SFI
Susquehanna Fundamental Investments’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Hold |
74,696
| – | – | 0.75% | 27 |
|
|
2025
Q1 | $24.4M | Hold |
74,696
| – | – | 0.34% | 61 |
|
|
2024
Q4 | $24.4M | Buy |
+74,696
| New | +$24.4M | 0.35% | 56 |
|
|
2024
Q2 | $10.4M | Sell |
37,121
-606
| -2% | -$169K | 0.24% | 120 |
|
|
2024
Q1 | $9.97M | Buy |
+37,727
| New | +$9.97M | 0.47% | 55 |
|
|
2023
Q2 | – | Sell |
-7,170
| Closed | -$1.45M | – | 782 |
|
|
2023
Q1 | $1.45M | Hold |
7,170
| – | – | 0.03% | 444 |
|
|
2022
Q4 | $1.55M | Sell |
7,170
-15,040
| -68% | -$3.25M | 0.03% | 553 |
|
|
2022
Q3 | $4.85M | Buy |
+22,210
| New | +$4.85M | 0.08% | 331 |
|
|
2022
Q1 | – | Sell |
-3,960
| Closed | -$634K | – | 1619 |
|
|
2021
Q4 | $634K | Sell |
3,960
-17,629
| -82% | -$2.82M | 0.02% | 828 |
|
|
2021
Q3 | $3.38M | Sell |
21,589
-10,500
| -33% | -$1.65M | 0.06% | 418 |
|
|
2021
Q2 | $4.33M | Sell |
32,089
-100
| -0.3% | -$13.5K | 0.08% | 343 |
|
|
2021
Q1 | $4.58M | Buy |
32,189
+3,960
| +14% | +$563K | 0.08% | 344 |
|
|
2020
Q4 | $2.94M | Buy |
28,229
+17,629
| +166% | +$1.84M | 0.05% | 499 |
|
|
2020
Q3 | $813K | Buy |
+10,600
| New | +$813K | 0.02% | 713 |
|