Current Value of Holding

$53 Million

Shares

147 Thousand

% of Portfolio

0.16%

Average Buy Price

$245

Avg closing price
Price range

31 Steven Cohen LPL Financial Holdings Trades

Steven Cohen's position in LPL Financial Holdings is currently worth $53 Million. That's 0.16% of their equity portfolio (172nd largest holding). The first LPL Financial Holdings trade was made in Q1 2017. Since then Steven Cohen bought shares fifteen more times and sold shares on fifteen occasions. The stake costed the investor $36 Million, netting the investor a gain of 47% so far.

Avg closing price
Price range
Sold 58.0% shares (-203 Thousand shares) Q4 2024
Avg closing price $297.34
Price range $229.85 - $335.91
Increased shares by 144.6% (+207 Thousand shares) Q3 2024
Avg closing price $226.14
Price range $193.00 - $282.10
New holding (+143 Thousand shares) Q2 2024
Avg closing price $271.44
Price range $256.41 - $288.82
Sold -2.5 Thousand shares Q1 2024
Avg closing price $252.41
Price range $230.75 - $273.77
Sold 81.9% shares (-11.3 Thousand shares) Q4 2023
Avg closing price $224.79
Price range $209.89 - $239.77
Sold 76.2% shares (-44.1 Thousand shares) Q3 2023
Avg closing price $232.22
Price range $218.49 - $247.52
Increased shares by 6.0% (+3.3 Thousand shares) Q2 2023
Avg closing price $200.25
Price range $180.95 - $217.90
Increased shares by 40.7% (+15.8 Thousand shares) Q1 2023
Avg closing price $228.60
Price range $192.00 - $255.57
New holding (+38.8 Thousand shares) Q4 2022
Avg closing price $233.77
Price range $206.94 - $269.17
Sold -10.8 Thousand shares Q3 2022
Avg closing price $212.68
Price range $172.53 - $233.20
Sold 83.9% shares (-56.3 Thousand shares) Q2 2022
Avg closing price $189.92
Price range $167.48 - $218.52
Sold 68.2% shares (-144 Thousand shares) Q1 2022
Avg closing price $174.14
Price range $143.67 - $190.77
Sold 59.2% shares (-307 Thousand shares) Q4 2021
Avg closing price $165.05
Price range $152.65 - $175.02
Increased shares by 173.6% (+329 Thousand shares) Q3 2021
Avg closing price $143.63
Price range $127.58 - $161.13
Increased shares by 994.8% (+172 Thousand shares) Q2 2021
Avg closing price $145.43
Price range $134.61 - $156.70
Increased shares by 1341.7% (+16.1 Thousand shares) Q1 2021
Avg closing price $127.60
Price range $103.11 - $146.29
New holding (+1.2 Thousand shares) Q4 2020
Avg closing price $89.87
Price range $76.15 - $104.25
Sold -110 Thousand shares Q3 2020
Avg closing price $79.40
Price range $74.14 - $85.09
Sold 91.5% shares (-1.19 Million shares) Q2 2020
Avg closing price $66.82
Price range $48.65 - $85.54
New holding (+1.3 Million shares) Q1 2020
Avg closing price $80.62
Price range $39.02 - $98.86

News about LPL Financial Holdings Inc and Steven Cohen

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