LA
IBTX
Legacy Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,025
| Closed | -$545K | – | 246 |
|
|
2022
Q2 | $545K | Hold |
8,025
| – | – | 0.11% | 113 |
|
|
2022
Q1 | $571K | Hold |
8,025
| – | – | 0.11% | 114 |
|
|
2021
Q4 | $579K | Hold |
8,025
| – | – | 0.21% | 66 |
|
|
2021
Q3 | $570K | Hold |
8,025
| – | – | 0.23% | 65 |
|
|
2021
Q2 | $594K | Hold |
8,025
| – | – | 0.24% | 62 |
|
|
2021
Q1 | $580K | Hold |
8,025
| – | – | 0.26% | 59 |
|
|
2020
Q4 | $502K | Sell |
8,025
-834
| -9% | -$52.2K | 0.29% | 60 |
|
|
2020
Q3 | $391K | Hold |
8,859
| – | – | 0.26% | 66 |
|
|
2020
Q2 | $359K | Hold |
8,859
| – | – | 0.29% | 62 |
|
|
2020
Q1 | $210K | Hold |
8,859
| – | – | 0.21% | 89 |
|
|
2019
Q4 | $491K | Hold |
8,859
| – | – | 0.31% | 65 |
|
|
2019
Q3 | $466K | Hold |
8,859
| – | – | 0.35% | 60 |
|
|
2019
Q2 | $487K | Sell |
8,859
-8,859
| -50% | -$487K | 0.33% | 58 |
|
|
2019
Q1 | $908K | Buy |
17,718
+10,443
| +144% | +$535K | 0.29% | 71 |
|
|
2018
Q4 | $333K | Hold |
7,275
| – | – | 0.25% | 83 |
|
|
2018
Q3 | $482K | Buy |
+7,275
| New | +$482K | 0.24% | 92 |
|