Osaic Holdings’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
Q2 | $468K | Buy |
+7,712
| New | +$468K | ﹤0.01% | 2876 |
|
|
2025
Q1 | – | Sell |
-9,019
| Closed | -$547K | – | 7629 |
|
|
2024
Q4 | $547K | Sell |
9,019
-478
| -5% | -$29K | ﹤0.01% | 2714 |
|
|
2024
Q3 | $548K | Sell |
9,497
-2,326
| -20% | -$134K | ﹤0.01% | 2787 |
|
|
2024
Q2 | $538K | Buy |
11,823
+1,131
| +11% | +$51.5K | ﹤0.01% | 2713 |
|
|
2024
Q1 | $488K | Sell |
10,692
-275
| -3% | -$12.6K | ﹤0.01% | 2954 |
|
|
2023
Q4 | $558K | Sell |
10,967
-6,815
| -38% | -$347K | ﹤0.01% | 3063 |
|
|
2023
Q3 | $703K | Buy |
17,782
+6,892
| +63% | +$273K | ﹤0.01% | 2959 |
|
|
2023
Q2 | $376K | Buy |
10,890
+1
| +0% | +$35 | ﹤0.01% | 3389 |
|
|
2023
Q1 | $505K | Buy |
10,889
+42
| +0.4% | +$1.95K | ﹤0.01% | 3089 |
|
|
2022
Q4 | $651K | Buy |
10,847
+5,644
| +108% | +$339K | ﹤0.01% | 2784 |
|
|
2022
Q3 | $319K | Buy |
5,203
+37
| +0.7% | +$2.27K | ﹤0.01% | 3330 |
|
|
2022
Q2 | $350K | Buy |
5,166
+19
| +0.4% | +$1.29K | ﹤0.01% | 3292 |
|
|
2022
Q1 | $367K | Sell |
5,147
-803
| -13% | -$57.3K | ﹤0.01% | 3515 |
|
|
2021
Q4 | $429K | Buy |
5,950
+21
| +0.4% | +$1.51K | ﹤0.01% | 3214 |
|
|
2021
Q3 | $421K | Buy |
5,929
+1,092
| +23% | +$77.5K | ﹤0.01% | 3220 |
|
|
2021
Q2 | $358K | Sell |
4,837
-1
| -0% | -$74 | ﹤0.01% | 3353 |
|
|
2021
Q1 | $349K | Sell |
4,838
-82
| -2% | -$5.92K | ﹤0.01% | 3242 |
|
|
2020
Q4 | $308K | Buy |
4,920
+1,049
| +27% | +$65.7K | ﹤0.01% | 3100 |
|
|
2020
Q3 | $171K | Sell |
3,871
-1,197
| -24% | -$52.9K | ﹤0.01% | 3385 |
|
|
2020
Q2 | $205K | Sell |
5,068
-1,180
| -19% | -$47.7K | ﹤0.01% | 3111 |
|
|
2020
Q1 | $148K | Buy |
+6,248
| New | +$148K | ﹤0.01% | 3140 |
|