Lebenthal Global Advisors’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
$987K Sell
2025
Q1
$762K Sell
2024
Q4
$1.27M Buy
2024
Q3
$991K Buy
2024
Q2
$865K Sell
2024
Q1
$826K Buy
2023
Q4
$612K Buy
2022
Q4
Sell
2022
Q3
$291K Hold
2022
Q2
$250K Buy