LKCM Small-Mid Cap Equity Fund LPLA Holdings History
LKCM Small-Mid Cap Equity Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, LKCM Funds held 2,798.00 shares of LPL Financial Holdings Inc(LPLA), totaling $915,340.00. This investment constitutes 2.6% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2020Q1. And since then LKCM Small-Mid Cap Equity Fund has made 8 purchases of LPLA, at an average price of $130.97, for a total of 5,114.00 shares. In addition, there have been 6 sales at an average price of $187.41 for 2,316.00 shares. Based on historical transaction data and LPLA's current price of $378.87, LKCM Small-Mid Cap Equity Fund's estimated gain on his LPLA holdings is $824,359.82, reflecting a 123.08% gain to date.
LKCM Small-Mid Cap Equity Fund LPLA ($378.87) Holding Chart
LKCM Small-Mid Cap Equity Fund 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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