Lee Financial’s Veritex Holdings VBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-10,000
| Closed | -$335K | – | 184 |
|
|
2025
Q3 | $335K | Hold |
10,000
| – | – | 0.04% | 138 |
|
|
2025
Q2 | $261K | Hold |
10,000
| – | – | 0.04% | 125 |
|
|
2025
Q1 | $250K | Sell |
10,000
-35
| -0.3% | -$902 | 0.04% | 134 |
|
|
2024
Q4 | $273K | Hold |
10,035
| – | – | 0.04% | 153 |
|
|
2024
Q3 | $264K | Buy |
10,035
+35
| +0.4% | +$829 | 0.04% | 158 |
|
|
2024
Q2 | $211K | Sell |
10,000
-9,230
| -48% | -$187K | 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% | +$8.41K | 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% | -$9.38K | 0.18% | 84 |
|
|
2017
Q1 | $541K | Sell |
19,250
-250
| -1% | -$6.92K | 0.22% | 81 |
|
|
2016
Q4 | $521K | Buy |
+19,500
| New | +$401K | 0.29% | 69 |
|
Other funds holding VBTX
Lee Financial's VBTX Position: Q4 2025 in Review
Lee Financial sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 10,000 shares — an estimated $335K sold.
Lee Financial first reported a position in VBTX in Q4 2016 and held it in 36 quarters. The position peaked at $752K in Q4 2021. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.
- Lee Financial reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
- Lee Financial sold 10,000 Veritex Holdings shares in Q4 2025, an estimated $335K.
- Lee Financial first reported a position in Veritex Holdings in Q4 2016 and held it in 36 quarters.
- Lee Financial's Veritex Holdings position peaked at $752K in Q4 2021.
- 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.
Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.