Securian Asset Management’s Interactive Brokers IBKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.84M Sell
33,191
-133
-0.4% -$7.37K 0.05% 274
2025
Q1
$1.38M Buy
33,324
+400
+1% +$16.6K 0.04% 325
2024
Q4
$1.45M Sell
32,924
-844
-2% -$37.3K 0.04% 329
2024
Q3
$1.18M Sell
33,768
-400
-1% -$13.9K 0.03% 388
2024
Q2
$1.05M Sell
34,168
-872
-2% -$26.7K 0.03% 402
2024
Q1
$979K Sell
35,040
-800
-2% -$22.3K 0.03% 448
2023
Q4
$743K Sell
35,840
-400
-1% -$8.29K 0.02% 530
2023
Q3
$784K Sell
36,240
-460
-1% -$9.95K 0.02% 493
2023
Q2
$762K Sell
36,700
-864
-2% -$17.9K 0.02% 546
2023
Q1
$775K Hold
37,564
0.02% 535
2022
Q4
$679K Hold
37,564
0.02% 569
2022
Q3
$600K Buy
37,564
+5,676
+18% +$90.7K 0.02% 579
2022
Q2
$439K Buy
31,888
+556
+2% +$7.65K 0.01% 744
2022
Q1
$516K Hold
31,332
0.01% 746
2021
Q4
$622K Hold
31,332
0.01% 711
2021
Q3
$488K Buy
31,332
+1,620
+5% +$25.2K 0.01% 769
2021
Q2
$488K Sell
29,712
-536
-2% -$8.8K 0.01% 782
2021
Q1
$552K Hold
30,248
0.01% 738
2020
Q4
$461K Sell
30,248
-400
-1% -$6.1K 0.01% 742
2020
Q3
$370K Sell
30,648
-400
-1% -$4.83K 0.01% 774
2020
Q2
$324K Sell
31,048
-400
-1% -$4.17K 0.01% 809
2020
Q1
$339K Hold
31,448
0.01% 743
2019
Q4
$367K Sell
31,448
-3,008
-9% -$35.1K 0.01% 868
2019
Q3
$463K Sell
34,456
-1,248
-3% -$16.8K 0.01% 790
2019
Q2
$484K Sell
35,704
-672
-2% -$9.11K 0.01% 802
2019
Q1
$472K Hold
36,376
0.01% 807
2018
Q4
$497K Sell
36,376
-400
-1% -$5.47K 0.01% 736
2018
Q3
$509K Buy
36,776
+1,576
+4% +$21.8K 0.01% 802
2018
Q2
$567K Hold
35,200
0.01% 748
2018
Q1
$592K Buy
35,200
+16,000
+83% +$269K 0.02% 724
2017
Q4
$284K Buy
+19,200
New +$284K 0.01% 949