Synergy Financial Group’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 | $453K | Sell |
8,176
-1,864
| -19% | -$103K | 0.33% | 54 |
|
|
2025
Q1 | $416K | Sell |
10,040
-712
| -7% | -$29.5K | 0.37% | 56 |
|
|
2024
Q4 | $475K | Buy |
10,752
+40
| +0.4% | +$1.77K | 0.4% | 49 |
|
|
2024
Q3 | $373K | Hold |
10,712
| – | – | 0.35% | 50 |
|
|
2024
Q2 | $328K | Hold |
10,712
| – | – | 0.34% | 56 |
|
|
2024
Q1 | $299K | Sell |
10,712
-1,292
| -11% | -$36.1K | 0.34% | 61 |
|
|
2023
Q4 | $249K | Sell |
12,004
-500
| -4% | -$10.4K | 0.3% | 72 |
|
|
2023
Q3 | $271K | Hold |
12,504
| – | – | 0.38% | 60 |
|
|
2023
Q2 | $260K | Sell |
12,504
-168
| -1% | -$3.49K | 0.35% | 66 |
|
|
2023
Q1 | $262K | Sell |
12,672
-532
| -4% | -$11K | 0.43% | 60 |
|
|
2022
Q4 | $239K | Sell |
13,204
-496
| -4% | -$8.97K | 0.47% | 61 |
|
|
2022
Q3 | $219K | Buy |
+13,700
| New | +$219K | 0.33% | 81 |
|
|
2022
Q2 | – | Sell |
-14,372
| Closed | -$237K | – | 88 |
|
|
2022
Q1 | $237K | Sell |
14,372
-572
| -4% | -$9.43K | 0.25% | 88 |
|
|
2021
Q4 | $297K | Buy |
+14,944
| New | +$297K | 0.27% | 84 |
|