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 |
|