Ironwood Investment Counsel’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-535
| Closed | -$201K | – | 268 |
|
|
2025
Q2 | $201K | Buy |
+535
| New | +$187K | 0.03% | 251 |
|
|
2025
Q1 | – | Sell |
-1,370
| Closed | -$447K | – | 244 |
|
|
2024
Q4 | $447K | Sell |
1,370
-90
| -6% | -$26.6K | 0.08% | 168 |
|
|
2024
Q3 | $340K | Sell |
1,460
-60
| -4% | -$13.5K | 0.06% | 197 |
|
|
2024
Q2 | $425K | Sell |
1,520
-525
| -26% | -$143K | 0.08% | 178 |
|
|
2024
Q1 | $540K | Hold |
2,045
| – | – | 0.09% | 162 |
|
|
2023
Q4 | $465K | Sell |
2,045
-165
| -7% | -$37.1K | 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% | +$17.1K | 0.11% | 137 |
|
|
2022
Q4 | $462K | Sell |
2,135
-830
| -28% | -$194K | 0.11% | 133 |
|
|
2022
Q3 | $647K | Sell |
2,965
-145
| -5% | -$30.8K | 0.18% | 104 |
|
|
2022
Q2 | $573K | Hold |
3,110
| – | – | 0.16% | 113 |
|
|
2022
Q1 | $568K | Sell |
3,110
-375
| -11% | -$65.3K | 0.14% | 116 |
|
|
2021
Q4 | $557K | Sell |
3,485
-50
| -1% | -$8.25K | 0.13% | 121 |
|
|
2021
Q3 | $554K | Hold |
3,535
| – | – | 0.14% | 115 |
|
|
2021
Q2 | $477K | Sell |
3,535
-40
| -1% | -$5.82K | 0.13% | 129 |
|
|
2021
Q1 | $508K | Sell |
3,575
-7,800
| -69% | -$995K | 0.15% | 116 |
|
|
2020
Q4 | $1.19M | Sell |
11,375
-150
| -1% | -$13.5K | 0.27% | 86 |
|
|
2020
Q3 | $883K | Sell |
11,525
-75
| -0.6% | -$5.96K | 0.24% | 92 |
|
|
2020
Q2 | $909K | Sell |
11,600
-30
| -0.3% | -$2K | 0.28% | 84 |
|
|
2020
Q1 | $633K | Buy |
11,630
+4,330
| +59% | +$349K | 0.25% | 86 |
|
|
2019
Q4 | $673K | Hold |
7,300
| – | – | 0.23% | 88 |
|
|
2019
Q3 | $597K | Sell |
7,300
-400
| -5% | -$32K | 0.22% | 88 |
|
|
2019
Q2 | $628K | Sell |
7,700
-200
| -3% | -$15.8K | 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% | -$55.2K | 0.23% | 86 |
|
|
2018
Q1 | $533K | Sell |
8,740
-2,715
| -24% | -$168K | 0.24% | 80 |
|
|
2017
Q4 | $654K | Sell |
11,455
-325
| -3% | -$17.1K | 0.24% | 79 |
|
|
2017
Q3 | $607K | Sell |
11,780
-2,645
| -18% | -$122K | 0.25% | 78 |
|
|
2017
Q2 | $612K | Buy |
14,425
+8,325
| +136% | +$338K | 0.23% | 88 |
|
|
2017
Q1 | $242K | Sell |
6,100
-800
| -12% | -$31.4K | 0.1% | 144 |
|
|
2016
Q4 | $243K | Buy |
+6,900
| New | +$241K | 0.11% | 136 |
|
Other funds holding LPLA
LPC
Ironwood Investment Counsel's LPLA Position: Q3 2025 in Review
Ironwood Investment Counsel sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 535 shares — an estimated $201K sold.
Ironwood Investment Counsel first reported a position in LPLA in Q4 2016 and held it in 34 quarters. The position peaked at $1.19M in Q4 2020. 758 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.
- Ironwood Investment Counsel reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
- Ironwood Investment Counsel sold 535 LPL Financial shares in Q3 2025, an estimated $201K.
- Ironwood Investment Counsel first reported a position in LPL Financial in Q4 2016 and held it in 34 quarters.
- Ironwood Investment Counsel's LPL Financial position peaked at $1.19M in Q4 2020.
- 758 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.
Based on Ironwood Investment Counsel's 13F filing for Q3 2025, filed 5 Nov 2025.