Allworth Financial’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2024
Q2 | $174K | Buy |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $117K | Buy |
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|
2023
Q3 | $78.7K | Buy |
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|
2023
Q2 | $22.6K | Buy |
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|
2023
Q1 | $19.9K | Buy |
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|
2022
Q4 | $3.04K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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