Jefferies Financial 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 | $1.02M | Sell |
18,348
-13,956
| -43% | -$773K | 0.01% | 525 |
|
|
2025
Q1 | $1.34M | Sell |
32,304
-23,124
| -42% | -$957K | 0.01% | 536 |
|
|
2024
Q4 | $2.45M | Buy |
55,428
+23,828
| +75% | +$1.05M | 0.01% | 438 |
|
|
2024
Q3 | $1.1M | Buy |
31,600
+208
| +0.7% | +$7.25K | 0.01% | 554 |
|
|
2024
Q2 | $962K | Buy |
31,392
+20,000
| +176% | +$613K | 0.01% | 565 |
|
|
2024
Q1 | $318K | Buy |
+11,392
| New | +$318K | ﹤0.01% | 904 |
|
|
2023
Q4 | – | Sell |
-10,316
| Closed | -$223K | – | 1339 |
|
|
2023
Q3 | $223K | Hold |
10,316
| – | – | ﹤0.01% | 908 |
|
|
2023
Q2 | $214K | Hold |
10,316
| – | – | ﹤0.01% | 983 |
|
|
2023
Q1 | $213K | Buy |
+10,316
| New | +$213K | ﹤0.01% | 920 |
|