Leuthold 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 | $393K | Hold |
7,100
| – | – | 0.05% | 173 |
|
2025
Q1 | $294K | Sell |
7,100
-240
| -3% | -$9.94K | 0.04% | 187 |
|
2024
Q4 | $324K | Sell |
7,340
-184
| -2% | -$8.13K | 0.04% | 176 |
|
2024
Q3 | $262K | Sell |
7,524
-120
| -2% | -$4.18K | 0.03% | 167 |
|
2024
Q2 | $234K | Buy |
+7,644
| New | +$234K | 0.03% | 168 |
|
2014
Q1 | – | Sell |
-1,139,668
| Closed | -$6.94M | – | 202 |
|
2013
Q4 | $6.94M | Buy |
1,139,668
+197,604
| +21% | +$1.2M | 0.62% | 54 |
|
2013
Q3 | $4.42M | Sell |
942,064
-47,792
| -5% | -$224K | 0.41% | 82 |
|
2013
Q2 | $3.95M | Buy |
+989,856
| New | +$3.95M | 0.37% | 86 |
|