Oppenheimer & Co’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 | $327K | Sell |
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|
2025
Q1 | $895K | Buy |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $302K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $999K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $544K | Sell |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $202K | Sell |
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|
2017
Q4 | $486K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $355K | Buy |
|