Summit Securities Group’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.4K | Sell |
2,700
-655
| -20% | -$5.13K | 0.01% | 518 |
|
|
2025
Q4 | $25.3K | Sell |
3,355
-7,945
| -70% | -$64.1K | ﹤0.01% | 759 |
|
|
2025
Q3 | $95.1K | Buy |
11,300
+300
| +3% | +$2.63K | 0.03% | 404 |
|
|
2025
Q2 | $88.5K | Buy |
11,000
+700
| +7% | +$5.99K | 0.03% | 387 |
|
|
2025
Q1 | $93.3K | Buy |
10,300
+6,719
| +188% | +$64.7K | 0.06% | 245 |
|
|
2024
Q4 | $31K | Sell |
3,581
-3,961
| -53% | -$47.9K | 0.01% | 342 |
|
|
2024
Q3 | $102K | Buy |
7,542
+3,342
| +80% | +$50.5K | 0.06% | 185 |
|
|
2024
Q2 | $69K | Sell |
4,200
-2,000
| -32% | -$33.9K | 0.03% | 261 |
|
|
2024
Q1 | $105K | Buy |
6,200
+988
| +19% | +$18.2K | 0.05% | 195 |
|
|
2023
Q4 | $90K | Sell |
5,212
-719
| -12% | -$12.6K | 0.04% | 348 |
|
|
2023
Q3 | $117K | Buy |
5,931
+5,226
| +741% | +$132K | 0.08% | 206 |
|
|
2023
Q2 | $20K | Buy |
+705
| New | +$25.7K | 0.01% | 631 |
|
|
2023
Q1 | – | Sell |
-79
| Closed | -$4K | – | 1060 |
|
|
2022
Q4 | $4K | Buy |
79
+41
| +108% | +$2.14K | ﹤0.01% | 1088 |
|
|
2022
Q3 | $2K | Buy |
38
+16
| +73% | +$826 | ﹤0.01% | 865 |
|
|
2022
Q2 | $1K | Sell |
22
-178
| -89% | -$9.24K | ﹤0.01% | 906 |
|
|
2022
Q1 | $10K | Buy |
+200
| New | +$10.7K | ﹤0.01% | 837 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 939 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$99K | – | 536 |
|
|
2015
Q1 | $99K | Buy |
+1,100
| New | +$104K | 0.09% | 125 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 665 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$53.1K | – | 753 |
|
|
2014
Q2 | $50K | Sell |
500
-1,000
| -67% | -$100K | 0.02% | 302 |
|
|
2014
Q1 | $154K | Buy |
1,500
+1,400
| +1,400% | +$154K | 0.09% | 110 |
|
|
2013
Q4 | $11K | Buy |
+100
| New | +$10.9K | ﹤0.01% | 343 |
|
Other funds holding IEP
IC
SAM
JF
HF