Corient Private Wealth

Corient Private Wealth’s Independent Bank Group, Inc. IBTX Stock Holding History

Corient Private Wealth’s Portfolio IBTX Stock Details IBTX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$627K	Sell
2024 Q3	$620K	Buy
2024 Q2	$472K	Buy
2024 Q1	$472K	Sell
2023 Q4	$601K	Buy
2023 Q3	$462K	Buy
2023 Q2	$359K	Buy