Q2 | $153M | Buy |
546,841
+24,910
| +5% | +$6.96M | 8.93% | 3 |
|
|
2024
Q1 | $138M | Sell |
521,931
-54,688
| -9% | -$14.4M | 7.4% | 6 |
|
|
2023
Q4 | $131M | Buy |
+576,619
| New | +$131M | 9.16% | 3 |
|