TAM
Toscafund Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-116,526
| Closed | -$21.8M | – | 11 |
|
|
2022
Q1 | $21.8M | Buy |
+116,526
| New | +$21.8M | 14.82% | 2 |
|
|
2015
Q2 | – | Sell |
-640,000
| Closed | -$28.1M | – | 9 |
|
|
2015
Q1 | $28.1M | Sell |
640,000
-105,000
| -14% | -$4.61M | 13.55% | 3 |
|
|
2014
Q4 | $33.2M | Buy |
745,000
+485,000
| +187% | +$21.6M | 11.56% | 4 |
|
|
2014
Q3 | $12M | Buy |
+260,000
| New | +$12M | 3.63% | 13 |
|