IFP Advisors’s International Bancshares IBOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.5K | Hold |
275
| – | – | ﹤0.01% | 2820 |
|
|
2025
Q4 | $18.3K | Hold |
275
| – | – | ﹤0.01% | 2760 |
|
|
2025
Q3 | $18.9K | Hold |
275
| – | – | ﹤0.01% | 2601 |
|
|
2025
Q2 | $18.3K | Buy |
275
+63
| +30% | +$3.93K | ﹤0.01% | 2598 |
|
|
2025
Q1 | $13.4K | Hold |
212
| – | – | ﹤0.01% | 2468 |
|
|
2024
Q4 | $13.4K | Buy |
212
+6
| +3% | +$398 | ﹤0.01% | 2425 |
|
|
2024
Q3 | $12.3K | Hold |
206
| – | – | ﹤0.01% | 2342 |
|
|
2024
Q2 | $11.8K | Hold |
206
| – | – | ﹤0.01% | 2286 |
|
|
2024
Q1 | $11.6K | Sell |
206
-477
| -70% | -$25.3K | ﹤0.01% | 2181 |
|
|
2023
Q4 | $37.1K | Buy |
683
+477
| +232% | +$22.1K | ﹤0.01% | 1664 |
|
|
2023
Q3 | $8.93K | Hold |
206
| – | – | ﹤0.01% | 2295 |
|
|
2023
Q2 | $9.11K | Hold |
206
| – | – | ﹤0.01% | 2333 |
|
|
2023
Q1 | $9K | Hold |
206
| – | – | ﹤0.01% | 2333 |
|
|
2022
Q4 | $9K | Sell |
206
-8
| -4% | -$385 | ﹤0.01% | 3452 |
|
|
2022
Q3 | $10K | Sell |
214
-14
| -6% | -$597 | ﹤0.01% | 3645 |
|
|
2022
Q2 | $10K | Hold |
228
| – | – | ﹤0.01% | 3400 |
|
|
2022
Q1 | $10K | Sell |
228
-13
| -5% | -$558 | ﹤0.01% | 3400 |
|
|
2021
Q4 | $10K | Buy |
241
+24
| +11% | +$1.03K | ﹤0.01% | 2221 |
|
|
2021
Q3 | $10K | Buy |
217
+11
| +5% | +$449 | ﹤0.01% | 2273 |
|
|
2021
Q2 | $9K | Hold |
206
| – | – | ﹤0.01% | 2249 |
|
|
2021
Q1 | $10K | Hold |
206
| – | – | ﹤0.01% | 2140 |
|
|
2020
Q4 | $8K | Hold |
206
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q3 | $5K | Hold |
206
| – | – | ﹤0.01% | 2172 |
|
|
2020
Q2 | $6K | Hold |
206
| – | – | ﹤0.01% | 2007 |
|
|
2020
Q1 | $5K | Hold |
206
| – | – | ﹤0.01% | 2059 |
|
|
2019
Q4 | $9K | Hold |
206
| – | – | ﹤0.01% | 1966 |
|
|
2019
Q3 | $8K | Buy |
+206
| New | +$7.54K | ﹤0.01% | 2167 |
|
|
2019
Q1 | – | Sell |
-15
| Closed | -$1K | – | 2841 |
|
|
2018
Q4 | $1K | Sell |
15
-80
| -84% | -$3.08K | ﹤0.01% | 3320 |
|
|
2018
Q3 | $4K | Sell |
95
-7
| -7% | -$320 | ﹤0.01% | 3296 |
|
|
2018
Q2 | $4K | Hold |
102
| – | – | ﹤0.01% | 3363 |
|
|
2018
Q1 | $4K | Hold |
102
| – | – | ﹤0.01% | 3261 |
|
|
2017
Q4 | $4K | Sell |
102
-1,895
| -95% | -$76.4K | ﹤0.01% | 3310 |
|
|
2017
Q3 | $80K | Sell |
1,997
-204
| -9% | -$7.38K | ﹤0.01% | 1681 |
|
|
2017
Q2 | $77K | Sell |
2,201
-604
| -22% | -$21.3K | ﹤0.01% | 1687 |
|
|
2017
Q1 | $99K | Hold |
2,805
| – | – | ﹤0.01% | 1497 |
|
|
2016
Q4 | $114K | Buy |
2,805
+2,104
| +300% | +$75.1K | 0.01% | 1374 |
|
|
2016
Q3 | $21K | Buy |
701
+80
| +13% | +$2.27K | ﹤0.01% | 2373 |
|
|
2016
Q2 | $16K | Buy |
+621
| New | +$16.3K | ﹤0.01% | 2487 |
|
|
2016
Q1 | – | Sell |
-23,904
| Closed | -$614K | – | 2850 |
|
|
2015
Q4 | $614K | Buy |
+23,904
| New | +$656K | 0.04% | 437 |
|
Other funds holding IBOC
VPM
VCM
ACL
