Everence Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,740
| Closed | -$273K | – | 1061 |
|
|
2024
Q3 | $273K | Buy |
+4,740
| New | +$273K | 0.02% | 631 |
|
|
2024
Q2 | – | Sell |
-4,740
| Closed | -$216 | – | 762 |
|
|
2024
Q1 | $216 | Hold |
4,740
| – | – | 0.01% | 693 |
|
|
2023
Q4 | $241K | Buy |
+4,740
| New | +$241K | 0.02% | 641 |
|
|
2023
Q2 | – | Sell |
-4,740
| Closed | -$220 | – | 751 |
|
|
2023
Q1 | $220 | Hold |
4,740
| – | – | 0.02% | 645 |
|
|
2022
Q4 | $285 | Sell |
4,740
-1,800
| -28% | -$108 | 0.02% | 570 |
|
|
2022
Q3 | $401K | Hold |
6,540
| – | – | 0.04% | 416 |
|
|
2022
Q2 | $444K | Buy |
6,540
+1,560
| +31% | +$106K | 0.04% | 382 |
|
|
2022
Q1 | $354K | Hold |
4,980
| – | – | 0.03% | 510 |
|
|
2021
Q4 | $359K | Hold |
4,980
| – | – | 0.03% | 534 |
|
|
2021
Q3 | $354K | Hold |
4,980
| – | – | 0.03% | 517 |
|
|
2021
Q2 | $368K | Hold |
4,980
| – | – | 0.03% | 506 |
|
|
2021
Q1 | $360K | Hold |
4,980
| – | – | 0.03% | 482 |
|
|
2020
Q4 | $311K | Hold |
4,980
| – | – | 0.03% | 503 |
|
|
2020
Q3 | $220K | Buy |
+4,980
| New | +$220K | 0.02% | 561 |
|