Thornburg Investment Management’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
Q3 | $9.89M | Sell |
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|
2025
Q2 | $15.8M | Sell |
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|
2025
Q1 | $150M | Sell |
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|
2024
Q4 | $16.5M | Buy |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $14.1M | Sell |
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|
2024
Q1 | $14.7M | Sell |
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|
2023
Q4 | $14.1M | Sell |
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|
2023
Q3 | $17.2M | Sell |
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|
2023
Q2 | $15.7M | Sell |
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|
2023
Q1 | $15.3M | Hold |
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|
2022
Q4 | $16.4M | Sell |
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|
2022
Q3 | $19.9M | Sell |
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|
2022
Q2 | $19.8M | Sell |
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|
2022
Q1 | $23.8M | Sell |
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|
2021
Q4 | $21.4M | Sell |
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|
2021
Q3 | $27.7M | Sell |
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|
2021
Q2 | $24.2M | Sell |
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|
2021
Q1 | $27.2M | Hold |
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|
2020
Q4 | $20M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $13.7M | Sell |
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|
2015
Q3 | $16.1M | Hold |
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|
2015
Q2 | $18.8M | Buy |
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