DA
IBTX
Doliver Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,644
| Closed | -$524K | – | 171 |
|
|
2024
Q4 | $524K | Sell |
8,644
-443
| -5% | -$26.9K | 0.15% | 97 |
|
|
2024
Q3 | $524K | Sell |
9,087
-4,355
| -32% | -$251K | 0.14% | 91 |
|
|
2024
Q2 | $612K | Sell |
13,442
-1,200
| -8% | -$54.6K | 0.17% | 83 |
|
|
2024
Q1 | $668K | Hold |
14,642
| – | – | 0.19% | 78 |
|
|
2023
Q4 | $745K | Hold |
14,642
| – | – | 0.23% | 69 |
|
|
2023
Q3 | $579K | Sell |
14,642
-2,335
| -14% | -$92.3K | 0.17% | 76 |
|
|
2023
Q2 | $586K | Buy |
16,977
+2,310
| +16% | +$79.8K | 0.18% | 83 |
|
|
2023
Q1 | $680K | Hold |
14,667
| – | – | 0.21% | 74 |
|
|
2022
Q4 | $881K | Hold |
14,667
| – | – | 0.29% | 58 |
|
|
2022
Q3 | $900K | Hold |
14,667
| – | – | 0.33% | 53 |
|
|
2022
Q2 | $996K | Hold |
14,667
| – | – | 0.35% | 49 |
|
|
2022
Q1 | $1.04M | Hold |
14,667
| – | – | 0.33% | 56 |
|
|
2021
Q4 | $1.13M | Sell |
14,667
-2,300
| -14% | -$178K | 0.35% | 45 |
|
|
2021
Q3 | $1.21M | Sell |
16,967
-446
| -3% | -$31.7K | 0.4% | 44 |
|
|
2021
Q2 | $1.29M | Sell |
17,413
-1,486
| -8% | -$110K | 0.43% | 40 |
|
|
2021
Q1 | $1.37M | Sell |
18,899
-4,409
| -19% | -$318K | 0.51% | 35 |
|
|
2020
Q4 | $1.46M | Sell |
23,308
-9,196
| -28% | -$575K | 0.64% | 32 |
|
|
2020
Q3 | $1.44M | Sell |
32,504
-100
| -0.3% | -$4.42K | 0.73% | 25 |
|
|
2020
Q2 | $1.32M | Sell |
32,604
-4,551
| -12% | -$184K | 0.59% | 32 |
|
|
2020
Q1 | $1.02M | Buy |
37,155
+6,183
| +20% | +$170K | 0.51% | 35 |
|
|
2019
Q4 | $1.72M | Sell |
30,972
-7,704
| -20% | -$427K | 0.68% | 26 |
|
|
2019
Q3 | $2M | Sell |
38,676
-2,564
| -6% | -$133K | 0.8% | 15 |
|
|
2019
Q2 | $2.27M | Buy |
41,240
+4,427
| +12% | +$243K | 0.89% | 10 |
|
|
2019
Q1 | $1.89M | Buy |
36,813
+11,101
| +43% | +$569K | 0.76% | 12 |
|
|
2018
Q4 | $1.18M | Buy |
25,712
+1,621
| +7% | +$74.2K | 0.58% | 15 |
|
|
2018
Q3 | $1.6M | Buy |
24,091
+518
| +2% | +$34.3K | 0.66% | 12 |
|
|
2018
Q2 | $1.57M | Buy |
23,573
+2,292
| +11% | +$153K | 0.66% | 10 |
|
|
2018
Q1 | $1.51M | Buy |
21,281
+5,922
| +39% | +$419K | 0.66% | 10 |
|
|
2017
Q4 | $1.04M | Sell |
15,359
-3,652
| -19% | -$247K | 0.42% | 30 |
|
|
2017
Q3 | $1.15M | Buy |
+19,011
| New | +$1.15M | 0.51% | 36 |
|