United Services Automobile Association’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,551
| Closed | -$281K | – | 499 |
|
|
2025
Q1 | $281K | Buy |
+1,551
| New | +$309K | 0.01% | 856 |
|
|
2019
Q3 | – | Sell |
-12,589
| Closed | -$2.17M | – | 1042 |
|
|
2019
Q2 | $2.17M | Sell |
12,589
-364
| -3% | -$57.2K | 0.01% | 1080 |
|
|
2019
Q1 | $1.97M | Sell |
12,953
-66
| -0.5% | -$9.33K | 0.01% | 1089 |
|
|
2018
Q4 | $1.64M | Sell |
13,019
-133
| -1% | -$17.8K | ﹤0.01% | 1097 |
|
|
2018
Q3 | $1.98M | Sell |
13,152
-400
| -3% | -$59.6K | 0.01% | 1132 |
|
|
2018
Q2 | $1.85M | Sell |
13,552
-23,349
| -63% | -$3.26M | ﹤0.01% | 1161 |
|
|
2018
Q1 | $5.26M | Buy |
36,901
+35,286
| +2,185% | +$4.93M | 0.01% | 801 |
|
|
2017
Q4 | $213K | Buy |
+1,615
| New | +$208K | ﹤0.01% | 1446 |
|
|
2017
Q3 | – | Sell |
-2,275
| Closed | -$257K | – | 1429 |
|
|
2017
Q2 | $257K | Buy |
+2,275
| New | +$239K | ﹤0.01% | 1387 |
|
|
2017
Q1 | – | Sell |
-2,247
| Closed | -$202K | – | 1342 |
|
|
2016
Q4 | $202K | Sell |
2,247
-60
| -3% | -$5.43K | ﹤0.01% | 1286 |
|
|
2016
Q3 | $216K | Buy |
+2,307
| New | +$208K | ﹤0.01% | 1292 |
|
|
2016
Q2 | – | Sell |
-2,484
| Closed | -$206K | – | 1289 |
|
|
2016
Q1 | $206K | Buy |
+2,484
| New | +$186K | ﹤0.01% | 1268 |
|
|
2015
Q4 | – | Sell |
-3,143
| Closed | -$224K | – | 1366 |
|
|
2015
Q3 | $224K | Buy |
+3,143
| New | +$232K | ﹤0.01% | 1246 |
|
|
2014
Q3 | – | Sell |
-7,800
| Closed | -$630K | – | 1233 |
|
|
2014
Q2 | $630K | Sell |
7,800
-400
| -5% | -$30.3K | ﹤0.01% | 1133 |
|
|
2014
Q1 | $598K | Buy |
8,200
+1,200
| +17% | +$87.4K | ﹤0.01% | 1126 |
|
|
2013
Q4 | $517K | Buy |
+7,000
| New | +$486K | ﹤0.01% | 1141 |
|