Allworth Financial’s International Bancshares IBOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.2K	Buy	464 +77	+20%	+$5.34K	﹤0.01%	2675
2025 Q4	$25.7K	Sell	387 -40	-9%	-$2.71K	﹤0.01%	2640
2025 Q3	$29.4K	Buy	427 +69	+19%	+$4.82K	﹤0.01%	2473
2025 Q2	$23.8K	Sell	358 -18	-5%	-$1.12K	﹤0.01%	2411
2025 Q1	$23.1K	Buy	376 +51	+16%	+$3.3K	﹤0.01%	1990
2024 Q4	$21.4K	Buy	325 +4	+1%	+$265	﹤0.01%	2045
2024 Q3	$19.2K	Buy	321 +5	+2%	+$307	﹤0.01%	1938
2024 Q2	$20.8K	Hold	316	–	–	﹤0.01%	1854
2024 Q1	$17.7K	Hold	316	–	–	﹤0.01%	1840
2023 Q4	$17.2K	Sell	316 -4	-1%	-$186	﹤0.01%	1727
2023 Q3	$13.9K	Buy	320 +7	+2%	+$320	﹤0.01%	1730
2023 Q2	$13.8K	Sell	313 -3	-0.9%	-$130	﹤0.01%	1749
2023 Q1	$13.5K	Hold	316	–	–	﹤0.01%	1675
2022 Q4	$14.5K	Hold	316	–	–	﹤0.01%	1533
2022 Q3	$13K	Sell	316 -9	-3%	-$384	﹤0.01%	1483
2022 Q2	$13K	Buy	325 +283	+674%	+$11.5K	﹤0.01%	1448
2022 Q1	$2K	Buy	+42	New	+$1.8K	﹤0.01%	1793