Empower Advisory Group’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
$102M Buy
2025
Q1
$74.1M Sell
2024
Q4
$120M Sell
2024
Q3
$95.5M Buy
2024
Q2
$83.1M Sell
2024
Q1
$75.9M Buy
2023
Q4
$43.7M Buy
2023
Q3
$44.9M Buy
2023
Q2
$42.6M Buy
2023
Q1
$41.5M Buy