Corient Private Wealth’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,338
| Closed | -$627K | – | 2480 |
|
|
2024
Q4 | $627K | Sell |
10,338
-422
| -4% | -$25.6K | ﹤0.01% | 1505 |
|
|
2024
Q3 | $620K | Buy |
10,760
+393
| +4% | +$22.7K | ﹤0.01% | 1597 |
|
|
2024
Q2 | $472K | Buy |
10,367
+28
| +0.3% | +$1.28K | ﹤0.01% | 1668 |
|
|
2024
Q1 | $472K | Sell |
10,339
-1,469
| -12% | -$67.1K | ﹤0.01% | 1653 |
|
|
2023
Q4 | $601K | Buy |
11,808
+121
| +1% | +$6.16K | ﹤0.01% | 1517 |
|
|
2023
Q3 | $462K | Buy |
11,687
+1,286
| +12% | +$50.9K | ﹤0.01% | 1537 |
|
|
2023
Q2 | $359K | Buy |
+10,401
| New | +$359K | ﹤0.01% | 1612 |
|