MML Investors Services’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
$1.8M Sell
32,499
-8,361
-20% -$463K 0.01% 1308
2025
Q1
$1.69M Buy
40,860
+3,472
+9% +$144K 0.01% 1270
2024
Q4
$1.65M Buy
37,388
+152
+0.4% +$6.71K 0.01% 1229
2024
Q3
$1.3M Buy
37,236
+3,432
+10% +$120K ﹤0.01% 1337
2024
Q2
$1.04M Buy
33,804
+4,900
+17% +$150K ﹤0.01% 1380
2024
Q1
$807K Buy
28,904
+2,124
+8% +$59.3K ﹤0.01% 1529
2023
Q4
$555K Sell
26,780
-4,776
-15% -$99K ﹤0.01% 1688
2023
Q3
$683K Buy
31,556
+5,384
+21% +$117K ﹤0.01% 1451
2023
Q2
$544K Sell
26,172
-24,784
-49% -$515K ﹤0.01% 1585
2023
Q1
$1.05M Buy
50,956
+29,492
+137% +$609K 0.01% 1043
2022
Q4
$388K Buy
21,464
+872
+4% +$15.8K ﹤0.01% 1626
2022
Q3
$329K Sell
20,592
-656
-3% -$10.5K ﹤0.01% 1634
2022
Q2
$292K Buy
21,248
+208
+1% +$2.86K ﹤0.01% 1696
2022
Q1
$347K Buy
21,040
+2,864
+16% +$47.2K ﹤0.01% 1640
2021
Q4
$361K Buy
18,176
+1,232
+7% +$24.5K ﹤0.01% 1588
2021
Q3
$264K Buy
16,944
+2,200
+15% +$34.3K ﹤0.01% 1703
2021
Q2
$242K Buy
14,744
+2,764
+23% +$45.4K ﹤0.01% 1729
2021
Q1
$219K Buy
+11,980
New +$219K ﹤0.01% 1677