LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

STIFEL FINANCIAL CORP's Holding History (CIK: 0000720672)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 181,199 Value ($000) $64,721 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 186,828 Value ($000) $62,157 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 198,139 Value ($000) $74,298 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 187,258 Value ($000) $61,260 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 165,291 Value ($000) $53,969 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 122,831 Value ($000) $28,574 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 145,023 Value ($000) $40,505 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 141,740 Value ($000) $37,448 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 97,967 Value ($000) $22,299 Avg Close $224.79 Range $200.18 - $241.72

Q3 2023

Shares 107,772 Value ($000) $25,612 Avg Close $232.22 Range $214.03 - $250.65

Q2 2023

Shares 106,467 Value ($000) $23,149 Avg Close $200.25 Range $179.00 - $219.18

Q1 2023

Shares 106,864 Value ($000) $21,629 Avg Close $228.60 Range $188.52 - $257.65

Q4 2022

Shares 111,080 Value ($000) $24,012 Avg Close $233.77 Range $203.90 - $271.56

Q3 2022

Shares 144,400 Value ($000) $31,549 Avg Close $212.68 Range $169.68 - $236.58

Q2 2022

Shares 143,176 Value ($000) $26,414 Avg Close $189.92 Range $165.47 - $220.80

Q1 2022

Shares 119,395 Value ($000) $21,812 Avg Close $174.14 Range $140.65 - $196.29

Q4 2021

Shares 107,606 Value ($000) $17,227 Avg Close $165.05 Range $150.11 - $176.96

Q3 2021

Shares 101,340 Value ($000) $15,886 Avg Close $143.63 Range $127.03 - $161.87

Q2 2021

Shares 95,502 Value ($000) $12,891 Avg Close $145.43 Range $134.34 - $159.74

Q1 2021

Shares 87,803 Value ($000) $12,482 Avg Close $127.60 Range $101.90 - $147.69

Q4 2020

Shares 13,350 Value ($000) $1,391 Avg Close $89.87 Range $75.14 - $105.77

Q3 2020

Shares 11,138 Value ($000) $854 Avg Close $79.40 Range $73.14 - $85.76

Q2 2020

Shares 11,056 Value ($000) $867 Avg Close $66.82 Range $47.57 - $86.25

Q1 2020

Shares 8,040 Value ($000) $433 Avg Close $80.62 Range $32.01 - $99.60

Q4 2019

Shares 7,761 Value ($000) $720 Avg Close $85.83 Range $70.14 - $94.70

Q3 2014

Shares 25,247 Value ($000) $1,162 Avg Close $48.19 Range $45.95 - $53.97

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	181,199	$64,721	$353.69	$310.70 - $395.75
Q3 2025	186,828	$62,157	$362.48	$318.87 - $403.58
Q2 2025	198,139	$74,298	$350.35	$262.83 - $390.23
Q1 2025	187,258	$61,260	$348.21	$306.71 - $384.04
Q4 2024	165,291	$53,969	$295.72	$222.75 - $336.40
Q3 2024	122,831	$28,574	$225.33	$187.19 - $284.59
Q2 2024	145,023	$40,505	$271.44	$255.64 - $289.88
Q1 2024	141,740	$37,448	$252.41	$223.81 - $274.35
Q4 2023	97,967	$22,299	$224.79	$200.18 - $241.72
Q3 2023	107,772	$25,612	$232.22	$214.03 - $250.65
Q2 2023	106,467	$23,149	$200.25	$179.00 - $219.18
Q1 2023	106,864	$21,629	$228.60	$188.52 - $257.65
Q4 2022	111,080	$24,012	$233.77	$203.90 - $271.56
Q3 2022	144,400	$31,549	$212.68	$169.68 - $236.58
Q2 2022	143,176	$26,414	$189.92	$165.47 - $220.80
Q1 2022	119,395	$21,812	$174.14	$140.65 - $196.29
Q4 2021	107,606	$17,227	$165.05	$150.11 - $176.96
Q3 2021	101,340	$15,886	$143.63	$127.03 - $161.87
Q2 2021	95,502	$12,891	$145.43	$134.34 - $159.74
Q1 2021	87,803	$12,482	$127.60	$101.90 - $147.69
Q4 2020	13,350	$1,391	$89.87	$75.14 - $105.77
Q3 2020	11,138	$854	$79.40	$73.14 - $85.76
Q2 2020	11,056	$867	$66.82	$47.57 - $86.25
Q1 2020	8,040	$433	$80.62	$32.01 - $99.60
Q4 2019	7,761	$720	$85.83	$70.14 - $94.70
Q3 2014	25,247	$1,162	$48.19	$45.95 - $53.97