Current Value of Holding

$48.6 Million

Shares

125 Thousand

% of Portfolio

1.47%

Average Buy Price

$348

Avg closing price
Price range

17 George Soros LPL Financial Holdings Trades

George Soros acquired 125 Thousand LPL Financial Holdings shares worth $48.6 Million. That's 1.47% of their equity portfolio (19th largest holding). The first LPL Financial Holdings trade was made in Q4 2017. Since then George Soros bought shares five more times and sold shares on eleven occasions. The stake costed the investor $43.5 Million, netting the investor a gain of 12% so far.

Avg closing price
Price range
New holding (+125 Thousand shares) Q1 2025
Avg closing price $348.40
Price range $308.87 - $383.33
Sold -134 Thousand shares Q4 2023
Avg closing price $224.79
Price range $209.89 - $239.77
Sold 24.0% shares (-42.4 Thousand shares) Q2 2023
Avg closing price $200.25
Price range $180.95 - $217.90
Increased shares by 3.1% (+5.33 Thousand shares) Q1 2023
Avg closing price $228.60
Price range $192.00 - $255.57
Sold 6.8% shares (-12.5 Thousand shares) Q4 2022
Avg closing price $233.77
Price range $206.94 - $269.17
Sold 5.1% shares (-9.8 Thousand shares) Q3 2022
Avg closing price $212.68
Price range $172.53 - $233.20
Sold 5.6% shares (-11.6 Thousand shares) Q1 2022
Avg closing price $174.14
Price range $143.67 - $190.77
Increased shares by 0.2% (+493 shares) Q3 2021
Avg closing price $143.63
Price range $127.58 - $161.13
Sold 14.4% shares (-34.6 Thousand shares) Q2 2021
Avg closing price $145.43
Price range $134.61 - $156.70
Sold 25.5% shares (-82 Thousand shares) Q1 2021
Avg closing price $127.60
Price range $103.11 - $146.29
Sold 32.8% shares (-157 Thousand shares) Q3 2020
Avg closing price $79.40
Price range $74.14 - $85.09
Sold 6.5% shares (-33.2 Thousand shares) Q4 2019
Avg closing price $85.83
Price range $72.10 - $94.26
Sold 4.7% shares (-25.3 Thousand shares) Q3 2019
Avg closing price $80.03
Price range $70.66 - $87.40
Sold 6.2% shares (-35.3 Thousand shares) Q2 2019
Avg closing price $79.12
Price range $70.51 - $84.91
Increased shares by 106.6% (+295 Thousand shares) Q2 2018
Avg closing price $65.72
Price range $56.49 - $72.22
Increased shares by 86.9% (+129 Thousand shares) Q1 2018
Avg closing price $61.98
Price range $57.20 - $65.99
New holding (+148 Thousand shares) Q4 2017
Avg closing price $52.62
Price range $48.68 - $57.70

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