Kestra Advisory Services’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,537
| Closed | -$1M | – | 2913 |
|
|
2024
Q4 | $1M | Sell |
16,537
-1,289
| -7% | -$78.2K | 0.01% | 1418 |
|
|
2024
Q3 | $1.03M | Buy |
17,826
+31
| +0.2% | +$1.79K | 0.01% | 1309 |
|
|
2024
Q2 | $810K | Buy |
17,795
+6,896
| +63% | +$314K | ﹤0.01% | 1453 |
|
|
2024
Q1 | $498K | Buy |
10,899
+167
| +2% | +$7.62K | ﹤0.01% | 1673 |
|
|
2023
Q4 | $546K | Buy |
10,732
+1,244
| +13% | +$63.3K | ﹤0.01% | 1477 |
|
|
2023
Q3 | $375K | Buy |
9,488
+2,446
| +35% | +$96.7K | ﹤0.01% | 1529 |
|
|
2023
Q2 | $243K | Buy |
+7,042
| New | +$243K | ﹤0.01% | 1781 |
|