Cetera Investment Advisers’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 | $155K | Buy |
19,285
+983
| +5% | +$7.91K | ﹤0.01% | 3787 |
|
|
2025
Q1 | $166K | Sell |
18,302
-1,035
| -5% | -$9.38K | ﹤0.01% | 3657 |
|
|
2024
Q4 | $168K | Sell |
19,337
-3,643
| -16% | -$31.6K | ﹤0.01% | 3467 |
|
|
2024
Q3 | $311K | Buy |
22,980
+64
| +0.3% | +$865 | ﹤0.01% | 3035 |
|
|
2024
Q2 | $378K | Buy |
22,916
+2,456
| +12% | +$40.5K | ﹤0.01% | 2819 |
|
|
2024
Q1 | $348K | Buy |
+20,460
| New | +$348K | ﹤0.01% | 2908 |
|
|
2023
Q3 | – | Sell |
-8,390
| Closed | -$244K | – | 2224 |
|
|
2023
Q2 | $244K | Buy |
8,390
+2,989
| +55% | +$86.8K | ﹤0.01% | 1869 |
|
|
2023
Q1 | $279K | Buy |
+5,401
| New | +$279K | ﹤0.01% | 1745 |
|
|
2021
Q4 | – | Sell |
-4,314
| Closed | -$215K | – | 1892 |
|
|
2021
Q3 | $215K | Buy |
4,314
+212
| +5% | +$10.6K | ﹤0.01% | 1618 |
|
|
2021
Q2 | $226K | Buy |
4,102
+183
| +5% | +$10.1K | ﹤0.01% | 1593 |
|
|
2021
Q1 | $211K | Buy |
+3,919
| New | +$211K | ﹤0.01% | 1449 |
|