Yorktown Management & Research Co Inc LPLA Holdings History
Yorktown Management & Research Co Inc's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, Yorktown Management & Research Co Inc held 5,290.00 shares of LPL Financial Holdings Inc(LPLA), totaling $1.73 Mil. This investment constitutes 1.88% of their stock portfolio, and Yorktown Management & Research Co Inc now holds 0.01% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2018Q2. And since then Yorktown Management & Research Co Inc has made 7 purchases of LPLA, at an average price of $75.49, for a total of 51,106.00 shares. In addition, there have been 12 sales at an average price of $109.63 for 45,816.00 shares. Based on historical transaction data and LPLA's current price of $379.59, Yorktown Management & Research Co Inc's estimated gain on his LPLA holdings is $3.17 Mil, reflecting a 82.23% gain to date.
Yorktown Management & Research Co Inc LPLA ($379.59) Holding Chart
Yorktown Management & Research Co Inc LPLA ($379.59) 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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