Evergreen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,135
| Closed | -$312K | – | 1193 |
|
|
2024
Q4 | $312K | Buy |
5,135
+14
| +0.3% | +$849 | 0.01% | 716 |
|
|
2024
Q3 | $295K | Buy |
5,121
+92
| +2% | +$5.31K | 0.01% | 721 |
|
|
2024
Q2 | $229K | Sell |
5,029
-40
| -0.8% | -$1.82K | 0.01% | 787 |
|
|
2024
Q1 | $231K | Sell |
5,069
-147
| -3% | -$6.71K | 0.01% | 731 |
|
|
2023
Q4 | $265K | Buy |
5,216
+65
| +1% | +$3.31K | 0.01% | 648 |
|
|
2023
Q3 | $204K | Buy |
+5,151
| New | +$204K | 0.01% | 705 |
|
|
2022
Q3 | – | Sell |
-3,096
| Closed | -$210K | – | 641 |
|
|
2022
Q2 | $210K | Sell |
3,096
-1,437
| -32% | -$97.5K | 0.01% | 513 |
|
|
2022
Q1 | $323K | Buy |
4,533
+443
| +11% | +$31.6K | 0.01% | 464 |
|
|
2021
Q4 | $295K | Sell |
4,090
-143
| -3% | -$10.3K | 0.01% | 485 |
|
|
2021
Q3 | $301K | Buy |
4,233
+83
| +2% | +$5.9K | 0.01% | 436 |
|
|
2021
Q2 | $307K | Buy |
4,150
+609
| +17% | +$45.1K | 0.01% | 411 |
|
|
2021
Q1 | $256K | Buy |
+3,541
| New | +$256K | 0.01% | 431 |
|