Creative Planning’s Veritex Holdings VBTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-11,648
Closed -$412K 2139
2021
Q2
$412K Sell
11,648
-30,525
-72% -$1.08M ﹤0.01% 1378
2021
Q1
$1.38M Hold
42,173
﹤0.01% 869
2020
Q4
$1.08M Sell
42,173
-4,963
-11% -$127K ﹤0.01% 898
2020
Q3
$803K Hold
47,136
﹤0.01% 887
2020
Q2
$834K Hold
47,136
﹤0.01% 800
2020
Q1
$658K Buy
47,136
+11,602
+33% +$162K ﹤0.01% 808
2019
Q4
$1.04M Buy
35,534
+10,009
+39% +$292K ﹤0.01% 772
2019
Q3
$619K Hold
25,525
﹤0.01% 953
2019
Q2
$662K Hold
25,525
﹤0.01% 929
2019
Q1
$618K Hold
25,525
﹤0.01% 930
2018
Q4
$546K Hold
25,525
﹤0.01% 915
2018
Q3
$721K Hold
25,525
﹤0.01% 893
2018
Q2
$793K Hold
25,525
﹤0.01% 868
2018
Q1
$706K Hold
25,525
﹤0.01% 901
2017
Q4
$704K Hold
25,525
﹤0.01% 883
2017
Q3
$688K Buy
+25,525
New +$688K ﹤0.01% 881