EPCA
IBTX
Elizabeth Park Capital Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-49,575
| Closed | -$2.26M | – | 52 |
|
|
2024
Q1 | $2.26M | Sell |
49,575
-3,500
| -7% | -$160K | 1.88% | 31 |
|
|
2023
Q4 | $2.7M | Hold |
53,075
| – | – | 1.87% | 31 |
|
|
2023
Q3 | $2.1M | Buy |
+53,075
| New | +$2.1M | 1.73% | 36 |
|
|
2020
Q1 | – | Sell |
-11,172
| Closed | -$619K | – | 44 |
|
|
2019
Q4 | $619K | Sell |
11,172
-232,366
| -95% | -$12.9M | 0.24% | 36 |
|
|
2019
Q3 | $12.8M | Sell |
243,538
-25,500
| -9% | -$1.34M | 5.05% | 5 |
|
|
2019
Q2 | $14.8M | Hold |
269,038
| – | – | 6.05% | 5 |
|
|
2019
Q1 | $13.8M | Sell |
269,038
-1,600
| -0.6% | -$82.1K | 5.51% | 5 |
|
|
2018
Q4 | $12.4M | Buy |
270,638
+171,310
| +172% | +$7.84M | 5.06% | 4 |
|
|
2018
Q3 | $6.59M | Buy |
+99,328
| New | +$6.59M | 1.83% | 26 |
|