Kestra Private Wealth Services, LLC Lpl Financial Holdings Inc. Transaction History

Kestra Private Wealth Services, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$256.41 - $288.82 $13,846 - $15,596	-54 Reduced 5.66%	900 $251,000
Q1 2024 May 02, 2024	SELL	$230.75 - $273.77 $21,459 - $25,460	-93 Reduced 8.88%	954 $252,000
Q4 2023 Feb 05, 2024	SELL	$209.89 - $239.77 $26,865 - $30,690	-128 Reduced 10.89%	1,047 $238,000
Q3 2023 Nov 07, 2023	BUY	$218.49 - $247.52 $52,874 - $59,899	242 Added 25.94%	1,175 $279,000
Q2 2023 Aug 08, 2023	SELL	$180.95 - $217.9 $28,952 - $34,864	-160 Reduced 14.64%	933 $202,000
Q1 2023 May 12, 2023	BUY	$192.0 - $255.57 $209,856 - $279,338	1,093 New	1,093 $221,000
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $708,063 - $957,052	-4,104 Reduced 80.58%	989 $216,000
Q2 2022 Aug 12, 2022	SELL	$167.48 - $218.52 $32,826 - $42,829	-196 Reduced 3.71%	5,093 $940,000
Q1 2022 May 26, 2022	SELL	$143.67 - $190.77 $32,182 - $42,732	-224 Reduced 4.06%	5,289 $966,000
Q4 2021 Jan 21, 2022	SELL	$152.65 - $175.02 $170,815 - $195,847	-1,119 Reduced 16.87%	5,513 $882,000
Q3 2021 Oct 21, 2021	BUY	$127.58 - $161.13 $27,812 - $35,126	218 Added 3.4%	6,632 $1.04 Million
Q2 2021 Jul 30, 2021	BUY	$134.61 - $156.7 $17,095 - $19,900	127 Added 2.02%	6,414 $865,000
Q1 2021 May 11, 2021	BUY	$103.11 - $146.29 $131,980 - $187,251	1,280 Added 25.56%	6,287 $893,000
Q4 2020 Jan 21, 2021	BUY	$76.15 - $104.25 $381,283 - $521,979	5,007 New	5,007 $521 Million

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.7B
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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