Steward Partners Investment Advisory’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Buy |
1,641
+774
| +89% | +$6.23K | ﹤0.01% | 3088 |
|
|
2025
Q1 | $7.85K | Sell |
867
-1,277
| -60% | -$11.6K | ﹤0.01% | 3203 |
|
|
2024
Q4 | $18.6K | Sell |
2,144
-355
| -14% | -$3.08K | ﹤0.01% | 2835 |
|
|
2024
Q3 | $33.8K | Buy |
2,499
+194
| +8% | +$2.62K | ﹤0.01% | 2428 |
|
|
2024
Q2 | $38K | Sell |
2,305
-255
| -10% | -$4.2K | ﹤0.01% | 2233 |
|
|
2024
Q1 | $43.5K | Sell |
2,560
-147
| -5% | -$2.5K | ﹤0.01% | 2184 |
|
|
2023
Q4 | $46.5K | Sell |
2,707
-619
| -19% | -$10.6K | ﹤0.01% | 2030 |
|
|
2023
Q3 | $65.8K | Sell |
3,326
-456
| -12% | -$9.02K | ﹤0.01% | 1778 |
|
|
2023
Q2 | $110K | Sell |
3,782
-1,116
| -23% | -$32.4K | ﹤0.01% | 1545 |
|
|
2023
Q1 | $253K | Buy |
4,898
+31
| +0.6% | +$1.6K | ﹤0.01% | 1181 |
|
|
2022
Q4 | $247K | Buy |
4,867
+387
| +9% | +$19.6K | ﹤0.01% | 1160 |
|
|
2022
Q3 | $223K | Buy |
4,480
+201
| +5% | +$10K | ﹤0.01% | 1158 |
|
|
2022
Q2 | $206K | Buy |
4,279
+1,101
| +35% | +$53K | ﹤0.01% | 1197 |
|
|
2022
Q1 | $165K | Buy |
3,178
+23
| +0.7% | +$1.19K | ﹤0.01% | 1374 |
|
|
2021
Q4 | $156K | Buy |
3,155
+2
| +0.1% | +$99 | ﹤0.01% | 1410 |
|
|
2021
Q3 | $157K | Sell |
3,153
-295
| -9% | -$14.7K | ﹤0.01% | 1369 |
|
|
2021
Q2 | $190K | Sell |
3,448
-334
| -9% | -$18.4K | ﹤0.01% | 1582 |
|
|
2021
Q1 | $203K | Buy |
3,782
+325
| +9% | +$17.5K | ﹤0.01% | 1294 |
|
|
2020
Q4 | $175K | Buy |
3,457
+216
| +7% | +$10.9K | ﹤0.01% | 1129 |
|
|
2020
Q3 | $160K | Buy |
3,241
+85
| +3% | +$4.2K | ﹤0.01% | 1035 |
|
|
2020
Q2 | $153K | Buy |
3,156
+473
| +18% | +$22.9K | ﹤0.01% | 968 |
|
|
2020
Q1 | $129K | Sell |
2,683
-2,087
| -44% | -$100K | ﹤0.01% | 917 |
|
|
2019
Q4 | $293K | Sell |
4,770
-26
| -0.5% | -$1.6K | 0.01% | 769 |
|
|
2019
Q3 | $307K | Buy |
4,796
+678
| +16% | +$43.4K | 0.01% | 722 |
|
|
2019
Q2 | $298K | Buy |
+4,118
| New | +$298K | 0.01% | 694 |
|
|
2018
Q4 | – | Sell |
-2,611
| Closed | -$185K | – | 1409 |
|
|
2018
Q3 | $185K | Buy |
2,611
+10
| +0.4% | +$709 | 0.01% | 742 |
|
|
2018
Q2 | $185K | Sell |
2,601
-672
| -21% | -$47.8K | 0.01% | 669 |
|
|
2018
Q1 | $186K | Buy |
+3,273
| New | +$186K | 0.01% | 629 |
|