AWE
ABTX
Avidian Wealth Enterprises’s Allegiance Bancshares, Inc. ABTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,522
| Closed | -$563K | – | 483 |
|
|
2022
Q3 | $563K | Sell |
13,522
-12,625
| -48% | -$526K | 0.04% | 221 |
|
|
2022
Q2 | $987K | Sell |
26,147
-496
| -2% | -$18.7K | 0.07% | 169 |
|
|
2022
Q1 | $1.19M | Hold |
26,643
| – | – | 0.07% | 161 |
|
|
2021
Q4 | $1.13M | Sell |
26,643
-495
| -2% | -$20.9K | 0.07% | 169 |
|
|
2021
Q3 | $1.04M | Sell |
27,138
-1,835
| -6% | -$70K | 0.08% | 129 |
|
|
2021
Q2 | $1.11M | Buy |
28,973
+1,500
| +5% | +$57.7K | 0.09% | 122 |
|
|
2021
Q1 | $1.11M | Hold |
27,473
| – | – | 0.09% | 115 |
|
|
2020
Q4 | $938K | Hold |
27,473
| – | – | 0.09% | 117 |
|
|
2020
Q3 | $642K | Hold |
27,473
| – | – | 0.07% | 134 |
|
|
2020
Q2 | $698K | Hold |
27,473
| – | – | 0.09% | 109 |
|
|
2020
Q1 | $662K | Sell |
27,473
-6,208
| -18% | -$150K | 0.11% | 92 |
|
|
2019
Q4 | $1.27M | Hold |
33,681
| – | – | 0.18% | 57 |
|
|
2019
Q3 | $1.08M | Hold |
33,681
| – | – | 0.18% | 51 |
|
|
2019
Q2 | $1.12M | Sell |
33,681
-618
| -2% | -$20.6K | 0.27% | 36 |
|
|
2019
Q1 | $1.16M | Buy |
34,299
+7,549
| +28% | +$255K | 0.26% | 38 |
|
|
2018
Q4 | $866K | Hold |
26,750
| – | – | 0.3% | 36 |
|
|
2018
Q3 | $1.12M | Hold |
26,750
| – | – | 0.35% | 31 |
|
|
2018
Q2 | $1.16M | Hold |
26,750
| – | – | 0.37% | 27 |
|
|
2018
Q1 | $1.05M | Hold |
26,750
| – | – | 0.35% | 31 |
|
|
2017
Q4 | $1.01K | Buy |
+26,750
| New | +$1.01K | 0.27% | 29 |
|