33 Jim Simons LPL Financial Holdings Trades
The first LPL Financial Holdings trade was made in Q2 2013. Since then Jim Simons bought shares sixteen more times and sold shares on sixteen occasions. The investor completely sold their stake between Q1 2024 and Q3 2024.
Avg closing price
Price range
Sold -25.5 Thousand shares
Q3 2024
Avg closing price
$226.14
Price range
$193.00
-
$282.10
Sold 72.9% shares (-68.6 Thousand shares)
Q2 2024
Avg closing price
$271.44
Price range
$256.41
-
$288.82
Sold 48.8% shares (-89.6 Thousand shares)
Q1 2024
Avg closing price
$252.41
Price range
$230.75
-
$273.77
Increased shares by 240.2% (+130 Thousand shares)
Q4 2023
Avg closing price
$224.79
Price range
$209.89
-
$239.77
Sold 54.7% shares (-65.1 Thousand shares)
Q3 2023
Avg closing price
$232.22
Price range
$218.49
-
$247.52
Increased shares by 68.7% (+48.5 Thousand shares)
Q2 2023
Avg closing price
$200.25
Price range
$180.95
-
$217.90
Increased shares by 415.3% (+56.9 Thousand shares)
Q1 2023
Avg closing price
$228.60
Price range
$192.00
-
$255.57
New holding (+13.7 Thousand shares)
Q4 2022
Avg closing price
$233.77
Price range
$206.94
-
$269.17
Sold -24.2 Thousand shares
Q3 2022
Avg closing price
$212.68
Price range
$172.53
-
$233.20
New holding (+24.2 Thousand shares)
Q2 2022
Avg closing price
$189.92
Price range
$167.48
-
$218.52
Sold -30.6 Thousand shares
Q4 2021
Avg closing price
$165.05
Price range
$152.65
-
$175.02
Sold 51.7% shares (-32.7 Thousand shares)
Q3 2021
Avg closing price
$143.63
Price range
$127.58
-
$161.13
New holding (+63.3 Thousand shares)
Q2 2021
Avg closing price
$145.43
Price range
$134.61
-
$156.70
Sold -65.7 Thousand shares
Q1 2021
Avg closing price
$127.60
Price range
$103.11
-
$146.29
New holding (+65.7 Thousand shares)
Q4 2020
Avg closing price
$89.87
Price range
$76.15
-
$104.25
Sold -16.1 Thousand shares
Q2 2020
Avg closing price
$66.82
Price range
$48.65
-
$85.54
Sold 80.9% shares (-68.3 Thousand shares)
Q1 2020
Avg closing price
$80.62
Price range
$39.02
-
$98.86
Sold 3.9% shares (-3.4 Thousand shares)
Q4 2019
Avg closing price
$85.83
Price range
$72.10
-
$94.26
Increased shares by 176.1% (+56 Thousand shares)
Q3 2019
Avg closing price
$80.03
Price range
$70.66
-
$87.40
Increased shares by 72.8% (+13.4 Thousand shares)
Q2 2019
Avg closing price
$79.12
Price range
$70.51
-
$84.91
