DiNuzzo 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 |
-7
| Closed | -$425 | – | 1437 |
|
2024
Q4 | $425 | Hold |
7
| – | – | ﹤0.01% | 1128 |
|
2024
Q3 | $404 | Hold |
7
| – | – | ﹤0.01% | 1172 |
|
2024
Q2 | $319 | Buy |
7
+1
| +17% | +$46 | ﹤0.01% | 1170 |
|
2024
Q1 | $274 | Sell |
6
-1
| -14% | -$46 | ﹤0.01% | 1149 |
|
2023
Q4 | $357 | Buy |
+7
| New | +$357 | ﹤0.01% | 1087 |
|