A detailed history of Sowell Financial Services LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sowell Financial Services LLC holds 2,926 shares of LPLA stock, worth $920,344. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,926
Holding current value
$920,344
% of portfolio
0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

BUY
$308.87 - $383.33 $903,753 - $1.12 Million
2,926 New
2,926 $957,000
Q1 2021

May 07, 2021

SELL
$103.11 - $146.29 $1,752 - $2,486
-17 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$48.65 - $85.54 $1,264 - $2,224
-26 Reduced 60.47%
17 $1,000
Q4 2019

Feb 07, 2020

BUY
$72.1 - $94.26 $937 - $1,225
13 Added 43.33%
43 $3,000
Q3 2019

Nov 14, 2019

BUY
$70.66 - $87.4 $2,119 - $2,622
30 New
30 $2,000

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 $25.1B
  • 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...
More about LPLA
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