KeyBank National Association’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
$208K Sell
3,747
-3,513
-48% -$195K ﹤0.01% 1112
2025
Q1
$301K Sell
7,260
-4,464
-38% -$185K ﹤0.01% 965
2024
Q4
$518K Buy
11,724
+3,200
+38% +$141K ﹤0.01% 767
2024
Q3
$297K Sell
8,524
-844
-9% -$29.4K ﹤0.01% 972
2024
Q2
$287K Hold
9,368
﹤0.01% 945
2024
Q1
$262K Buy
+9,368
New +$262K ﹤0.01% 969