LPL Financial’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 |
-20,103
| Closed | -$1.22M | – | 5398 |
|
2024
Q4 | $1.22M | Buy |
20,103
+1,782
| +10% | +$108K | ﹤0.01% | 3300 |
|
2024
Q3 | $1.06M | Buy |
18,321
+4,220
| +30% | +$243K | ﹤0.01% | 3303 |
|
2024
Q2 | $642K | Buy |
14,101
+719
| +5% | +$32.7K | ﹤0.01% | 3596 |
|
2024
Q1 | $611K | Buy |
13,382
+65
| +0.5% | +$2.97K | ﹤0.01% | 3566 |
|
2023
Q4 | $678K | Sell |
13,317
-63
| -0.5% | -$3.21K | ﹤0.01% | 3368 |
|
2023
Q3 | $529K | Buy |
13,380
+43
| +0.3% | +$1.7K | ﹤0.01% | 3420 |
|
2023
Q2 | $461K | Sell |
13,337
-99
| -0.7% | -$3.42K | ﹤0.01% | 3483 |
|
2023
Q1 | $623K | Sell |
13,436
-57
| -0.4% | -$2.64K | ﹤0.01% | 3137 |
|
2022
Q4 | $811K | Sell |
13,493
-740
| -5% | -$44.5K | ﹤0.01% | 2795 |
|
2022
Q3 | $874K | Buy |
+14,233
| New | +$874K | ﹤0.01% | 2645 |
|