O'Shaughnessy Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-174
| Closed | -$12K | – | 2830 |
|
2021
Q3 | $12K | Buy |
174
+27
| +18% | +$1.86K | ﹤0.01% | 2121 |
|
2021
Q2 | $11K | Buy |
147
+76
| +107% | +$5.69K | ﹤0.01% | 1988 |
|
2021
Q1 | $5K | Hold |
71
| – | – | ﹤0.01% | 1947 |
|
2020
Q4 | $4K | Buy |
71
+10
| +16% | +$563 | ﹤0.01% | 1755 |
|
2020
Q3 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 1612 |
|
2020
Q1 | – | Sell |
-236
| Closed | -$13K | – | 2036 |
|
2019
Q4 | $13K | Buy |
+236
| New | +$13K | ﹤0.01% | 1249 |
|