Heron Bay Capital Management LPLA Holdings History
Heron Bay Capital Management's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, Heron Bay Capital Management held 84,239.00 shares of LPL Financial Holdings Inc(LPLA), totaling $27.56 Mil. This investment constitutes 5.79% of their stock portfolio, and Heron Bay Capital Management now holds 0.11% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2020Q4. And since then Heron Bay Capital Management has made 11 purchases of LPLA, at an average price of $200.70, for a total of 108,201.00 shares. In addition, there have been 6 sales at an average price of $258.10 for 23,962.00 shares. Based on historical transaction data and LPLA's current price of $393.31, Heron Bay Capital Management's estimated gain on his LPLA holdings is $17.60 Mil, reflecting a 81.05% gain to date.
Heron Bay Capital Management LPLA ($393.31) Holding Chart
Heron Bay Capital Management LPLA ($393.31) 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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