Concourse Financial Group Securities’s Independent Bank Group, Inc. IBTX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
0
10954
2024
Q4
Hold
0
11242
2024
Q3
Hold
0
11155
2024
Q2
Hold
0
11003
2024
Q1
Hold
0
11030
2023
Q4
Hold
0
11173
2023
Q3
Sell
-19
Closed -$656 11213
2023
Q2
$656 Hold
19
﹤0.01% 2190
2023
Q1
$880 Hold
19
﹤0.01% 2183
2022
Q4
$1.14K Hold
19
﹤0.01% 2139
2022
Q3
$1K Hold
19
﹤0.01% 1965
2022
Q2
$1K Sell
19
-3
-14% -$158 ﹤0.01% 2170
2022
Q1
$2K Hold
22
﹤0.01% 2073
2021
Q4
$2K Sell
22
-4
-15% -$364 ﹤0.01% 2249
2021
Q3
$2K Hold
26
﹤0.01% 2271
2021
Q2
$2K Hold
26
﹤0.01% 2250
2021
Q1
$2K Buy
26
+5
+24% +$385 ﹤0.01% 2190
2020
Q4
$1K Buy
+21
New +$1K ﹤0.01% 2270
2020
Q3
Hold
0
8317
2020
Q2
Sell
-52
Closed -$1K 8793
2020
Q1
$1K Hold
52
﹤0.01% 2145
2019
Q4
$3K Hold
52
﹤0.01% 1852
2019
Q3
$3K Hold
52
﹤0.01% 1499
2019
Q2
$3K Hold
52
﹤0.01% 1955
2019
Q1
$2K Buy
+52
New +$2K ﹤0.01% 2105
2018
Q4
Hold
0
7872
2018
Q3
Hold
0
7660