Poplar Forest Capital LLC LPLA Holdings History
Poplar Forest Capital LLC's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, Poplar Forest Capital LLC held 18,019.00 shares of LPL Financial Holdings Inc(LPLA), totaling $5.89 Mil. This investment constitutes 1.05% of their stock portfolio, and Poplar Forest Capital LLC now holds 0.02% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2024Q3. And since then Poplar Forest Capital LLC has made 1 purchases of LPLA, at an average price of $225.33, for a total of 33,311.00 shares. In addition, there have been 2 sales at an average price of $323.65 for 15,292.00 shares. Based on historical transaction data and LPLA's current price of $393.31, Poplar Forest Capital LLC's estimated gain on his LPLA holdings is $4.53 Mil, reflecting a 60.36% gain to date.
Poplar Forest Capital LLC LPLA ($393.31) Holding Chart
Poplar Forest Capital LLC 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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