Dodge & Cox LPLA Holdings History
Dodge & Cox's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, Dodge & Cox held 1.52 Mil shares of LPL Financial Holdings Inc(LPLA), totaling $498.38 Mil. This investment constitutes 0.28% of their stock portfolio, and Dodge & Cox now holds 1.9% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2024Q3. And since then Dodge & Cox has made 3 purchases of LPLA, at an average price of $331.60, for a total of 1.52 Mil shares. Based on historical transaction data and LPLA's current price of $378.87, Dodge & Cox's estimated gain on his LPLA holdings is $72.01 Mil, reflecting a 14.25% gain to date.
Dodge & Cox LPLA ($378.87) Holding Chart
Dodge & Cox LPLA ($378.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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