Advisornet Financial’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,545
| Closed | -$70.3K | – | 2280 |
|
|
2024
Q2 | $70.3K | Sell |
1,545
-985
| -39% | -$44.8K | 0.01% | 725 |
|
|
2024
Q1 | $115K | Sell |
2,530
-270
| -10% | -$12.3K | 0.01% | 599 |
|
|
2023
Q4 | $142K | Hold |
2,800
| – | – | 0.01% | 539 |
|
|
2023
Q3 | $111K | Hold |
2,800
| – | – | 0.01% | 591 |
|
|
2023
Q2 | $96.7K | Hold |
2,800
| – | – | 0.01% | 660 |
|
|
2023
Q1 | $130K | Sell |
2,800
-4,602
| -62% | -$213K | 0.01% | 561 |
|
|
2022
Q4 | $445K | Sell |
7,402
-4,953
| -40% | -$298K | 0.04% | 316 |
|
|
2022
Q3 | $758K | Buy |
12,355
+981
| +9% | +$60.2K | 0.08% | 250 |
|
|
2022
Q2 | $772K | Buy |
11,374
+1,543
| +16% | +$105K | 0.08% | 247 |
|
|
2022
Q1 | $700K | Buy |
9,831
+27
| +0.3% | +$1.92K | 0.04% | 309 |
|
|
2021
Q4 | $707K | Buy |
+9,804
| New | +$707K | 0.04% | 329 |
|