EverSource Wealth 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 |
-158
| Closed | -$9.59K | – | 4228 |
|
|
2024
Q4 | $9.59K | Sell |
158
-128
| -45% | -$7.77K | ﹤0.01% | 2019 |
|
|
2024
Q3 | $16.5K | Hold |
286
| – | – | ﹤0.01% | 1593 |
|
|
2024
Q2 | $16.9K | Buy |
286
+25
| +10% | +$1.48K | ﹤0.01% | 1586 |
|
|
2024
Q1 | $9.72K | Buy |
261
+8
| +3% | +$298 | ﹤0.01% | 1701 |
|
|
2023
Q4 | $12.9K | Buy |
253
+61
| +32% | +$3.1K | ﹤0.01% | 1444 |
|
|
2023
Q3 | $7.59K | Buy |
192
+33
| +21% | +$1.31K | ﹤0.01% | 1526 |
|
|
2023
Q2 | $5.49K | Sell |
159
-33
| -17% | -$1.14K | ﹤0.01% | 1692 |
|
|
2023
Q1 | $8.9K | Buy |
+192
| New | +$8.9K | ﹤0.01% | 1415 |
|
|
2022
Q4 | – | Sell |
-1,864
| Closed | -$115K | – | 2484 |
|
|
2022
Q3 | $115K | Buy |
1,864
+1,572
| +538% | +$97K | 0.03% | 396 |
|
|
2022
Q2 | $20K | Buy |
292
+94
| +47% | +$6.44K | 0.01% | 834 |
|
|
2022
Q1 | $14K | Hold |
198
| – | – | ﹤0.01% | 863 |
|
|
2021
Q4 | $14K | Buy |
+198
| New | +$14K | ﹤0.01% | 837 |
|