Creative Planning’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 |
-751
| Closed | -$45.6K | – | 3764 |
|
|
2024
Q4 | $45.6K | Buy |
+751
| New | +$45.6K | ﹤0.01% | 3249 |
|
|
2020
Q4 | – | Sell |
-16,442
| Closed | -$726K | – | 2241 |
|
|
2020
Q3 | $726K | Hold |
16,442
| – | – | ﹤0.01% | 941 |
|
|
2020
Q2 | $666K | Hold |
16,442
| – | – | ﹤0.01% | 900 |
|
|
2020
Q1 | $389K | Hold |
16,442
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q4 | $912K | Buy |
+16,442
| New | +$912K | ﹤0.01% | 819 |
|
|
2016
Q4 | – | Sell |
-184
| Closed | -$8K | – | 4830 |
|
|
2016
Q3 | $8K | Buy |
+184
| New | +$8K | ﹤0.01% | 3620 |
|
|
2014
Q2 | – | Sell |
-61
| Closed | -$4K | – | 4022 |
|
|
2014
Q1 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 3153 |
|