Avg closing price
Price range

8 Ray Dalio LPL Financial Holdings Trades

Ray Dalio's position in LPL Financial Holdings is currently worth $2.62 Million. That's 0.01% of their equity portfolio (582nd largest holding). The first LPL Financial Holdings trade was made in Q4 2019. Since then Ray Dalio bought shares four more times and sold shares on three occasions. The stake costed the investor $1.55 Million, netting the investor a gain of 69% so far.

Avg closing price
Price range
Sold 12.1% shares (-1.85 Thousand shares) Q1 2022
Avg closing price $174.14
Price range $143.67 - $190.77
Sold 53.1% shares (-17.3 Thousand shares) Q4 2021
Avg closing price $165.05
Price range $152.65 - $175.02
Increased shares by 28.0% (+7.12 Thousand shares) Q3 2021
Avg closing price $143.63
Price range $127.58 - $161.13
Increased shares by 4.9% (+1.19 Thousand shares) Q2 2021
Avg closing price $145.43
Price range $134.61 - $156.70
Increased shares by 71.8% (+10.1 Thousand shares) Q1 2021
Avg closing price $127.60
Price range $103.11 - $146.29
New holding (+14.1 Thousand shares) Q4 2020
Avg closing price $89.87
Price range $76.15 - $104.25
Sold -16.8 Thousand shares Q1 2020
Avg closing price $80.62
Price range $39.02 - $98.86
New holding (+16.8 Thousand shares) Q4 2019
Avg closing price $85.83
Price range $72.10 - $94.26

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