JFS Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31
| Closed | -$1.88K | – | 2014 |
|
|
2024
Q4 | $1.88K | Buy |
31
+6
| +24% | +$364 | ﹤0.01% | 1501 |
|
|
2024
Q3 | $1.44K | Buy |
25
+1
| +4% | +$58 | ﹤0.01% | 1602 |
|
|
2024
Q2 | $1.09K | Hold |
24
| – | – | ﹤0.01% | 1648 |
|
|
2024
Q1 | $1.1K | Buy |
24
+8
| +50% | +$365 | ﹤0.01% | 1637 |
|
|
2023
Q4 | $815 | Sell |
16
-16
| -50% | -$815 | ﹤0.01% | 1695 |
|
|
2023
Q3 | $1.27K | Buy |
32
+13
| +68% | +$514 | ﹤0.01% | 1523 |
|
|
2023
Q2 | $657 | Buy |
19
+15
| +375% | +$519 | ﹤0.01% | 1708 |
|
|
2023
Q1 | $186 | Sell |
4
-24
| -86% | -$1.12K | ﹤0.01% | 1834 |
|
|
2022
Q4 | $1.68K | Sell |
28
-11
| -28% | -$661 | ﹤0.01% | 1434 |
|
|
2022
Q3 | $2K | Sell |
39
-6
| -13% | -$308 | ﹤0.01% | 1455 |
|
|
2022
Q2 | $3K | Buy |
45
+16
| +55% | +$1.07K | ﹤0.01% | 1265 |
|
|
2022
Q1 | $2K | Buy |
29
+18
| +164% | +$1.24K | ﹤0.01% | 1552 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1681 |
|