Chuck Akre - Akre Capital Management
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
← All LPLA superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2015 Q4 | 0 | 0.00 | Sell 100.00% | 0.77 | $36.41–48.00 · VW $42.88i | SEC | |
| 2015 Q3 | 750,500 | 0.77 | Reduce 43.08% | 0.72 | $37.72–48.18 · VW $42.45i | $29,847,000 | SEC |
| 2015 Q2 | 1,318,589 | 1.66 | Reduce 10.01% | 0.18 | $39.41–48.00 · VW $42.88i | $61,301,000 | SEC |
| 2015 Q1 | 1,465,185 | 1.83 | Reduce 14.57% | 0.33 | $39.83–47.38 · VW $43.83i | $64,263,000 | SEC |
| 2014 Q4 | 1,715,000 | 2.28 | $44.55 | $76,403,000 | SEC | ||
| 2014 Q3 | 1,715,000 | 2.56 | $46.05 | $78,976,000 | SEC | ||
| 2014 Q2 | 1,715,000 | 2.92 | $49.74 | $85,304,000 | SEC | ||
| 2014 Q1 | 1,715,000 | 3.50 | $52.54 | $90,106,000 | SEC | ||
| 2013 Q4 | 1,715,000 | 3.46 | Add 0.88% | 0.03 | $36.82–47.53 · VW $42.00i | $80,691,000 | SEC |
| 2013 Q3 | 1,700,000 | 3.18 | $38.31 | $65,127,000 | SEC | ||
| 2013 Q2 | 1,700,000 | 3.28 | Buy | 3.28 | $31.59–39.21 · VW $36.18i | $64,192,000 | SEC |
Price snapshot:
Current price$321.06
52-week low$260.15
52-week high$402.11