IFG
CMO

Independent Financial Group’s Capstead Mortgage Corp. CMO Stock Holding History

Independent Financial Group’s Portfolio CMO Stock Details CMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-60,450
Closed -$404K – 850
2021
Q3 		$404K Buy
+60,450
New +$396K 0.04% 424

Independent Financial Group's CMO Position: Q4 2021 in Review

Independent Financial Group sold out of Capstead Mortgage Corp. (CMO) in Q4 2021, closing a stake of 60,450 shares — an estimated $404K sold.

Independent Financial Group first reported a position in CMO in Q3 2021 and held it in 1 quarter. The position peaked at $404K in Q3 2021. 0 funds tracked by Wall St. Rank hold CMO as of Q4 2021.

  • Independent Financial Group reported no remaining Capstead Mortgage Corp. position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 60,450 Capstead Mortgage Corp. shares in Q4 2021, an estimated $404K.
  • Independent Financial Group first reported a position in Capstead Mortgage Corp. in Q3 2021 and held it in 1 quarter.
  • Independent Financial Group's Capstead Mortgage Corp. position peaked at $404K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.