United Services Automobile Association’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,551
| Closed | -$281K | – | 499 |
|
|
2025
Q1 | $281K | Buy |
+1,551
| New | +$281K | 0.01% | 856 |
|
|
2019
Q3 | – | Sell |
-12,589
| Closed | -$2.17M | – | 1042 |
|
|
2019
Q2 | $2.17M | Sell |
12,589
-364
| -3% | -$62.7K | 0.01% | 1080 |
|
|
2019
Q1 | $1.97M | Sell |
12,953
-66
| -0.5% | -$10K | 0.01% | 1089 |
|
|
2018
Q4 | $1.64M | Sell |
13,019
-133
| -1% | -$16.8K | ﹤0.01% | 1097 |
|
|
2018
Q3 | $1.98M | Sell |
13,152
-400
| -3% | -$60.2K | 0.01% | 1132 |
|
|
2018
Q2 | $1.85M | Sell |
13,552
-23,349
| -63% | -$3.19M | ﹤0.01% | 1160 |
|
|
2018
Q1 | $5.26M | Buy |
36,901
+35,286
| +2,185% | +$5.03M | 0.01% | 800 |
|
|
2017
Q4 | $213K | Buy |
+1,615
| New | +$213K | ﹤0.01% | 1439 |
|
|
2017
Q3 | – | Sell |
-2,275
| Closed | -$257K | – | 1421 |
|
|
2017
Q2 | $257K | Buy |
+2,275
| New | +$257K | ﹤0.01% | 1378 |
|
|
2017
Q1 | – | Sell |
-2,247
| Closed | -$202K | – | 1332 |
|
|
2016
Q4 | $202K | Sell |
2,247
-60
| -3% | -$5.39K | ﹤0.01% | 1274 |
|
|
2016
Q3 | $216K | Buy |
+2,307
| New | +$216K | ﹤0.01% | 1280 |
|
|
2016
Q2 | – | Sell |
-2,484
| Closed | -$206K | – | 1279 |
|
|
2016
Q1 | $206K | Buy |
+2,484
| New | +$206K | ﹤0.01% | 1257 |
|
|
2015
Q4 | – | Sell |
-3,143
| Closed | -$224K | – | 1361 |
|
|
2015
Q3 | $224K | Buy |
+3,143
| New | +$224K | ﹤0.01% | 1242 |
|
|
2014
Q3 | – | Sell |
-7,800
| Closed | -$630K | – | 1232 |
|
|
2014
Q2 | $630K | Sell |
7,800
-400
| -5% | -$32.3K | ﹤0.01% | 1131 |
|
|
2014
Q1 | $598K | Buy |
8,200
+1,200
| +17% | +$87.5K | ﹤0.01% | 1124 |
|
|
2013
Q4 | $517K | Buy |
+7,000
| New | +$517K | ﹤0.01% | 1139 |
|