Icon Wealth Partners’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 | $219K | Hold |
5,530
| – | – | 0.02% | 271 |
|
|
2023
Q2 | $191K | Hold |
5,530
| – | – | 0.02% | 321 |
|
|
2023
Q1 | $256K | Buy |
+5,530
| New | +$256K | 0.03% | 277 |
|
|
2022
Q2 | $369K | Buy |
5,438
+30
| +0.6% | +$2.04K | 0.04% | 216 |
|
|
2022
Q1 | $385K | Buy |
5,408
+26
| +0.5% | +$1.85K | 0.04% | 240 |
|
|
2021
Q4 | $388K | Buy |
5,382
+26
| +0.5% | +$1.87K | 0.04% | 233 |
|
|
2021
Q3 | $380K | Buy |
5,356
+26
| +0.5% | +$1.85K | 0.04% | 248 |
|
|
2021
Q2 | $394K | Buy |
5,330
+22
| +0.4% | +$1.63K | 0.04% | 255 |
|
|
2021
Q1 | $383K | Buy |
5,308
+22
| +0.4% | +$1.59K | 0.05% | 242 |
|
|
2020
Q4 | $330K | Buy |
5,286
+28
| +0.5% | +$1.75K | 0.05% | 219 |
|
|
2020
Q3 | $232K | Buy |
5,258
+27
| +0.5% | +$1.19K | 0.04% | 230 |
|
|
2020
Q2 | $212K | Buy |
+5,231
| New | +$212K | 0.05% | 235 |
|
|
2020
Q1 | – | Sell |
-5,166
| Closed | -$286K | – | 191 |
|
|
2019
Q4 | $286K | Buy |
5,166
+23
| +0.4% | +$1.27K | 0.09% | 129 |
|
|
2019
Q3 | $271K | Buy |
5,143
+25
| +0.5% | +$1.32K | 0.09% | 122 |
|
|
2019
Q2 | $281K | Buy |
5,118
+24
| +0.5% | +$1.32K | 0.1% | 118 |
|
|
2019
Q1 | $261K | Buy |
5,094
+22
| +0.4% | +$1.13K | 0.1% | 127 |
|
|
2018
Q4 | $232K | Buy |
5,072
+12
| +0.2% | +$549 | 0.11% | 129 |
|
|
2018
Q3 | $335K | Buy |
5,060
+10
| +0.2% | +$662 | 0.14% | 122 |
|
|
2018
Q2 | $337K | Buy |
5,050
+9
| +0.2% | +$601 | 0.14% | 111 |
|
|
2018
Q1 | $356K | Buy |
5,041
+8
| +0.2% | +$565 | 0.19% | 111 |
|
|
2017
Q4 | $340K | Buy |
+5,033
| New | +$340K | 0.17% | 127 |
|