Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 819 | $293 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 901 | $300 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 959 | $360 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 1,312 | $429 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 1,015 | $331 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 945 | $220 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 899 | $251 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 962 | $254 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 2,062 | $469 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 2,202 | $523 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 2,085 | $453 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 2,059 | $417 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 1,422 | $307 | $233.77 | $203.90 - $271.56 |