Harbor Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-704
| Closed | -$24.3K | – | 1382 |
|
|
2023
Q2 | $24.3K | Hold |
704
| – | – | ﹤0.01% | 866 |
|
|
2023
Q1 | $32.6K | Hold |
704
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $42.3K | Hold |
704
| – | – | 0.01% | 734 |
|
|
2022
Q3 | $43K | Hold |
704
| – | – | 0.01% | 738 |
|
|
2022
Q2 | $48K | Hold |
704
| – | – | 0.01% | 713 |
|
|
2022
Q1 | $50K | Hold |
704
| – | – | 0.01% | 753 |
|
|
2021
Q4 | $51K | Hold |
704
| – | – | 0.01% | 747 |
|
|
2021
Q3 | $50K | Hold |
704
| – | – | 0.01% | 745 |
|
|
2021
Q2 | $52K | Hold |
704
| – | – | 0.01% | 698 |
|
|
2021
Q1 | $51K | Hold |
704
| – | – | 0.01% | 682 |
|
|
2020
Q4 | $44K | Buy |
704
+227
| +48% | +$14.2K | 0.01% | 661 |
|
|
2020
Q3 | $21K | Buy |
477
+238
| +100% | +$10.5K | ﹤0.01% | 726 |
|
|
2020
Q2 | $10K | Sell |
239
-122
| -34% | -$5.11K | ﹤0.01% | 789 |
|
|
2020
Q1 | $9K | Buy |
+361
| New | +$9K | ﹤0.01% | 776 |
|