Crossmark Global Holdings’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.67M | Sell |
30,222
-3,826
| -11% | -$212K | 0.03% | 476 |
|
2025
Q1 | $1.41M | Buy |
34,048
+280
| +0.8% | +$11.6K | 0.02% | 511 |
|
2024
Q4 | $1.49M | Buy |
33,768
+1,244
| +4% | +$54.9K | 0.03% | 469 |
|
2024
Q3 | $1.13M | Buy |
32,524
+4,908
| +18% | +$171K | 0.02% | 569 |
|
2024
Q2 | $847K | Sell |
27,616
-3,532
| -11% | -$108K | 0.02% | 639 |
|
2024
Q1 | $870K | Buy |
31,148
+140
| +0.5% | +$3.91K | 0.02% | 659 |
|
2023
Q4 | $642K | Sell |
31,008
-800
| -3% | -$16.6K | 0.01% | 742 |
|
2023
Q3 | $703K | Sell |
31,808
-504
| -2% | -$11.1K | 0.02% | 678 |
|
2023
Q2 | $703K | Sell |
32,312
-1,376
| -4% | -$29.9K | 0.02% | 708 |
|
2023
Q1 | $696K | Buy |
33,688
+1,100
| +3% | +$22.7K | 0.02% | 686 |
|
2022
Q4 | $589K | Buy |
32,588
+1,376
| +4% | +$24.9K | 0.01% | 728 |
|
2022
Q3 | $498K | Buy |
31,212
+572
| +2% | +$9.13K | 0.01% | 774 |
|
2022
Q2 | $422K | Sell |
30,640
-2,084
| -6% | -$28.7K | 0.01% | 881 |
|
2022
Q1 | $539K | Buy |
32,724
+1,684
| +5% | +$27.7K | 0.01% | 869 |
|
2021
Q4 | $616K | Sell |
31,040
-6,160
| -17% | -$122K | 0.01% | 807 |
|
2021
Q3 | $580K | Buy |
37,200
+40
| +0.1% | +$624 | 0.01% | 848 |
|
2021
Q2 | $611K | Buy |
37,160
+600
| +2% | +$9.87K | 0.01% | 819 |
|
2021
Q1 | $668K | Buy |
36,560
+1,680
| +5% | +$30.7K | 0.02% | 753 |
|
2020
Q4 | $531K | Buy |
34,880
+11,200
| +47% | +$171K | 0.01% | 822 |
|
2020
Q3 | $286K | Sell |
23,680
-80
| -0.3% | -$966 | 0.01% | 1054 |
|
2020
Q2 | $248K | Sell |
23,760
-680
| -3% | -$7.1K | 0.01% | 1123 |
|
2020
Q1 | $264K | Sell |
24,440
-80
| -0.3% | -$864 | 0.01% | 923 |
|
2019
Q4 | $286K | Sell |
24,520
-1,200
| -5% | -$14K | 0.01% | 1145 |
|
2019
Q3 | $346K | Sell |
25,720
-1,920
| -7% | -$25.8K | 0.01% | 972 |
|
2019
Q2 | $375K | Sell |
27,640
-652
| -2% | -$8.85K | 0.01% | 969 |
|
2019
Q1 | $367K | Sell |
28,292
-880
| -3% | -$11.4K | 0.01% | 1008 |
|
2018
Q4 | $399K | Sell |
29,172
-2,880
| -9% | -$39.4K | 0.01% | 882 |
|
2018
Q3 | $443K | Buy |
32,052
+400
| +1% | +$5.53K | 0.01% | 1038 |
|
2018
Q2 | $510K | Buy |
31,652
+2,040
| +7% | +$32.9K | 0.01% | 932 |
|
2018
Q1 | $498K | Sell |
29,612
-27,772
| -48% | -$467K | 0.01% | 921 |
|
2017
Q4 | $849K | Buy |
57,384
+1,252
| +2% | +$18.5K | 0.02% | 703 |
|
2017
Q3 | $632K | Buy |
+56,132
| New | +$632K | 0.02% | 815 |
|
2016
Q3 | $632K | Buy |
+56,132
| New | +$632K | 0.02% | 815 |
|