← John Armitage
·
LPL FINL HLDGS INC
LPLA
John Armitage's Lpl Finl Hldgs Position
AI Overview
for Lpl Finl Hldgs
→
Closing price · 5 years
$310.79
+114.7%
5 years · close · Yahoo Finance
Position
·
New (3)
Sold (2)
Added >10% (2)
Trimmed >10% (1)
·
Current quarter
Position history
· 9 quarters
Quarter
Activity
Avg Cost
ⓘ
Shares
Value
Weight
2026-Q2
current
no filing yet
—
$353.22
-12.0%
· 04-08
255K
$79.2M
—
2025-Q4
New
$353.22
+1.1%
255K
$91.0M
0.99%
2025-Q3
Sold
—
—
—
—
—
2025-Q2
Trimmed -4%
$331.26
+13.2%
833K
-39K
$312.2M
3.20%
2025-Q1
Added +238%
$331.26
-1.2%
871K
+614K
$285.0M
3.29%
2024-Q4
New
$294.31
+10.9%
258K
$84.1M
0.97%
2023-Q2
Sold
—
—
—
—
—
2023-Q1
Trimmed -17%
$178.74
+13.2%
1.02M
-209K
$206.4M
2.23%
2022-Q4
Added +1%
$178.74
+20.9%
1.23M
+14K
$265.5M
2.29%
2022-Q3
Added +9%
$178.16
+22.6%
1.21M
+103K
$265.3M
2.06%
2022-Q2
Added +39%
$175.27
+5.3%
1.11M
+312K
$205.0M
1.38%
2022-Q1
New
$170.85
+6.9%
799K
$146.0M
0.77%
