Current Value of Holding

$721 Thousand

Shares

2 Thousand

% of Portfolio

0.01%

Average Buy Price

$278

Avg closing price
Price range

9 Jefferies Group LPL Financial Holdings Trades

Jefferies Group acquired 2 Thousand LPL Financial Holdings shares worth $721 Thousand. That's 0.01% of their equity portfolio (626th largest holding). The first LPL Financial Holdings trade was made in Q4 2022. Since then Jefferies Group bought shares three more times and sold shares on five occasions. The stake costed the investor $556 Thousand, netting the investor a gain of 30% so far.

Avg closing price
Price range
Sold 88.5% shares (-15.4 Thousand shares) Q1 2025
Avg closing price $348.40
Price range $308.87 - $383.33
Increased shares by 143.9% (+10.3 Thousand shares) Q4 2024
Avg closing price $297.34
Price range $229.85 - $335.91
Increased shares by 90.6% (+3.39 Thousand shares) Q3 2024
Avg closing price $226.14
Price range $193.00 - $282.10
New holding (+3.74 Thousand shares) Q2 2024
Avg closing price $271.44
Price range $256.41 - $288.82
Sold -455 shares Q4 2023
Avg closing price $224.79
Price range $209.89 - $239.77
Sold 85.3% shares (-2.65 Thousand shares) Q3 2023
Avg closing price $232.22
Price range $218.49 - $247.52
Sold 25.7% shares (-1.08 Thousand shares) Q2 2023
Avg closing price $200.25
Price range $180.95 - $217.90
Sold 21.0% shares (-1.11 Thousand shares) Q1 2023
Avg closing price $228.60
Price range $192.00 - $255.57
New holding (+5.29 Thousand shares) Q4 2022
Avg closing price $233.77
Price range $206.94 - $269.17

News about LPL Financial Holdings Inc and Jefferies Group

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