Morgan Stanley’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-507,383
| Closed | -$30.8M | – | 8352 |
|
|
2024
Q4 | $30.8M | Sell |
507,383
-17,192
| -3% | -$1.06M | ﹤0.01% | 2315 |
|
|
2024
Q3 | $30.2M | Sell |
524,575
-23,841
| -4% | -$1.3M | ﹤0.01% | 2369 |
|
|
2024
Q2 | $25M | Buy |
548,416
+55,521
| +11% | +$2.37M | ﹤0.01% | 2425 |
|
|
2024
Q1 | $22.5M | Sell |
492,895
-765,811
| -61% | -$35.7M | ﹤0.01% | 2563 |
|
|
2023
Q4 | $64M | Buy |
1,258,706
+765,193
| +155% | +$31M | ﹤0.01% | 2191 |
|
|
2023
Q3 | $19.5M | Buy |
493,513
+9,496
| +2% | +$388K | ﹤0.01% | 2483 |
|
|
2023
Q2 | $16.7M | Buy |
484,017
+92,729
| +24% | +$3.44M | ﹤0.01% | 2648 |
|
|
2023
Q1 | $18.1M | Buy |
391,288
+111,781
| +40% | +$6.35M | ﹤0.01% | 2536 |
|
|
2022
Q4 | $16.8M | Buy |
279,507
+51,105
| +22% | +$3.25M | ﹤0.01% | 2518 |
|
|
2022
Q3 | $14M | Sell |
228,402
-5,168
| -2% | -$357K | ﹤0.01% | 2594 |
|
|
2022
Q2 | $15.9M | Buy |
233,570
+67,164
| +40% | +$4.69M | ﹤0.01% | 2534 |
|
|
2022
Q1 | $11.8M | Buy |
166,406
+20,418
| +14% | +$1.55M | ﹤0.01% | 2709 |
|
|
2021
Q4 | $10.5M | Sell |
145,988
-12,807
| -8% | -$926K | ﹤0.01% | 2898 |
|
|
2021
Q3 | $11.3M | Buy |
158,795
+20,976
| +15% | +$1.46M | ﹤0.01% | 2755 |
|
|
2021
Q2 | $10.2M | Buy |
137,819
+29,792
| +28% | +$2.26M | ﹤0.01% | 2962 |
|
|
2021
Q1 | $7.8M | Sell |
108,027
-33,681
| -24% | -$2.36M | ﹤0.01% | 2909 |
|
|
2020
Q4 | $8.86M | Buy |
141,708
+18,979
| +15% | +$1.05M | ﹤0.01% | 2648 |
|
|
2020
Q3 | $5.42M | Buy |
122,729
+8,554
| +7% | +$378K | ﹤0.01% | 2648 |
|
|
2020
Q2 | $4.63M | Buy |
114,175
+96,740
| +555% | +$3.13M | ﹤0.01% | 2747 |
|
|
2020
Q1 | $411K | Sell |
17,435
-61,577
| -78% | -$2.83M | ﹤0.01% | 4494 |
|
|
2019
Q4 | $4.38M | Sell |
79,012
-61,203
| -44% | -$3.4M | ﹤0.01% | 3338 |
|
|
2019
Q3 | $7.38M | Buy |
140,215
+128,522
| +1,099% | +$6.79M | ﹤0.01% | 2446 |
|
|
2019
Q2 | $644K | Sell |
11,693
-4,955
| -30% | -$269K | ﹤0.01% | 4469 |
|
|
2019
Q1 | $854K | Sell |
16,648
-35,893
| -68% | -$1.93M | ﹤0.01% | 4224 |
|
|
2018
Q4 | $2.41M | Buy |
52,541
+13,295
| +34% | +$755K | ﹤0.01% | 3609 |
|
|
2018
Q3 | $2.6M | Sell |
39,246
-23,912
| -38% | -$1.63M | ﹤0.01% | 3792 |
|
|
2018
Q2 | $4.22M | Buy |
63,158
+7,114
| +13% | +$519K | ﹤0.01% | 3336 |
|
|
2018
Q1 | $3.96M | Sell |
56,044
-251,909
| -82% | -$18.1M | ﹤0.01% | 3290 |
|
|
2017
Q4 | $20.8M | Buy |
307,953
+233,586
| +314% | +$15.1M | 0.01% | 1627 |
|
|
2017
Q3 | $4.48M | Buy |
74,367
+39,661
| +114% | +$2.31M | ﹤0.01% | 3068 |
|
|
2017
Q2 | $2.06M | Buy |
34,706
+15,811
| +84% | +$944K | ﹤0.01% | 3760 |
|
|
2017
Q1 | $1.21M | Sell |
18,895
-24,982
| -57% | -$1.57M | ﹤0.01% | 4232 |
|
|
2016
Q4 | $2.74M | Sell |
43,877
-5,800
| -12% | -$313K | ﹤0.01% | 3632 |
|
|
2016
Q3 | $2.19M | Sell |
49,677
-6,577
| -12% | -$283K | ﹤0.01% | 3431 |
|
|
2016
Q2 | $2.41M | Buy |
56,254
+29,581
| +111% | +$1.05M | ﹤0.01% | 3269 |
|
|
2016
Q1 | $731K | Sell |
26,673
-1,999
| -7% | -$58.1K | ﹤0.01% | 4180 |
|
|
2015
Q4 | $917K | Buy |
28,672
+13,636
| +91% | +$522K | ﹤0.01% | 4115 |
|
|
2015
Q3 | $578K | Buy |
15,036
+12,256
| +441% | +$517K | ﹤0.01% | 4510 |
|
|
2015
Q2 | $119K | Sell |
2,780
-2,682
| -49% | -$109K | ﹤0.01% | 5496 |
|
|
2015
Q1 | $213K | Sell |
5,462
-3,801
| -41% | -$135K | ﹤0.01% | 5175 |
|
|
2014
Q4 | $362K | Sell |
9,263
-23,735
| -72% | -$1.03M | ﹤0.01% | 4896 |
|
|
2014
Q3 | $1.56M | Sell |
32,998
-27,773
| -46% | -$1.39M | ﹤0.01% | 3636 |
|
|
2014
Q2 | $3.38M | Buy |
60,771
+25,919
| +74% | +$1.36M | ﹤0.01% | 3038 |
|
|
2014
Q1 | $2.05M | Buy |
34,852
+4,096
| +13% | +$217K | ﹤0.01% | 3404 |
|
|
2013
Q4 | $1.53M | Buy |
30,756
+13,107
| +74% | +$542K | ﹤0.01% | 3589 |
|
|
2013
Q3 | $636K | Sell |
17,649
-9,954
| -36% | -$338K | ﹤0.01% | 4167 |
|
|
2013
Q2 | $839K | Buy |
+27,603
| New | +$800K | ﹤0.01% | 3873 |
|