Symphony Financial’s Allegiance Bancshares ABTX Stock Holding History

Symphony Financial’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	-8,517	Closed	-$358K	–	213
2022 Q3	$358K	Hold	8,517	–	–	0.12%	156
2022 Q2	$320K	Hold	8,517	–	–	0.09%	156
2022 Q1	$359K	Hold	8,517	–	–	0.08%	153
2021 Q4	$375K	Hold	8,517	–	–	0.1%	129
2021 Q3	$329K	Hold	8,517	–	–	0.11%	129
2021 Q2	$330K	Hold	8,517	–	–	0.11%	130
2021 Q1	$347K	Buy	+8,517	New	+$325K	0.09%	138

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

Symphony Financial's ABTX Position: Q4 2022 in Review

Symphony Financial sold out of Allegiance Bancshares (ABTX) in Q4 2022, closing a stake of 8,517 shares — an estimated $358K sold.

Symphony Financial first reported a position in ABTX in Q1 2021 and held it in 7 quarters. The position peaked at $375K in Q4 2021. 2 funds tracked by Wall St. Rank hold ABTX as of Q4 2022.

Symphony Financial reported no remaining Allegiance Bancshares position as of Q4 2022 after selling out during the quarter.
Symphony Financial sold 8,517 Allegiance Bancshares shares in Q4 2022, an estimated $358K.
Symphony Financial first reported a position in Allegiance Bancshares in Q1 2021 and held it in 7 quarters.
Symphony Financial's Allegiance Bancshares position peaked at $375K in Q4 2021.
2 funds tracked by Wall St. Rank held Allegiance Bancshares as of Q4 2022.

Based on Symphony Financial's 13F filing for Q4 2022, filed 26 Jan 2023.