Larson 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 | $284K | Buy |
5,127
+4,863
| +1,842% | +$269K | 0.01% | 587 |
|
|
2025
Q1 | $10.9K | Buy |
264
+32
| +14% | +$1.32K | ﹤0.01% | 1594 |
|
|
2024
Q4 | $10.3K | Buy |
232
+20
| +9% | +$890 | ﹤0.01% | 1469 |
|
|
2024
Q3 | $7.44K | Buy |
212
+8
| +4% | +$281 | ﹤0.01% | 1577 |
|
|
2024
Q2 | $6.29K | Hold |
204
| – | – | ﹤0.01% | 1385 |
|
|
2024
Q1 | $5.72K | Sell |
204
-224
| -52% | -$6.28K | ﹤0.01% | 1159 |
|
|
2023
Q4 | $8.88K | Buy |
428
+4
| +0.9% | +$83 | ﹤0.01% | 1046 |
|
|
2023
Q3 | $9.18K | Hold |
424
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q2 | $8.81K | Buy |
424
+200
| +89% | +$4.16K | ﹤0.01% | 974 |
|
|
2023
Q1 | $4.62K | Hold |
224
| – | – | ﹤0.01% | 1104 |
|
|
2022
Q4 | $4.05K | Hold |
224
| – | – | ﹤0.01% | 1073 |
|
|
2022
Q3 | $4K | Hold |
224
| – | – | ﹤0.01% | 995 |
|
|
2022
Q2 | $3K | Buy |
+224
| New | +$3K | ﹤0.01% | 961 |
|