Kestra Advisory Services’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 | $1.58M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $953K | Buy |
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|
2024
Q3 | $649K | Sell |
|
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|
2024
Q2 | $597K | Buy |
|
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|
2024
Q1 | $369K | Buy |
|
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $288K | Sell |
|
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $205K | Buy |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $212K | Buy |
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