TRIA
IBTX
Trail Ridge Investment Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,604
| Closed | -$279K | – | 109 |
|
|
2024
Q4 | $279K | Hold |
4,604
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $267K | Hold |
4,604
| – | – | 0.13% | 96 |
|
|
2024
Q2 | $210K | Hold |
4,604
| – | – | 0.11% | 102 |
|
|
2024
Q1 | $210K | Hold |
4,604
| – | – | 0.12% | 99 |
|
|
2023
Q4 | $234K | Buy |
+4,604
| New | +$234K | 0.14% | 97 |
|
|
2023
Q2 | – | Sell |
-4,604
| Closed | -$213K | – | 127 |
|
|
2023
Q1 | $213K | Hold |
4,604
| – | – | 0.14% | 113 |
|
|
2022
Q4 | $277K | Hold |
4,604
| – | – | 0.19% | 104 |
|
|
2022
Q3 | $305K | Hold |
4,604
| – | – | 0.2% | 107 |
|
|
2022
Q2 | $313K | Hold |
4,604
| – | – | 0.21% | 117 |
|
|
2022
Q1 | $328K | Hold |
4,604
| – | – | 0.2% | 115 |
|
|
2021
Q4 | $332K | Buy |
+4,604
| New | +$332K | 0.2% | 113 |
|