A detailed history of Donoghue Forlines LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Donoghue Forlines LLC holds 5,287 shares of LPLA stock, worth $1.23 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,287
Holding current value
$1.23 Million
% of portfolio
0.43%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$256.41 - $288.82 $1.36 Million - $1.53 Million
5,287 New
5,287 $1.48 Million
Q1 2023

May 08, 2023

SELL
$192.0 - $255.57 $115,008 - $153,086
-599 Reduced 10.56%
5,071 $1.03 Million
Q4 2022

Feb 08, 2023

BUY
$206.94 - $269.62 $532,042 - $693,193
2,571 Added 82.96%
5,670 $1.23 Million
Q3 2022

Nov 07, 2022

SELL
$172.53 - $233.2 $85,402 - $115,434
-495 Reduced 13.77%
3,099 $677,000
Q2 2022

Aug 08, 2022

SELL
$167.48 - $218.52 $105,847 - $138,104
-632 Reduced 14.96%
3,594 $663,000
Q1 2022

May 16, 2022

SELL
$143.67 - $190.77 $1.02 Million - $1.36 Million
-7,123 Reduced 62.76%
4,226 $772,000
Q4 2021

Feb 11, 2022

BUY
$152.65 - $175.02 $1.73 Million - $1.99 Million
11,349 New
11,349 $1.82 Million
Q3 2021

Nov 15, 2021

SELL
$127.58 - $161.13 $1.56 Million - $1.97 Million
-12,251 Closed
0 $0
Q2 2021

Aug 16, 2021

SELL
$134.61 - $156.7 $117,918 - $137,269
-876 Reduced 6.67%
12,251 $1.65 Million
Q1 2021

May 14, 2021

BUY
$103.11 - $146.29 $1.35 Million - $1.92 Million
13,127 New
13,127 $1.87 Million

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $18.6B
  • 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...
More about LPLA
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