Concourse Financial Group Securities’s Icahn Enterprises IEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-170
Closed -$1.62K 3910
2024
Q4
$1.62K Sell
170
-1,919
-92% -$18.3K ﹤0.01% 2038
2024
Q3
$28.2K Buy
2,089
+149
+8% +$2.01K ﹤0.01% 1416
2024
Q2
$32K Buy
1,940
+212
+12% +$3.49K ﹤0.01% 1361
2024
Q1
$31.1K Hold
1,728
﹤0.01% 1368
2023
Q4
$29.7K Buy
1,728
+98
+6% +$1.69K ﹤0.01% 1351
2023
Q3
$32.2K Buy
1,630
+75
+5% +$1.48K ﹤0.01% 1261
2023
Q2
$45.1K Sell
1,555
-886
-36% -$25.7K ﹤0.01% 1133
2023
Q1
$131K Buy
2,441
+196
+9% +$10.5K 0.01% 785
2022
Q4
$114K Buy
2,245
+1
+0% +$51 0.01% 793
2022
Q3
$111K Buy
2,244
+1,419
+172% +$70.2K 0.01% 692
2022
Q2
$41K Buy
+825
New +$41K ﹤0.01% 1169
2022
Q1
Hold
0
4536
2021
Q4
Hold
0
4585
2021
Q3
Hold
0
4483
2021
Q2
Hold
0
4352
2021
Q1
Hold
0
4245
2020
Q4
Hold
0
4148
2020
Q3
Hold
0
3979
2020
Q2
Hold
0
3871
2020
Q1
Hold
0
3874
2019
Q4
Hold
0
3822
2019
Q3
Hold
0
3578
2019
Q2
Hold
0
3840
2019
Q1
Hold
0
3789
2018
Q4
Hold
0
3671
2018
Q3
Hold
0
3323