LGA
Lebenthal Global Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Buy |
17,810
+13,206
| +287% | +$732K | 0.18% | 80 |
|
|
2025
Q1 | $762K | Sell |
4,604
-2,583
| -36% | -$428K | 0.14% | 96 |
|
|
2024
Q4 | $1.27M | Buy |
7,187
+78
| +1% | +$13.8K | 0.23% | 68 |
|
|
2024
Q3 | $991K | Buy |
7,109
+56
| +0.8% | +$7.8K | 0.2% | 78 |
|
|
2024
Q2 | $865K | Sell |
7,053
-343
| -5% | -$42.1K | 0.19% | 76 |
|
|
2024
Q1 | $826K | Buy |
7,396
+19
| +0.3% | +$2.12K | 0.18% | 73 |
|
|
2023
Q4 | $612K | Buy |
+7,377
| New | +$612K | 0.14% | 94 |
|
|
2022
Q4 | – | Sell |
-4,562
| Closed | -$291K | – | 135 |
|
|
2022
Q3 | $291K | Hold |
4,562
| – | – | 0.13% | 91 |
|
|
2022
Q2 | $250K | Buy |
+4,562
| New | +$250K | 0.12% | 113 |
|