Symphony Financial’s LPL Financial LPLA Stock Holding History

Symphony Financial’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,753	Closed	-$2.48M	–	238
2024 Q3	$2.48M	Hold	10,753	–	–	0.41%	60
2024 Q2	$2.97M	Buy	10,753 +1	+0%	+$271	0.54%	45
2024 Q1	$2.84M	Hold	10,752	–	–	0.66%	41
2023 Q4	$2.51M	Sell	10,752 -800	-7%	-$180K	0.54%	49
2023 Q3	$2.75M	Buy	11,552 +801	+7%	+$186K	0.67%	31
2023 Q2	$2.34M	Hold	10,751	–	–	0.58%	43
2023 Q1	$2.14M	Hold	10,751	–	–	0.55%	40
2022 Q4	$2.29M	Buy	10,751 +124	+1%	+$29K	0.61%	39
2022 Q3	$2.3M	Hold	10,627	–	–	0.75%	34
2022 Q2	$1.98M	Hold	10,627	–	–	0.59%	37
2022 Q1	$2M	Buy	+10,627	New	+$1.85M	0.47%	44
2021 Q2	–	Sell	-10,610	Closed	-$1.52M	–	179
2021 Q1	$1.52M	Buy	+10,610	New	+$1.35M	0.4%	43

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Symphony Financial's LPLA Position: Q4 2024 in Review

Symphony Financial sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 10,753 shares — an estimated $2.48M sold.

Symphony Financial first reported a position in LPLA in Q1 2021 and held it in 12 quarters. The position peaked at $2.97M in Q2 2024. 725 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

Symphony Financial reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
Symphony Financial sold 10,753 LPL Financial shares in Q4 2024, an estimated $2.48M.
Symphony Financial first reported a position in LPL Financial in Q1 2021 and held it in 12 quarters.
Symphony Financial's LPL Financial position peaked at $2.97M in Q2 2024.
725 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.