John Armitage - Egerton Capital (UK) LLP
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 0.99 | SEC | ||
| 2025 Q4 | 254,813 | 0.99 | Buy | 0.99 | $357.17 | $91,011,559 | SEC |
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | 3.20 | SEC | ||
| 2025 Q2 | 832,516 | 3.20 | Reduce 4.45% | 0.15 | $374.97 | $312,168,525 | SEC |
| 2025 Q1 | 871,265 | 3.29 | Add 238.08% | 2.32 | $327.14 | $285,025,632 | SEC |
| 2024 Q4 | 257,710 | 0.97 | Buy | 0.97 | $326.51 | $84,144,892 | SEC |
| 2023 Q2 | 0 | 0.00 | Sell 100.00% | 2.61 | SEC | ||
| 2023 Q1 | 1,019,727 | 2.61 | Reduce 16.98% | 0.45 | $202.40 | $206,392,745 | SEC |
| 2022 Q4 | 1,228,244 | 2.63 | Add 1.13% | 0.03 | $216.17 | $265,509,505 | SEC |
| 2022 Q3 | 1,214,524 | 2.33 | Add 9.29% | 0.20 | $218.48 | $265,349,000 | SEC |
| 2022 Q2 | 1,111,310 | 1.57 | Add 39.01% | 0.44 | $184.48 | $205,014,000 | SEC |
| 2022 Q1 | 799,461 | 0.87 | Buy | 0.87 | $182.68 | $146,046,000 | SEC |