Allworth Financial’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4K | Buy |
5,269
+4,233
| +409% | +$34.1K | ﹤0.01% | 2043 |
|
|
2025
Q1 | $8.96K | Buy |
1,036
+30
| +3% | +$259 | ﹤0.01% | 2462 |
|
|
2024
Q4 | $9.59K | Buy |
1,006
+3
| +0.3% | +$29 | ﹤0.01% | 2447 |
|
|
2024
Q3 | $13.6K | Buy |
1,003
+35
| +4% | +$473 | ﹤0.01% | 2119 |
|
|
2024
Q2 | $16.7K | Buy |
968
+448
| +86% | +$7.71K | ﹤0.01% | 1990 |
|
|
2024
Q1 | $8.85K | Hold |
520
| – | – | ﹤0.01% | 2162 |
|
|
2023
Q4 | $8.94K | Buy |
+520
| New | +$8.94K | ﹤0.01% | 2029 |
|