Summit Securities Group’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 | $88.5K | Buy |
11,000
+700
| +7% | +$5.63K | 0.02% | 280 |
|
|
2025
Q1 | $93.3K | Buy |
10,300
+6,719
| +188% | +$60.9K | 0.01% | 146 |
|
|
2024
Q4 | $31K | Sell |
3,581
-3,961
| -53% | -$34.3K | 0.01% | 227 |
|
|
2024
Q3 | $102K | Buy |
7,542
+3,342
| +80% | +$45.2K | 0.03% | 96 |
|
|
2024
Q2 | $69K | Sell |
4,200
-2,000
| -32% | -$32.9K | 0.01% | 167 |
|
|
2024
Q1 | $105K | Buy |
6,200
+988
| +19% | +$16.7K | 0.02% | 97 |
|
|
2023
Q4 | $90K | Sell |
5,212
-719
| -12% | -$12.4K | 0.01% | 189 |
|
|
2023
Q3 | $117K | Buy |
5,931
+5,226
| +741% | +$103K | 0.01% | 88 |
|
|
2023
Q2 | $20K | Buy |
+705
| New | +$20K | ﹤0.01% | 506 |
|
|
2023
Q1 | – | Sell |
-79
| Closed | -$4K | – | 856 |
|
|
2022
Q4 | $4K | Buy |
79
+41
| +108% | +$2.08K | ﹤0.01% | 852 |
|
|
2022
Q3 | $2K | Buy |
38
+16
| +73% | +$842 | ﹤0.01% | 648 |
|
|
2022
Q2 | $1K | Sell |
22
-178
| -89% | -$8.09K | ﹤0.01% | 691 |
|
|
2022
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 599 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 453 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$99K | – | 516 |
|
|
2015
Q1 | $99K | Buy |
+1,100
| New | +$99K | 0.07% | 113 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 518 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$50K | – | 589 |
|
|
2014
Q2 | $50K | Sell |
500
-1,000
| -67% | -$100K | 0.02% | 292 |
|
|
2014
Q1 | $154K | Buy |
1,500
+1,400
| +1,400% | +$144K | 0.09% | 105 |
|
|
2013
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 325 |
|