Susie Lee bought LPL Financial Holdings Inc (NASDAQ: LPLA)
Susie Lee (D-NV), a U.S. Representative, has disclosed 8 trades in LPL Financial Holdings Inc (LPLA) since 2019, 4 purchases and 4 sales, worth an estimated $89K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Susie Lee bought $1,001 - $15,000 of LPL Financial Holdings Inc (NASDAQ: LPLA) on July 12, 2019. Since that trade, LPLA is up +318.48% against the S&P 500 up +172.53%, an outperformance of +145.95%.
Across these filings, Susie Lee has been a balanced trader of LPLA (a buy-to-sell ratio of 1.00). The most recent disclosed LPLA transaction shown was dated April 20, 2023. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Susie Lee's LPLA trades vs the price
LPLA is up +318.48% since Susie Lee bought on July 12, 2019, versus +172.53% for the S&P 500.
Performance since this trade
All Susie Lee LPLA trades
Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.
Susie Lee & LPLA trading FAQ
Is it legal for Susie Lee to trade LPL Financial Holdings Inc (LPLA) stock?
Yes. Members of Congress are allowed to trade individual stocks, including LPL Financial Holdings Inc (LPLA), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Susie Lee buy LPLA?
Susie Lee disclosed a purchase of $1,001 - $15,000 of LPL Financial Holdings Inc (LPLA) on July 12, 2019, according to public STOCK Act filings.
How has LPLA performed since Susie Lee's trade?
Since Susie Lee bought LPLA on July 12, 2019, the stock is up +318.48%, versus +172.53% for the S&P 500 over the same period, an outperformance of +145.95%.
How many times has Susie Lee traded LPLA?
Susie Lee has disclosed 8 LPLA trades since 2019 (4 purchases and 4 sales). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional LPLA trades?
Quantellect tracks every disclosed congressional trade in LPL Financial Holdings Inc (LPLA) on the LPL Financial Holdings Inc congressional trading page, which aggregates filings across all members of Congress.
Susie Lee's LPLA tradesAll congressional filings for LPL Financial Holdings IncSusie Lee's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.