Synergy Financial Group’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $373K | Hold |
|
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $297K | Buy |
|