Creative Planning’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 | $728K | Sell |
10,939
-1,725
| -14% | -$115K | ﹤0.01% | 2116 |
|
2025
Q1 | $799K | Buy |
12,664
+6,309
| +99% | +$398K | ﹤0.01% | 1895 |
|
2024
Q4 | $401K | Buy |
6,355
+1,155
| +22% | +$72.9K | ﹤0.01% | 2422 |
|
2024
Q3 | $311K | Buy |
5,200
+1,684
| +48% | +$101K | ﹤0.01% | 2489 |
|
2024
Q2 | $201K | Buy |
+3,516
| New | +$201K | ﹤0.01% | 2654 |
|
2017
Q3 | – | Sell |
-105
| Closed | -$4K | – | 2665 |
|
2017
Q2 | $4K | Buy |
105
+1
| +1% | +$38 | ﹤0.01% | 4030 |
|
2017
Q1 | $4K | Sell |
104
-105
| -50% | -$4.04K | ﹤0.01% | 3984 |
|
2016
Q4 | $9K | Buy |
209
+106
| +103% | +$4.57K | ﹤0.01% | 3548 |
|
2016
Q3 | $3K | Hold |
103
| – | – | ﹤0.01% | 3988 |
|
2016
Q2 | $3K | Buy |
103
+1
| +1% | +$29 | ﹤0.01% | 3795 |
|
2016
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 3740 |
|
2015
Q4 | $3K | Buy |
102
+1
| +1% | +$29 | ﹤0.01% | 3822 |
|
2015
Q3 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 3758 |
|
2015
Q2 | – | Sell |
-100
| Closed | -$3K | – | 1869 |
|
2015
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3662 |
|
2014
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 3622 |
|
2014
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 3564 |
|
2014
Q2 | $3K | Sell |
100
-100
| -50% | -$3K | ﹤0.01% | 3303 |
|
2014
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3013 |
|