Sutton Wealth Advisors’s Allegiance Bancshares ABTX Stock Holding History

Sutton Wealth Advisors’s Portfolio ABTX Stock Details ABTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-213	Closed	-$8.87K	–	1730
2022 Q3	$8.87K	Hold	213	–	–	﹤0.01%	932
2022 Q2	$8.04K	Buy	213 +2	+0.9%	+$80	﹤0.01%	967
2022 Q1	$9.43K	Hold	211	–	–	﹤0.01%	948
2021 Q4	$8.91K	Buy	211 +5	+2%	+$204	﹤0.01%	971
2021 Q3	$7.86K	Hold	206	–	–	﹤0.01%	987
2021 Q2	$7.92K	Hold	206	–	–	﹤0.01%	970
2021 Q1	$8.35K	Hold	206	–	–	﹤0.01%	923
2020 Q4	$7.03K	Hold	206	–	–	﹤0.01%	904
2020 Q3	$4.81K	Hold	206	–	–	﹤0.01%	933
2020 Q2	$5.23K	Sell	206 -320	-61%	-$7.85K	﹤0.01%	868
2020 Q1	$12.7K	Buy	+526	New	+$17.7K	0.01%	593

Other funds holding ABTX

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sutton Wealth Advisors's ABTX Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Allegiance Bancshares (ABTX) in Q4 2022, closing a stake of 213 shares — an estimated $8.87K sold.

Sutton Wealth Advisors first reported a position in ABTX in Q1 2020 and held it in 11 quarters. The position peaked at $12.7K in Q1 2020. 2 funds tracked by Wall St. Rank hold ABTX as of Q4 2022.

Sutton Wealth Advisors reported no remaining Allegiance Bancshares position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 213 Allegiance Bancshares shares in Q4 2022, an estimated $8.87K.
Sutton Wealth Advisors first reported a position in Allegiance Bancshares in Q1 2020 and held it in 11 quarters.
Sutton Wealth Advisors's Allegiance Bancshares position peaked at $12.7K in Q1 2020.
2 funds tracked by Wall St. Rank held Allegiance Bancshares as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.