IFP Advisors’s Veritex Holdings VBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-271
| Closed | -$8.2K | – | 5170 |
|
|
2025
Q4 | $8.2K | Hold |
271
| – | – | ﹤0.01% | 3172 |
|
|
2025
Q3 | $9.09K | Hold |
271
| – | – | ﹤0.01% | 2948 |
|
|
2025
Q2 | $7.07K | Buy |
+271
| New | +$6.46K | ﹤0.01% | 3129 |
|
|
2025
Q1 | – | Sell |
-12
| Closed | -$326 | – | 4705 |
|
|
2024
Q4 | $326 | Buy |
+12
| New | +$338 | ﹤0.01% | 3541 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$11K | – | 4859 |
|
|
2022
Q3 | $11K | Hold |
6
| – | – | ﹤0.01% | 3605 |
|
|
2022
Q2 | $11K | Hold |
6
| – | – | ﹤0.01% | 3361 |
|
|
2022
Q1 | $11K | Buy |
+6
| New | +$241 | ﹤0.01% | 3360 |
|
|
2017
Q4 | – | Sell |
-19,264
| Closed | -$519K | – | 4110 |
|
|
2017
Q3 | $519K | Buy |
19,264
+19,192
| +26,656% | +$505K | 0.02% | 679 |
|
|
2017
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 3777 |
|
|
2017
Q1 | $2K | Buy |
+72
| New | +$1.99K | ﹤0.01% | 3701 |
|