Kestra Advisory Services’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
+16,740
| New | +$135K | ﹤0.01% | 2695 |
|
|
2025
Q1 | – | Sell |
-38,720
| Closed | -$336K | – | 2816 |
|
|
2024
Q4 | $336K | Buy |
+38,720
| New | +$336K | ﹤0.01% | 2140 |
|
|
2024
Q3 | – | Sell |
-61,065
| Closed | -$1.01M | – | 2631 |
|
|
2024
Q2 | $1.01M | Buy |
61,065
+17,988
| +42% | +$296K | 0.01% | 1310 |
|
|
2024
Q1 | $776K | Buy |
+43,077
| New | +$776K | 0.01% | 1401 |
|