First Horizon Advisors’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 | $42.1K | Buy |
760
+496
| +188% | +$27.5K | ﹤0.01% | 1096 |
|
|
2025
Q1 | $10.9K | Sell |
264
-4
| -1% | -$166 | ﹤0.01% | 1565 |
|
|
2024
Q4 | $11.8K | Hold |
268
| – | – | ﹤0.01% | 1530 |
|
|
2024
Q3 | $9.34K | Buy |
268
+16
| +6% | +$557 | ﹤0.01% | 1628 |
|
|
2024
Q2 | $7.72K | Sell |
252
-588
| -70% | -$18K | ﹤0.01% | 1636 |
|
|
2024
Q1 | $23.5K | Sell |
840
-668
| -44% | -$18.7K | ﹤0.01% | 1291 |
|
|
2023
Q4 | $31.3K | Hold |
1,508
| – | – | ﹤0.01% | 1143 |
|
|
2023
Q3 | $32.7K | Buy |
1,508
+56
| +4% | +$1.21K | ﹤0.01% | 1053 |
|
|
2023
Q2 | $30.2K | Sell |
1,452
-4,832
| -77% | -$100K | ﹤0.01% | 1102 |
|
|
2023
Q1 | $130K | Buy |
6,284
+4,896
| +353% | +$101K | ﹤0.01% | 571 |
|
|
2022
Q4 | $25.1K | Buy |
1,388
+28
| +2% | +$507 | ﹤0.01% | 1175 |
|
|
2022
Q3 | $21K | Sell |
1,360
-716
| -34% | -$11.1K | ﹤0.01% | 1220 |
|
|
2022
Q2 | $28K | Buy |
2,076
+1,348
| +185% | +$18.2K | ﹤0.01% | 1156 |
|
|
2022
Q1 | $12K | Sell |
728
-616
| -46% | -$10.2K | ﹤0.01% | 1048 |
|
|
2021
Q4 | $26K | Buy |
1,344
+80
| +6% | +$1.55K | ﹤0.01% | 1180 |
|
|
2021
Q3 | $19K | Hold |
1,264
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q2 | $20K | Buy |
1,264
+4
| +0.3% | +$63 | ﹤0.01% | 1115 |
|
|
2021
Q1 | $23K | Hold |
1,260
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q4 | $19K | Buy |
1,260
+4
| +0.3% | +$60 | ﹤0.01% | 901 |
|
|
2020
Q3 | $15K | Hold |
1,256
| – | – | ﹤0.01% | 906 |
|
|
2020
Q2 | $13K | Buy |
1,256
+4
| +0.3% | +$41 | ﹤0.01% | 934 |
|
|
2020
Q1 | $13K | Buy |
1,252
+4
| +0.3% | +$42 | ﹤0.01% | 874 |
|
|
2019
Q4 | $14K | Buy |
1,248
+84
| +7% | +$942 | ﹤0.01% | 976 |
|
|
2019
Q3 | $15K | Buy |
1,164
+52
| +5% | +$670 | ﹤0.01% | 943 |
|
|
2019
Q2 | $15K | Buy |
1,112
+4
| +0.4% | +$54 | ﹤0.01% | 954 |
|
|
2019
Q1 | $14K | Hold |
1,108
| – | – | ﹤0.01% | 942 |
|
|
2018
Q4 | $15K | Buy |
1,108
+52
| +5% | +$704 | ﹤0.01% | 902 |
|
|
2018
Q3 | $14K | Buy |
1,056
+56
| +6% | +$742 | ﹤0.01% | 988 |
|
|
2018
Q2 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 980 |
|
|
2017
Q1 | – | Sell |
-1,272
| Closed | -$10K | – | 1533 |
|
|
2016
Q4 | $10K | Hold |
1,272
| – | – | ﹤0.01% | 999 |
|
|
2016
Q3 | $10K | Buy |
1,272
+332
| +35% | +$2.61K | ﹤0.01% | 991 |
|
|
2016
Q2 | $7K | Hold |
940
| – | – | ﹤0.01% | 1048 |
|
|
2016
Q1 | $8K | Hold |
940
| – | – | ﹤0.01% | 1047 |
|
|
2015
Q4 | $10K | Sell |
940
-448
| -32% | -$4.77K | ﹤0.01% | 919 |
|
|
2015
Q3 | $13K | Hold |
1,388
| – | – | ﹤0.01% | 920 |
|
|
2015
Q2 | $14K | Buy |
1,388
+52
| +4% | +$524 | ﹤0.01% | 935 |
|
|
2015
Q1 | $11K | Hold |
1,336
| – | – | ﹤0.01% | 1009 |
|
|
2014
Q4 | $9K | Hold |
1,336
| – | – | ﹤0.01% | 1063 |
|
|
2014
Q3 | $8K | Buy |
1,336
+72
| +6% | +$431 | ﹤0.01% | 1131 |
|
|
2014
Q2 | $7K | Hold |
1,264
| – | – | ﹤0.01% | 1132 |
|
|
2014
Q1 | $7K | Hold |
1,264
| – | – | ﹤0.01% | 1047 |
|
|
2013
Q4 | $6K | Buy |
+1,264
| New | +$6K | ﹤0.01% | 1052 |
|