IFP Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$425 | – | 5104 |
|
|
2025
Q1 | – | Sell |
-193
| Closed | -$12.6K | – | 3498 |
|
|
2024
Q4 | $12.6K | Sell |
193
-7
| -4% | -$456 | ﹤0.01% | 2447 |
|
|
2024
Q3 | $11.5K | Buy |
+200
| New | +$11.5K | ﹤0.01% | 2366 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$10K | – | 4696 |
|
|
2022
Q4 | $10K | Sell |
3
-7
| -70% | -$23.3K | ﹤0.01% | 3424 |
|
|
2022
Q3 | $11K | Hold |
10
| – | – | ﹤0.01% | 3614 |
|
|
2022
Q2 | $11K | Hold |
10
| – | – | ﹤0.01% | 3371 |
|
|
2022
Q1 | $11K | Buy |
+10
| New | +$11K | ﹤0.01% | 3371 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5719 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5530 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5345 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5097 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4885 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4635 |
|
|
2020
Q1 | – | Sell |
-28
| Closed | -$2K | – | 4485 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 2572 |
|
|
2019
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2993 |
|
|
2019
Q1 | $69K | Buy |
1,350
+1,322
| +4,721% | +$67.6K | 0.01% | 835 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 3427 |
|
|
2018
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 3592 |
|
|
2016
Q2 | – | Sell |
-1,350
| Closed | -$69K | – | 4471 |
|
|
2016
Q1 | $69K | Buy |
+1,350
| New | +$69K | 0.01% | 835 |
|