Adell Harriman & Carpenter’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $472K | Hold |
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|
2024
Q3 | $448K | Hold |
|
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|
2024
Q2 | $354K | Hold |
|
|||||
|
2024
Q1 | $355K | Hold |
|
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|
2023
Q4 | $395K | Hold |
|
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|
2023
Q3 | $307K | Hold |
|
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|
2023
Q2 | $280K | Hold |
|
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|
2023
Q1 | $360K | Hold |
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|
2022
Q4 | $467K | Hold |
|
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|
2022
Q3 | $477K | Hold |
|
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|
2022
Q2 | $528K | Hold |
|
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|
2022
Q1 | $553K | Hold |
|
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|
2021
Q4 | $561K | Hold |
|
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|
2021
Q3 | $552K | Hold |
|
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|
2021
Q2 | $575K | Sell |
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|
2021
Q1 | $576K | Hold |
|
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|
2020
Q4 | $498K | Sell |
|
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|
2020
Q3 | $357K | Hold |
|
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|
2020
Q2 | $327K | Sell |
|
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|
2020
Q1 | $208K | Sell |
|
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|
2019
Q4 | $564K | Sell |
|
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|
2019
Q3 | $551K | Hold |
|
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|
2019
Q2 | $576K | Sell |
|
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|
2019
Q1 | $552K | Hold |
|
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|
2018
Q4 | $493K | Sell |
|
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|
2018
Q3 | $761K | Hold |
|
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|
2018
Q2 | $766K | Hold |
|
|||||
|
2018
Q1 | $811K | Hold |
|
|||||
|
2017
Q4 | $776K | Hold |
|
|||||
|
2017
Q3 | $692K | Hold |
|
|||||
|
2017
Q2 | $683K | Sell |
|
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|
2017
Q1 | $751K | Sell |
|
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|
2016
Q4 | $741K | Sell |
|
|||||
|
2016
Q3 | $533K | Hold |
|
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|
2016
Q2 | $518K | Sell |
|
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|
2016
Q1 | $341K | Hold |
|
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|
2015
Q4 | $399K | Buy |
|
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $534K | Hold |
|
|||||
|
2015
Q1 | $485K | Hold |
|
|||||
|
2014
Q4 | $486K | Buy |
|
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|
2014
Q3 | $405K | Hold |
|
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|
2014
Q2 | $405K | Buy |
|