IFAM
IBTX
Institutional & Family Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $117K | Hold |
2,579
| – | – | 0.02% | 178 |
|
|
2024
Q1 | $118K | Hold |
2,579
| – | – | 0.02% | 173 |
|
|
2023
Q4 | $131K | Hold |
2,579
| – | – | 0.02% | 159 |
|
|
2023
Q3 | $102K | Hold |
2,579
| – | – | 0.02% | 174 |
|
|
2023
Q2 | $89.1K | Hold |
2,579
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $120K | Hold |
2,579
| – | – | 0.02% | 158 |
|
|
2022
Q4 | $155K | Hold |
2,579
| – | – | 0.03% | 146 |
|
|
2022
Q3 | $158K | Hold |
2,579
| – | – | 0.03% | 147 |
|
|
2022
Q2 | $175K | Hold |
2,579
| – | – | 0.03% | 144 |
|
|
2022
Q1 | $184K | Sell |
2,579
-200
| -7% | -$14.3K | 0.03% | 156 |
|
|
2021
Q4 | $201K | Hold |
2,779
| – | – | 0.03% | 157 |
|
|
2021
Q3 | $197K | Sell |
2,779
-221
| -7% | -$15.7K | 0.03% | 180 |
|
|
2021
Q2 | $222K | Hold |
3,000
| – | – | 0.04% | 165 |
|
|
2021
Q1 | $217K | Sell |
3,000
-1,211
| -29% | -$87.6K | 0.04% | 179 |
|
|
2020
Q4 | $263K | Hold |
4,211
| – | – | 0.06% | 156 |
|
|
2020
Q3 | $186K | Hold |
4,211
| – | – | 0.04% | 174 |
|
|
2020
Q2 | $171K | Hold |
4,211
| – | – | 0.04% | 187 |
|
|
2020
Q1 | $100K | Hold |
4,211
| – | – | 0.02% | 203 |
|
|
2019
Q4 | $233K | Hold |
4,211
| – | – | 0.05% | 152 |
|
|
2019
Q3 | $222K | Hold |
4,211
| – | – | 0.05% | 146 |
|
|
2019
Q2 | $231K | Sell |
4,211
-400
| -9% | -$21.9K | 0.05% | 157 |
|
|
2019
Q1 | $236K | Buy |
+4,611
| New | +$236K | 0.05% | 165 |
|