Empower Advisory Group’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 | $102M | Buy |
1,846,846
+56,242
| +3% | +$3.12M | 0.31% | 63 |
|
|
2025
Q1 | $74.1M | Sell |
1,790,604
-917,100
| -34% | -$38M | 0.24% | 88 |
|
|
2024
Q4 | $120M | Sell |
2,707,704
-32,836
| -1% | -$1.45M | 0.4% | 47 |
|
|
2024
Q3 | $95.5M | Buy |
2,740,540
+29,572
| +1% | +$1.03M | 0.32% | 63 |
|
|
2024
Q2 | $83.1M | Sell |
2,710,968
-6,044
| -0.2% | -$185K | 0.31% | 67 |
|
|
2024
Q1 | $75.9M | Buy |
2,717,012
+609,784
| +29% | +$17M | 0.28% | 78 |
|
|
2023
Q4 | $43.7M | Buy |
2,107,228
+31,792
| +2% | +$659K | 0.17% | 114 |
|
|
2023
Q3 | $44.9M | Buy |
2,075,436
+26,336
| +1% | +$570K | 0.2% | 105 |
|
|
2023
Q2 | $42.6M | Buy |
2,049,100
+35,096
| +2% | +$729K | 0.18% | 119 |
|
|
2023
Q1 | $41.5M | Buy |
+2,014,004
| New | +$41.5M | 0.19% | 117 |
|