LPL Financial’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
Q3 | $49.8M | Buy |
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|
2025
Q2 | $38.2M | Buy |
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|
2025
Q1 | $28.1M | Buy |
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|
2024
Q4 | $26.7M | Buy |
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|
2024
Q3 | $19.3M | Buy |
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|
2024
Q2 | $15.6M | Buy |
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|
2024
Q1 | $13.2M | Buy |
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|
2023
Q4 | $5.72M | Buy |
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|
2023
Q3 | $5.01M | Buy |
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|
2023
Q2 | $4.36M | Buy |
|
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $632K | Buy |
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|
2022
Q2 | $515K | Sell |
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|
2022
Q1 | $876K | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $780K | Buy |
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|
2020
Q4 | $641K | Sell |
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|
2020
Q3 | $516K | Sell |
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|
2020
Q2 | $456K | Buy |
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|
2020
Q1 | $380K | Buy |
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|
2019
Q4 | $404K | Sell |
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|
2019
Q3 | $742K | Sell |
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|
2019
Q2 | $816K | Sell |
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|
2019
Q1 | $873K | Sell |
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|
2018
Q4 | $975K | Sell |
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|
2018
Q3 | $1.3M | Sell |
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|
2018
Q2 | $1.65M | Buy |
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|
2018
Q1 | $934K | Buy |
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|
2017
Q4 | $512K | Sell |
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|
2017
Q3 | $398K | Buy |
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|
2017
Q2 | $245K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $205K | Buy |
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