Donoghue Forlines Momentum Fund LPLA Holdings History
Donoghue Forlines Momentum Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, Donoghue Forlines Momentum Fund held 3,373.00 shares of LPL Financial Holdings Inc(LPLA), totaling $1.10 Mil. This investment constitutes 2.02% of their stock portfolio, and Donoghue Forlines Momentum Fund now holds 0% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2021Q1. And since then Donoghue Forlines Momentum Fund has made 5 purchases of LPLA, at an average price of $231.36, for a total of 7,617.00 shares. In addition, there have been 8 sales at an average price of $172.46 for 4,244.00 shares. Based on historical transaction data and LPLA's current price of $374.36, Donoghue Forlines Momentum Fund's estimated gain on his LPLA holdings is $232,367.51, reflecting a 13.19% gain to date.
Donoghue Forlines Momentum Fund LPLA ($374.36) Holding Chart
Donoghue Forlines Momentum Fund LPLA ($374.36) 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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