Corient Private Wealth’s International Bancshares IBOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
6,264
+2
+0% +$133 ﹤0.01% 1887
2025
Q1
$395K Buy
6,262
+14
+0.2% +$883 ﹤0.01% 1712
2024
Q4
$395K Sell
6,248
-11
-0.2% -$695 ﹤0.01% 1744
2024
Q3
$374K Buy
6,259
+22
+0.4% +$1.32K ﹤0.01% 1875
2024
Q2
$357K Buy
6,237
+11
+0.2% +$629 ﹤0.01% 1809
2024
Q1
$350K Hold
6,226
﹤0.01% 1807
2023
Q4
$338K Hold
6,226
﹤0.01% 1804
2023
Q3
$270K Buy
+6,226
New +$270K ﹤0.01% 1788