Sunbelt 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 | $5K | Sell |
28
-84
| -75% | -$15K | ﹤0.01% | 1442 |
|
|
2025
Q1 | $4.69K | Hold |
112
| – | – | ﹤0.01% | 1430 |
|
|
2024
Q4 | $5.06K | Sell |
112
-88
| -44% | -$3.98K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $7K | Buy |
200
+88
| +79% | +$3.08K | ﹤0.01% | 1367 |
|
|
2024
Q2 | $3.46K | Hold |
112
| – | – | ﹤0.01% | 1460 |
|
|
2024
Q1 | $3.14K | Hold |
112
| – | – | ﹤0.01% | 1447 |
|
|
2023
Q4 | $2.33K | Hold |
112
| – | – | ﹤0.01% | 1443 |
|
|
2023
Q3 | $2.43K | Hold |
112
| – | – | ﹤0.01% | 1445 |
|
|
2023
Q2 | $2.33K | Hold |
112
| – | – | ﹤0.01% | 1425 |
|
|
2023
Q1 | $2.27K | Buy |
+112
| New | +$2.27K | ﹤0.01% | 1416 |
|