The first LPL Financial Holdings trade was made in Q4 2021.
Since then Richard Pzena bought shares three more times and sold shares on eight occasions. The investor completely sold their stake between Q3 2024 and Q1 2025.
Avg closing price
Price range
Sold -900 shares
Q1 2025
Avg closing price
$348.40
Price range
$308.87
-
$383.33
Sold 24.2% shares (-287 shares)
Q4 2024
Avg closing price
$297.34
Price range
$229.85
-
$335.91
Sold 23.0% shares (-354 shares)
Q3 2024
Avg closing price
$226.14
Price range
$193.00
-
$282.10
Increased shares by 51.2% (+522 shares)
Q2 2024
Avg closing price
$271.44
Price range
$256.41
-
$288.82
Sold 14.2% shares (-168 shares)
Q1 2024
Avg closing price
$252.41
Price range
$230.75
-
$273.77
Sold 7.0% shares (-90 shares)
Q4 2023
Avg closing price
$224.79
Price range
$209.89
-
$239.77
Sold 14.6% shares (-218 shares)
Q3 2023
Avg closing price
$232.22
Price range
$218.49
-
$247.52
Sold 22.8% shares (-442 shares)
Q2 2023
Avg closing price
$200.25
Price range
$180.95
-
$217.90
Sold 43.6% shares (-1.5 Thousand shares)
Q1 2023
Avg closing price
$228.60
Price range
$192.00
-
$255.57
Increased shares by 65.7% (+1.36 Thousand shares)
Q4 2022