United Services Automobile Association’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 | – | Sell |
-28,336
| Closed | -$1.17M | – | 489 |
|
|
2025
Q1 | $1.17M | Buy |
+28,336
| New | +$1.17M | 0.04% | 245 |
|
|
2023
Q1 | – | Sell |
-40,372
| Closed | -$730K | – | 425 |
|
|
2022
Q4 | $730K | Sell |
40,372
-1,184
| -3% | -$21.4K | 0.02% | 353 |
|
|
2022
Q3 | $664K | Buy |
+41,556
| New | +$664K | 0.02% | 354 |
|
|
2019
Q3 | – | Sell |
-46,084
| Closed | -$624K | – | 1033 |
|
|
2019
Q2 | $624K | Hold |
46,084
| – | – | ﹤0.01% | 1520 |
|
|
2019
Q1 | $598K | Hold |
46,084
| – | – | ﹤0.01% | 1549 |
|
|
2018
Q4 | $630K | Sell |
46,084
-5,448
| -11% | -$74.5K | ﹤0.01% | 1448 |
|
|
2018
Q3 | $713K | Sell |
51,532
-2,516
| -5% | -$34.8K | ﹤0.01% | 1517 |
|
|
2018
Q2 | $870K | Buy |
54,048
+3,960
| +8% | +$63.7K | ﹤0.01% | 1433 |
|
|
2018
Q1 | $842K | Buy |
+50,088
| New | +$842K | ﹤0.01% | 1465 |
|
|
2014
Q3 | – | Sell |
-36,000
| Closed | -$210K | – | 1231 |
|
|
2014
Q2 | $210K | Buy |
+36,000
| New | +$210K | ﹤0.01% | 1209 |
|