Holding/activity history for LPL Financial Holdings Inc. (LPLA)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 520,404 | 1.09 | Add 8.01% | 0.08 | $232.63 |
| 2024 Q2 | 481,791 | 1.32 | Add 6.05% | 0.08 | $279.30 |
| 2024 Q1 | 454,291 | 1.18 | Add 6.54% | 0.07 | $264.20 |
| 2023 Q4 | 426,386 | 1.06 | Add 41.53% | 0.31 | $227.62 |
| 2023 Q3 | 301,264 | 0.86 | Add 137.11% | 0.50 | $237.65 |
| 2023 Q2 | 127,059 | 0.33 | Add 545.95% | 0.28 | $217.43 |
| 2023 Q1 | 19,670 | 0.05 | Add 633.68% | 0.04 | $202.39 |
| 2022 Q4 | 2,681 | 0.01 | Buy | 0.01 | $216.34 |