Lee Financial’s Veritex Holdings VBTX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Hold	10,000	–	–	0.04%	125
2025 Q1	$250K	Sell	10,000 -35	-0.3%	-$874	0.04%	134
2024 Q4	$273K	Hold	10,035	–	–	0.04%	153
2024 Q3	$264K	Buy	10,035 +35	+0.4%	+$921	0.04%	158
2024 Q2	$211K	Sell	10,000 -9,230	-48%	-$195K	0.03%	139
2024 Q1	$394K	Hold	19,230	–	–	0.07%	108
2023 Q4	$447K	Hold	19,230	–	–	0.08%	103
2023 Q3	$345K	Hold	19,230	–	–	0.06%	105
2023 Q2	$345K	Hold	19,230	–	–	0.06%	104
2023 Q1	$351K	Buy	19,230 +330	+2%	+$6.03K	0.06%	100
2022 Q4	$531K	Hold	18,900	–	–	0.09%	93
2022 Q3	$503K	Hold	18,900	–	–	0.09%	91
2022 Q2	$553K	Hold	18,900	–	–	0.1%	88
2022 Q1	$721K	Hold	18,900	–	–	0.13%	77
2021 Q4	$752K	Hold	18,900	–	–	0.14%	73
2021 Q3	$744K	Hold	18,900	–	–	0.15%	71
2021 Q2	$669K	Hold	18,900	–	–	0.14%	80
2021 Q1	$618K	Hold	18,900	–	–	0.15%	78
2020 Q4	$485K	Hold	18,900	–	–	0.13%	84
2020 Q3	$322K	Hold	18,900	–	–	0.09%	94
2020 Q2	$335K	Hold	18,900	–	–	0.09%	94
2020 Q1	$264K	Hold	18,900	–	–	0.09%	93
2019 Q4	$551K	Hold	18,900	–	–	0.12%	85
2019 Q3	$459K	Hold	18,900	–	–	0.1%	87
2019 Q2	$490K	Hold	18,900	–	–	0.11%	85
2019 Q1	$458K	Hold	18,900	–	–	0.11%	87
2018 Q4	$404K	Hold	18,900	–	–	0.11%	80
2018 Q3	$534K	Hold	18,900	–	–	0.13%	79
2018 Q2	$587K	Hold	18,900	–	–	0.14%	81
2018 Q1	$523K	Hold	18,900	–	–	0.13%	82
2017 Q4	$521K	Hold	18,900	–	–	0.15%	76
2017 Q3	$510K	Hold	18,900	–	–	0.16%	80
2017 Q2	$498K	Sell	18,900 -350	-2%	-$9.22K	0.18%	84
2017 Q1	$541K	Sell	19,250 -250	-1%	-$7.03K	0.22%	81
2016 Q4	$521K	Buy	+19,500	New	+$521K	0.29%	69