21 Ray Dalio LPL Financial Holdings Trades
Ray Dalio's position in LPL Financial Holdings is currently worth $69.4M. That's 0.27% of their equity portfolio (71st largest holding). The first LPL Financial Holdings trade was made in Q4 2019. Since then Ray Dalio bought shares thirteen more times and sold shares on seven occasions. The stake costed the investor $59.7M, netting the investor a gain of 16% so far.
Avg closing price
Price range
Sold 13.6% shares (-30.2k shares)
Q2 2025
Avg closing price
$350.47
Price range
$283.31
-
$388.96
Increased shares by 243.5% (+158k shares)
Q1 2025
Avg closing price
$348.40
Price range
$308.87
-
$383.33
Increased shares by 81.0% (+29k shares)
Q4 2024
Avg closing price
$297.34
Price range
$229.85
-
$335.91
Increased shares by 230.4% (+25k shares)
Q3 2024
Avg closing price
$226.14
Price range
$193.00
-
$282.10
Increased shares by 33.6% (+2.73k shares)
Q2 2024
Avg closing price
$271.44
Price range
$256.41
-
$288.82
Sold 81.0% shares (-34.7k shares)
Q1 2024
Avg closing price
$252.41
Price range
$230.75
-
$273.77
Increased shares by 30.9% (+10.1k shares)
Q4 2023
Avg closing price
$224.79
Price range
$209.89
-
$239.77
Increased shares by 448.6% (+26.7k shares)
Q3 2023
Avg closing price
$232.22
Price range
$218.49
-
$247.52
New holding (+5.96k shares)
Q2 2023
Avg closing price
$200.25
Price range
$180.95
-
$217.90
Sold -20.1k shares
Q1 2023
Avg closing price
$228.60
Price range
$192.00
-
$255.57
Increased shares by 5.7% (+1.08k shares)
Q4 2022
Avg closing price
$233.77
Price range
$206.94
-
$269.17
Increased shares by 195.3% (+12.5k shares)
Q3 2022
Avg closing price
$212.68
Price range
$172.53
-
$233.20
Sold 52.2% shares (-7.02k shares)
Q2 2022
Avg closing price
$189.92
Price range
$167.48
-
$218.52
Sold 12.1% shares (-1.85k shares)
Q1 2022
Avg closing price
$174.14
Price range
$143.67
-
$190.77
Sold 53.1% shares (-17.3k shares)
Q4 2021
Avg closing price
$165.05
Price range
$152.65
-
$175.02
Increased shares by 28.0% (+7.12k shares)
Q3 2021
Avg closing price
$143.63
Price range
$127.58
-
$161.13
Increased shares by 4.9% (+1.19k shares)
Q2 2021
Avg closing price
$145.43
Price range
$134.61
-
$156.70
Increased shares by 71.8% (+10.1k shares)
Q1 2021
Avg closing price
$127.60
Price range
$103.11
-
$146.29
New holding (+14.1k shares)
Q4 2020
Avg closing price
$89.87
Price range
$76.15
-
$104.25
Sold -16.8k shares
Q1 2020
Avg closing price
$80.62
Price range
$39.02
-
$98.86
News about LPL Financial Holdings Inc and Ray Dalio
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Hedge Fund Snaps Up LPL Financial Shares (InvestmentNews.com) It looks as if private equity investors aren¡¯t the only ones interested in buying into the fina...