Ironwood Investment Counsel’s LPL Financial LPLA Stock Holding History

Ironwood Investment Counsel’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+535	New	+$201K	0.03%	251
2025 Q1	–	Sell	-1,370	Closed	-$447K	–	244
2024 Q4	$447K	Sell	1,370 -90	-6%	-$29.4K	0.08%	168
2024 Q3	$340K	Sell	1,460 -60	-4%	-$14K	0.06%	197
2024 Q2	$425K	Sell	1,520 -525	-26%	-$147K	0.08%	178
2024 Q1	$540K	Hold	2,045	–	–	0.09%	162
2023 Q4	$465K	Sell	2,045 -165	-7%	-$37.6K	0.09%	170
2023 Q3	$525K	Hold	2,210	–	–	0.11%	154
2023 Q2	$481K	Hold	2,210	–	–	0.11%	131
2023 Q1	$447K	Buy	2,210 +75	+4%	+$15.2K	0.11%	137
2022 Q4	$462K	Sell	2,135 -830	-28%	-$179K	0.11%	133
2022 Q3	$647K	Sell	2,965 -145	-5%	-$31.6K	0.18%	104
2022 Q2	$573K	Hold	3,110	–	–	0.16%	113
2022 Q1	$568K	Sell	3,110 -375	-11%	-$68.5K	0.14%	116
2021 Q4	$557K	Sell	3,485 -50	-1%	-$7.99K	0.13%	121
2021 Q3	$554K	Hold	3,535	–	–	0.14%	115
2021 Q2	$477K	Sell	3,535 -40	-1%	-$5.4K	0.13%	129
2021 Q1	$508K	Sell	3,575 -7,800	-69%	-$1.11M	0.15%	116
2020 Q4	$1.19M	Sell	11,375 -150	-1%	-$15.6K	0.27%	86
2020 Q3	$883K	Sell	11,525 -75	-0.6%	-$5.75K	0.24%	92
2020 Q2	$909K	Sell	11,600 -30	-0.3%	-$2.35K	0.28%	84
2020 Q1	$633K	Buy	11,630 +4,330	+59%	+$236K	0.25%	86
2019 Q4	$673K	Hold	7,300	–	–	0.23%	88
2019 Q3	$597K	Sell	7,300 -400	-5%	-$32.7K	0.22%	88
2019 Q2	$628K	Sell	7,700 -200	-3%	-$16.3K	0.24%	84
2019 Q1	$550K	Hold	7,900	–	–	0.22%	87
2018 Q4	$482K	Hold	7,900	–	–	0.21%	89
2018 Q3	$509K	Hold	7,900	–	–	0.2%	93
2018 Q2	$517K	Sell	7,900 -840	-10%	-$55K	0.23%	86
2018 Q1	$533K	Sell	8,740 -2,715	-24%	-$166K	0.24%	80
2017 Q4	$654K	Sell	11,455 -325	-3%	-$18.6K	0.24%	79
2017 Q3	$607K	Sell	11,780 -2,645	-18%	-$136K	0.25%	78
2017 Q2	$612K	Buy	14,425 +8,325	+136%	+$353K	0.23%	88
2017 Q1	$242K	Sell	6,100 -800	-12%	-$31.7K	0.1%	144
2016 Q4	$243K	Buy	+6,900	New	+$243K	0.11%	136