15 Ray Dalio LPL Financial Holdings Trades
Ray Dalio's position in LPL Financial Holdings is currently worth $11.4 Million. That's 0.06% of their equity portfolio (228th largest holding). The first LPL Financial Holdings trade was made in Q4 2019. Since then Ray Dalio bought shares nine more times and sold shares on five occasions. The stake costed the investor $9.67 Million, netting the investor a gain of 18% so far.
Avg closing price
Price range
Increased shares by 30.9% (+10.1 Thousand shares)
Q4 2023
Avg closing price
$224.79
Price range
$209.89
-
$239.77
Increased shares by 448.6% (+26.7 Thousand shares)
Q3 2023
Avg closing price
$232.22
Price range
$218.49
-
$247.52
New holding (+5.96 Thousand shares)
Q2 2023
Avg closing price
$200.25
Price range
$180.95
-
$217.90
Sold -20.1 Thousand shares
Q1 2023
Avg closing price
$228.60
Price range
$192.00
-
$255.57
Increased shares by 5.7% (+1.08 Thousand shares)
Q4 2022
Avg closing price
$233.77
Price range
$206.94
-
$269.17
Increased shares by 195.3% (+12.5 Thousand shares)
Q3 2022
Avg closing price
$212.68
Price range
$172.53
-
$233.20
Sold 52.2% shares (-7.02 Thousand shares)
Q2 2022
Avg closing price
$189.92
Price range
$167.48
-
$218.52
Sold 12.1% shares (-1.85 Thousand shares)
Q1 2022
Avg closing price
$174.14
Price range
$143.67
-
$190.77
Sold 53.1% shares (-17.3 Thousand shares)
Q4 2021
Avg closing price
$165.05
Price range
$152.65
-
$175.02
Increased shares by 28.0% (+7.12 Thousand shares)
Q3 2021
Avg closing price
$143.63
Price range
$127.58
-
$161.13
Increased shares by 4.9% (+1.19 Thousand shares)
Q2 2021
Avg closing price
$145.43
Price range
$134.61
-
$156.70
Increased shares by 71.8% (+10.1 Thousand shares)
Q1 2021
Avg closing price
$127.60
Price range
$103.11
-
$146.29
New holding (+14.1 Thousand shares)
Q4 2020
Avg closing price
$89.87
Price range
$76.15
-
$104.25
Sold -16.8 Thousand shares
Q1 2020
Avg closing price
$80.62
Price range
$39.02
-
$98.86
New holding (+16.8 Thousand shares)
Q4 2019
Avg closing price
$85.83
Price range
$72.10
-
$94.26
