Thornburg Investment Management’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 | $15.8M | Sell |
42,006
-3,962
| -9% | -$1.49M | 0.2% | 63 |
|
|
2025
Q1 | $150M | Sell |
45,968
-4,681
| -9% | -$15.3M | 0.21% | 61 |
|
|
2024
Q4 | $16.5M | Buy |
50,649
+3
| +0% | +$980 | 0.22% | 67 |
|
|
2024
Q3 | $11.8M | Sell |
50,646
-37
| -0.1% | -$8.61K | 0.15% | 90 |
|
|
2024
Q2 | $14.1M | Sell |
50,683
-5,088
| -9% | -$1.42M | 0.2% | 74 |
|
|
2024
Q1 | $14.7M | Sell |
55,771
-6,070
| -10% | -$1.6M | 0.21% | 78 |
|
|
2023
Q4 | $14.1M | Sell |
61,841
-10,462
| -14% | -$2.39M | 0.2% | 77 |
|
|
2023
Q3 | $17.2M | Sell |
72,303
-56
| -0.1% | -$13.3K | 0.28% | 66 |
|
|
2023
Q2 | $15.7M | Sell |
72,359
-3,224
| -4% | -$701K | 0.25% | 71 |
|
|
2023
Q1 | $15.3M | Hold |
75,583
| – | – | 0.25% | 72 |
|
|
2022
Q4 | $16.4M | Sell |
75,583
-15,652
| -17% | -$3.39M | 0.28% | 61 |
|
|
2022
Q3 | $19.9M | Sell |
91,235
-15,832
| -15% | -$3.46M | 0.35% | 58 |
|
|
2022
Q2 | $19.8M | Sell |
107,067
-23,116
| -18% | -$4.26M | 0.3% | 63 |
|
|
2022
Q1 | $23.8M | Sell |
130,183
-3,749
| -3% | -$685K | 0.31% | 61 |
|
|
2021
Q4 | $21.4M | Sell |
133,932
-42,602
| -24% | -$6.82M | 0.25% | 73 |
|
|
2021
Q3 | $27.7M | Sell |
176,534
-2,407
| -1% | -$377K | 0.34% | 64 |
|
|
2021
Q2 | $24.2M | Sell |
178,941
-12,613
| -7% | -$1.7M | 0.28% | 78 |
|
|
2021
Q1 | $27.2M | Hold |
191,554
| – | – | 0.32% | 72 |
|
|
2020
Q4 | $20M | Buy |
+191,554
| New | +$20M | 0.24% | 90 |
|
|
2016
Q1 | – | Sell |
-322,133
| Closed | -$13.7M | – | 275 |
|
|
2015
Q4 | $13.7M | Sell |
322,133
-82,314
| -20% | -$3.51M | 0.09% | 187 |
|
|
2015
Q3 | $16.1M | Hold |
404,447
| – | – | 0.1% | 164 |
|
|
2015
Q2 | $18.8M | Buy |
+404,447
| New | +$18.8M | 0.11% | 171 |
|