Stephens 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 | $339K | Sell |
6,120
-1,628
| -21% | -$90.2K | ﹤0.01% | 970 |
|
|
2025
Q1 | $321K | Sell |
7,748
-292
| -4% | -$12.1K | ﹤0.01% | 965 |
|
|
2024
Q4 | $355K | Sell |
8,040
-240
| -3% | -$10.6K | 0.01% | 952 |
|
|
2024
Q3 | $288K | Sell |
8,280
-99,720
| -92% | -$3.47M | ﹤0.01% | 1046 |
|
|
2024
Q2 | $3.31M | Buy |
108,000
+78,248
| +263% | +$2.4M | 0.05% | 323 |
|
|
2024
Q1 | $831K | Buy |
29,752
+7,744
| +35% | +$216K | 0.01% | 636 |
|
|
2023
Q4 | $456K | Buy |
+22,008
| New | +$456K | 0.01% | 777 |
|