Phase 2 Partners, LLC
- SEC CIK
- 0001841126
- Latest filing
- Feb 14, 2025
LPLA holding history
LPL Financial Holdings Inc. in every 13F filed by Phase 2 Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LPLA overviewAll 13F holders of LPLAFull Q4 2024 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −37,142−100.0% | Sold out | Holders |
| Q3 2023 | 37,142 | $8.83M | 3.9% | −26,351−41.5% | Reduced | Holders |
| Q2 2023 | 63,493 | $13.8M | 6.3% | +23,152+57.4% | Added | Holders |
| Q1 2023 | 40,341 | $8.17M | 3.5% | −33,770−45.6% | Reduced | Holders |
| Q4 2022 | 74,111 | $16.0M | 7.2% | +37,777+104.0% | Added | Holders |
| Q3 2022 | 36,334 | $7.94M | 3.8% | −3,598−9.0% | Reduced | Holders |
| Q2 2022 | 39,932 | $7.37M | 3.8% | −26,585−40.0% | Reduced | Holders |
| Q1 2022 | 66,517 | $12.2M | 7.9% | +29,747+80.9% | Added | Holders |
| Q4 2021 | 36,770 | $5.89M | 3.9% | – | No prior filing | Holders |