Segment Wealth Management, LLC Independent Bank Group, Inc. Transaction History

Segment Wealth Management, LLC

$1.42 Billion
Q4 2024

A detailed history of Segment Wealth Management, LLC transactions in Independent Bank Group, Inc. stock. As of the latest transaction made, Segment Wealth Management, LLC holds 5,254 shares of IBTX stock, worth $318,760. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,254

Previous 5,222 0.61%

Holding current value

$318,760

Previous $301,000 5.65%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$55.72 - $67.74 $1,783 - $2,167	32 Added 0.61%	5,254 $318,000
Q3 2024 Oct 22, 2024	BUY	$44.7 - $61.0 $1,564 - $2,135	35 Added 0.67%	5,222 $301,000
Q2 2024 Jul 22, 2024	BUY	$37.24 - $47.3 $1,713 - $2,175	46 Added 0.89%	5,187 $236,000
Q1 2024 Apr 24, 2024	BUY	$42.08 - $53.02 $1,725 - $2,173	41 Added 0.8%	5,141 $234,000
Q4 2023 Jan 25, 2024	BUY	$34.8 - $52.9 $177,480 - $269,790	5,100 New	5,100 $259,000
Q1 2023 Apr 19, 2023	BUY	$44.05 - $65.22 $1,365 - $2,021	31 Added 0.63%	4,951 $229,000
Q4 2022 Jan 13, 2023	BUY	$58.36 - $68.11 $1,634 - $1,907	28 Added 0.57%	4,920 $0
Q3 2022 Oct 24, 2022	BUY	$61.39 - $75.73 $1,534 - $1,893	25 Added 0.51%	4,892 $300,000
Q2 2022 Jul 20, 2022	BUY	$65.9 - $73.22 $1,779 - $1,976	27 Added 0.56%	4,867 $330,000
Q1 2022 Apr 25, 2022	BUY	$71.16 - $79.2 $1,707 - $1,900	24 Added 0.5%	4,840 $344,000
Q4 2021 Jan 24, 2022	BUY	$68.21 - $75.43 $1,705 - $1,885	25 Added 0.52%	4,816 $347,000
Q3 2021 Oct 19, 2021	BUY	$64.11 - $74.47 $1,538 - $1,787	24 Added 0.5%	4,791 $340,000
Q2 2021 Jul 20, 2021	BUY	$71.6 - $79.81 $1,360 - $1,516	19 Added 0.4%	4,767 $353,000
Q1 2021 May 10, 2021	BUY	$61.42 - $79.09 $1,228 - $1,581	20 Added 0.42%	4,748 $343,000
Q4 2020 Jan 27, 2021	BUY	$44.29 - $63.01 $1,107 - $1,575	25 Added 0.53%	4,728 $296,000
Q3 2020 Oct 27, 2020	BUY	$36.98 - $48.88 $173,916 - $229,882	4,703 New	4,703 $208,000
Q1 2020 Apr 24, 2020	SELL	$20.7 - $56.66 $95,613 - $261,712	-4,619 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$50.24 - $61.61 $1,004 - $1,232	20 Added 0.43%	4,619 $256,000
Q3 2019 Oct 22, 2019	BUY	$48.09 - $57.3 $1,106 - $1,317	23 Added 0.5%	4,599 $242,000
Q2 2019 Jul 29, 2019	BUY	$51.64 - $57.76 $1,136 - $1,270	22 Added 0.48%	4,576 $252,000
Q1 2019 Apr 30, 2019	BUY	$47.79 - $58.38 $908 - $1,109	19 Added 0.42%	4,554 $234,000
Q4 2018 Jan 31, 2019	BUY	$44.9 - $68.01 $493 - $748	11 Added 0.24%	4,535 $208,000
Q3 2018 Nov 07, 2018	BUY	$65.2 - $70.55 $586 - $634	9 Added 0.2%	4,524 $300,000
Q2 2018 Jul 17, 2018	BUY	$66.8 - $78.6 $301,602 - $354,879	4,515 New	4,515 $302,000

Others Institutions Holding IBTX

# of Institutions

218

Shares Held

28.1M

Call Options Held

Put Options Held

6.8K

View Full List

About Independent Bank Group, Inc.

Ticker IBTX
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 41,196,200
Market Cap $2.5B
Description
Independent Bank Group, Inc. operates as the bank holding company for Independent Bank that provides various commercial banking products and services to businesses, professionals, and individuals in the United States. It accepts various deposit products, including checking and savings accounts, demand deposits, money market accounts, and certifi...

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Segment Wealth Management, LLC Independent Bank Group, Inc. Transaction History