Ownership history in Azora Capital LP · 32 quarters on record
This page tracks every 13F SEC filing in which Azora Capital LP reported a position in LPL FINL HLDGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 448,189 | +94,833 | +26.8% | 10.08% | $160.1M | $356.83 |
| 2025 Q3 | REDUCED | 353,356 | -118,996 | -25.2% | 5.45% | $117.6M | $332.11 |
| 2025 Q2 | ADDED | 472,352 | +29,918 | +6.8% | 8.01% | $177.1M | $374.00 |
| 2025 Q1 | ADDED | 442,434 | +26,249 | +6.3% | 9.82% | $144.7M | $326.04 |
| 2024 Q4 | REDUCED | 416,185 | -227,359 | -35.3% | 6.10% | $135.9M | $325.10 |
| 2024 Q3 | ADDED | 643,544 | +220,622 | +52.2% | 8.07% | $149.7M | $231.40 |
| 2024 Q2 | ADDED | 422,922 | +6,366 | +1.5% | 5.44% | $118.1M | $277.41 |
| 2024 Q1 | ADDED | 416,556 | +89,760 | +27.5% | 7.97% | $110.1M | $262.11 |
| 2023 Q4 | ADDED | 326,796 | +3,648 | +1.1% | 6.39% | $74.4M | $225.57 |
| 2023 Q3 | ADDED | 323,148 | +96,730 | +42.7% | 8.20% | $76.8M | $235.19 |
As of 2025 Q4 — sorted by position size