Venturi Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-663
| Closed | -$40.2K | – | 1930 |
|
|
2024
Q4 | $40.2K | Hold |
663
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q3 | $38.2K | Hold |
663
| – | – | ﹤0.01% | 840 |
|
|
2024
Q2 | $30.2K | Hold |
663
| – | – | ﹤0.01% | 823 |
|
|
2024
Q1 | $30.3K | Hold |
663
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $33.7K | Hold |
663
| – | – | ﹤0.01% | 571 |
|
|
2023
Q3 | $26.2K | Hold |
663
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $22.9K | Hold |
663
| – | – | ﹤0.01% | 527 |
|
|
2023
Q1 | $30.7K | Buy |
+663
| New | +$30.7K | ﹤0.01% | 533 |
|