CA
IBTX
Callahan Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,095
| Closed | -$309K | – | 175 |
|
|
2024
Q4 | $309K | Buy |
5,095
+1
| +0% | +$61 | 0.03% | 141 |
|
|
2024
Q3 | $294K | Buy |
5,094
+1
| +0% | +$58 | 0.03% | 126 |
|
|
2024
Q2 | $232K | Hold |
5,093
| – | – | 0.02% | 133 |
|
|
2024
Q1 | $232K | Buy |
5,093
+1
| +0% | +$46 | 0.02% | 135 |
|
|
2023
Q4 | $259K | Buy |
5,092
+1
| +0% | +$51 | 0.03% | 128 |
|
|
2023
Q3 | $201K | Buy |
+5,091
| New | +$201K | 0.03% | 138 |
|
|
2023
Q2 | – | Sell |
-5,089
| Closed | -$236K | – | 142 |
|
|
2023
Q1 | $236K | Hold |
5,089
| – | – | 0.03% | 131 |
|
|
2022
Q4 | $306K | Buy |
5,089
+1
| +0% | +$60 | 0.04% | 126 |
|
|
2022
Q3 | $312K | Sell |
5,088
-247
| -5% | -$15.1K | 0.04% | 125 |
|
|
2022
Q2 | $362K | Sell |
5,335
-249
| -4% | -$16.9K | 0.05% | 122 |
|
|
2022
Q1 | $397K | Hold |
5,584
| – | – | 0.05% | 123 |
|
|
2021
Q4 | $403K | Sell |
5,584
-1,634
| -23% | -$118K | 0.05% | 121 |
|
|
2021
Q3 | $513K | Hold |
7,218
| – | – | 0.06% | 116 |
|
|
2021
Q2 | $534K | Buy |
7,218
+4,386
| +155% | +$324K | 0.07% | 116 |
|
|
2021
Q1 | $205K | Buy |
+2,832
| New | +$205K | 0.03% | 140 |
|
|
2014
Q4 | – | Sell |
-4,773
| Closed | -$226K | – | 123 |
|
|
2014
Q3 | $226K | Buy |
4,773
+6
| +0.1% | +$284 | 0.07% | 114 |
|
|
2014
Q2 | $265K | Buy |
+4,767
| New | +$265K | 0.08% | 111 |
|