Silver Oak Securities’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 | $2.06M | Buy |
37,198
+1,054
| +3% | +$58.4K | 0.17% | 137 |
|
|
2025
Q1 | $1.49M | Buy |
36,144
+516
| +1% | +$21.2K | 0.14% | 161 |
|
|
2024
Q4 | $1.59M | Sell |
35,628
-6,476
| -15% | -$290K | 0.15% | 150 |
|
|
2024
Q3 | $1.44M | Buy |
42,104
+42,000
| +40,385% | +$1.44M | 0.15% | 148 |
|
|
2024
Q2 | $3.19K | Hold |
104
| – | – | ﹤0.01% | 484 |
|
|
2024
Q1 | $2.9K | Buy |
+104
| New | +$2.9K | ﹤0.01% | 475 |
|