CAPTRUST Financial Advisors’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 | $1.59M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $760K | Sell |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $738K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $182K | Sell |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $184K | Sell |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $192K | Sell |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q4 | $33K | Buy |
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|
2020
Q3 | $22K | Buy |
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|
2020
Q2 | $16K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $48K | Hold |
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|
2019
Q2 | $49K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5K | Buy |
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