EverSource Wealth Advisors’s Veritex Holdings VBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Buy |
1,571
+1,135
| +260% | +$29.6K | ﹤0.01% | 1747 |
|
|
2025
Q1 | $10.9K | Buy |
436
+60
| +16% | +$1.5K | ﹤0.01% | 2067 |
|
|
2024
Q4 | $10.2K | Buy |
376
+28
| +8% | +$761 | ﹤0.01% | 1980 |
|
|
2024
Q3 | $9.16K | Hold |
348
| – | – | ﹤0.01% | 1919 |
|
|
2024
Q2 | $8.72K | Hold |
348
| – | – | ﹤0.01% | 1924 |
|
|
2024
Q1 | $6.78K | Hold |
348
| – | – | ﹤0.01% | 1891 |
|
|
2023
Q4 | $8.1K | Buy |
348
+103
| +42% | +$2.4K | ﹤0.01% | 1657 |
|
|
2023
Q3 | $4.4K | Buy |
245
+28
| +13% | +$503 | ﹤0.01% | 1751 |
|
|
2023
Q2 | $3.89K | Buy |
+217
| New | +$3.89K | ﹤0.01% | 1828 |
|
|
2023
Q1 | – | Sell |
-49
| Closed | -$1.38K | – | 2548 |
|
|
2022
Q4 | $1.38K | Hold |
49
| – | – | ﹤0.01% | 2019 |
|
|
2022
Q3 | $1K | Sell |
49
-315
| -87% | -$6.43K | ﹤0.01% | 1916 |
|
|
2022
Q2 | $10K | Hold |
364
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q1 | $14K | Hold |
364
| – | – | ﹤0.01% | 858 |
|
|
2021
Q4 | $14K | Buy |
+364
| New | +$14K | ﹤0.01% | 834 |
|