LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 1,921 Value ($000) $686 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 1,977 Value ($000) $658 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 2,777 Value ($000) $1,041 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 2,926 Value ($000) $957 Avg Close $348.21 Range $306.71 - $384.04
Q4 2020
Shares 17 Value ($000) $2 Avg Close $89.87 Range $75.14 - $105.77
Q3 2020
Shares 17 Value ($000) $1 Avg Close $79.40 Range $73.14 - $85.76
Q2 2020
Shares 17 Value ($000) $1 Avg Close $66.82 Range $47.57 - $86.25
Q1 2020
Shares 43 Value ($000) $2 Avg Close $80.62 Range $32.01 - $99.60
Q4 2019
Shares 43 Value ($000) $4 Avg Close $85.83 Range $70.14 - $94.70
Q3 2019
Shares 30 Value ($000) $2 Avg Close $80.03 Range $70.08 - $89.89