Atria Wealth Solutions’s Independent Bank Group, Inc. IBTX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-26,137
Closed -$1.21M 2010
2023
Q1
$1.21M Sell
26,137
-517
-2% -$24K 0.02% 725
2022
Q4
$1.6M Buy
26,654
+70
+0.3% +$4.21K 0.03% 590
2022
Q3
$1.63M Buy
26,584
+57
+0.2% +$3.5K 0.03% 548
2022
Q2
$1.8M Buy
26,527
+88
+0.3% +$5.98K 0.03% 464
2022
Q1
$1.88M Buy
+26,439
New +$1.88M 0.03% 500