Jacobi Capital Management LLC Lpl Financial Holdings Inc. Transaction History

Jacobi Capital Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$152.65 - $175.02 $143,643 - $164,693	-941 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$134.61 - $156.7 $18,980 - $22,094	141 Added 17.63%	941 $127,000
Q1 2021 May 11, 2021	BUY	$103.11 - $146.29 $1,134 - $1,609	11 Added 1.39%	800 $114,000
Q2 2020 Aug 04, 2020	BUY	$48.65 - $85.54 $38,336 - $67,405	788 Added 78800.0%	789 $62,000
Q2 2020 Jul 27, 2020	SELL	$48.65 - $85.54 $15,470 - $27,201	-318 Reduced 99.69%	1 $62,000
Q4 2019 Feb 03, 2020	BUY	$72.1 - $94.26 $14,636 - $19,134	203 Added 175.0%	319 $29,000
Q2 2018 Aug 14, 2018	BUY	$56.49 - $72.22 $903 - $1,155	16 Added 16.0%	116 $8,000
Q3 2017 Nov 02, 2017	BUY	$45.09 - $51.58 $4,509 - $5,158	100	100 $5,000

704

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.1B
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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