S&CO Inc’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 | $3.6M | Buy |
64,920
+2,800
| +5% | +$155K | 0.23% | 85 |
|
|
2025
Q1 | $2.57M | Sell |
62,120
-1,380
| -2% | -$57.1K | 0.17% | 103 |
|
|
2024
Q4 | $2.8M | Buy |
63,500
+2,000
| +3% | +$88.3K | 0.19% | 97 |
|
|
2024
Q3 | $2.14M | Hold |
61,500
| – | – | 0.14% | 110 |
|
|
2024
Q2 | $1.88M | Buy |
61,500
+5,500
| +10% | +$168K | 0.13% | 115 |
|
|
2024
Q1 | $1.56M | Buy |
+56,000
| New | +$1.56M | 0.11% | 123 |
|