Larson Financial Group’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 | $284K | Buy |
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|
2025
Q1 | $10.8K | Buy |
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|
2024
Q4 | $10.3K | Buy |
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|
2024
Q3 | $7.44K | Buy |
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|
2024
Q2 | $6.29K | Hold |
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|
2024
Q1 | $5.72K | Sell |
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|
2023
Q4 | $8.88K | Buy |
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|
2023
Q3 | $9.18K | Hold |
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|
2023
Q2 | $8.81K | Buy |
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|
2023
Q1 | $4.62K | Hold |
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|
2022
Q4 | $4.05K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $3K | Buy |
|