Coastal Investment Advisors, Inc. Lpl Financial Holdings Inc. Transaction History

Coastal Investment Advisors, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$230.75 - $273.77 $20,075 - $23,817	-87 Reduced 5.42%	1,517 $400,000
Q4 2023 Jan 19, 2024	SELL	$209.89 - $239.77 $16,791 - $19,181	-80 Reduced 4.75%	1,604 $365,000
Q2 2023 Aug 09, 2023	SELL	$180.95 - $217.9 $7,599 - $9,151	-42 Reduced 2.43%	1,684 $366,000
Q1 2023 May 05, 2023	SELL	$192.0 - $255.57 $120,960 - $161,009	-630 Reduced 26.74%	1,726 $349,000
Q4 2022 Feb 10, 2023	SELL	$206.94 - $269.62 $174,036 - $226,750	-841 Reduced 26.31%	2,356 $509,000
Q3 2022 Oct 27, 2022	BUY	$172.53 - $233.2 $551,578 - $745,540	3,197 New	3,197 $698,000
Q1 2020 Apr 23, 2020	SELL	$39.02 - $98.86 $5,189 - $13,148	-133 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$72.1 - $94.26 $90,197 - $117,919	-1,251 Reduced 90.39%	133 $12,000
Q3 2019 Oct 18, 2019	BUY	$70.66 - $87.4 $88,395 - $109,337	1,251 Added 940.6%	1,384 $113,000
Q2 2019 Aug 01, 2019	BUY	$70.51 - $84.91 $9,377 - $11,293	133 New	133 $11,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
Description
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...

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