Susquehanna Fundamental Investments’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 | $28M | Hold |
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|
2025
Q1 | $24.4M | Hold |
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|
2024
Q4 | $24.4M | Buy |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $9.97M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.45M | Hold |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $4.85M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $634K | Sell |
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|
2021
Q3 | $3.38M | Sell |
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|
2021
Q2 | $4.33M | Sell |
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|
2021
Q1 | $4.58M | Buy |
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|
2020
Q4 | $2.94M | Buy |
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|
2020
Q3 | $813K | Buy |
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