UBS O'Connor’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 | – | Sell |
-7,500
| Closed | -$2.45M | – | 360 |
|
|
2025
Q1 | $2.45M | Buy |
+7,500
| New | +$2.45M | 0.07% | 101 |
|
|
2014
Q2 | – | Sell |
-213,142
| Closed | -$11.2M | – | 464 |
|
|
2014
Q1 | $11.2M | Buy |
213,142
+38,965
| +22% | +$2.05M | 0.21% | 156 |
|
|
2013
Q4 | $8.19M | Buy |
+174,177
| New | +$8.19M | 0.15% | 184 |
|