Fora Capital, LLC Lpl Financial Holdings Inc. Transaction History

Fora Capital, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$256.41 - $288.82 $58,205 - $65,562	-227 Reduced 3.85%	5,675 $1.59 Million
Q1 2024 May 02, 2024	SELL	$230.75 - $273.77 $233,980 - $277,602	-1,014 Reduced 14.66%	5,902 $1.56 Million
Q4 2023 Feb 14, 2024	BUY	$209.89 - $239.77 $1.45 Million - $1.66 Million	6,916 New	6,916 $1.57 Million
Q4 2021 Feb 11, 2022	SELL	$152.65 - $175.02 $413,681 - $474,304	-2,710 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$127.58 - $161.13 $171,977 - $217,203	-1,348 Reduced 33.22%	2,710 $425,000
Q2 2021 Aug 16, 2021	BUY	$134.61 - $156.7 $546,247 - $635,888	4,058 New	4,058 $548 Million
Q1 2021 May 17, 2021	SELL	$103.11 - $146.29 $450,693 - $639,433	-4,371 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$76.15 - $104.25 $174,231 - $238,524	2,288 Added 109.84%	4,371 $455,000
Q3 2020 Nov 13, 2020	BUY	$74.14 - $85.09 $154,433 - $177,242	2,083 New	2,083 $160 Million

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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