SWM
IBTX

Segment Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Segment Wealth Management’s Portfolio IBTX Stock Details IBTX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,254
Closed -$319K – 292
2024
Q4 		$319K Buy
5,254
+32
+0.6% +$1.94K 0.02% 219
2024
Q3 		$301K Buy
5,222
+35
+0.7% +$2.02K 0.02% 224
2024
Q2 		$236K Buy
5,187
+46
+0.9% +$2.09K 0.02% 238
2024
Q1 		$235K Buy
5,141
+41
+0.8% +$1.87K 0.02% 235
2023
Q4 		$259K Buy
+5,100
New +$259K 0.02% 216
2023
Q2 		– Sell
-4,951
Closed -$229K – 221
2023
Q1 		$229K Buy
4,951
+31
+0.6% +$1.44K 0.03% 193
2022
Q4 		$296K Buy
4,920
+28
+0.6% +$1.68K 0.03% 177
2022
Q3 		$300K Buy
4,892
+25
+0.5% +$1.53K 0.04% 181
2022
Q2 		$330K Buy
4,867
+27
+0.6% +$1.83K 0.04% 176
2022
Q1 		$344K Buy
4,840
+24
+0.5% +$1.71K 0.04% 203
2021
Q4 		$347K Buy
4,816
+25
+0.5% +$1.8K 0.04% 197
2021
Q3 		$340K Buy
4,791
+24
+0.5% +$1.7K 0.04% 182
2021
Q2 		$353K Buy
4,767
+19
+0.4% +$1.41K 0.04% 186
2021
Q1 		$343K Buy
4,748
+20
+0.4% +$1.45K 0.05% 180
2020
Q4 		$296K Buy
4,728
+25
+0.5% +$1.57K 0.04% 179
2020
Q3 		$208K Buy
+4,703
New +$208K 0.03% 196
2020
Q1 		– Sell
-4,619
Closed -$256K – 237
2019
Q4 		$256K Buy
4,619
+20
+0.4% +$1.11K 0.04% 207
2019
Q3 		$242K Buy
4,599
+23
+0.5% +$1.21K 0.05% 184
2019
Q2 		$252K Buy
4,576
+22
+0.5% +$1.21K 0.05% 176
2019
Q1 		$234K Buy
4,554
+19
+0.4% +$976 0.05% 182
2018
Q4 		$208K Buy
4,535
+11
+0.2% +$505 0.05% 175
2018
Q3 		$300K Buy
4,524
+9
+0.2% +$597 0.07% 164
2018
Q2 		$302K Buy
+4,515
New +$302K 0.07% 156