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INDEPENDENT FINANCIAL GROUP, LLC → TEX
INDEPENDENT FINANCIAL GROUP, LLC TEX Position History
Terex Corporation • Industrials
Quarters held
6
Latest value
$229K
Q3 2026
Peak value
$509K
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $468K |
| Q1 2024 | $509K |
| Q1 2026 | $258K |
| Q1 2026 | $258K |
| Q2 2026 | $316K |
| Q3 2026 | $229K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $229K | 4.4K | — | — |
| Q2 2026 | $316K | 4.4K | — | — |
| Q1 2026 | $258K | 4.4K | — | — |
| Q1 2026 | $258K | 4.4K | — | — |
| Q1 2024 | $509K | 7.9K | — | — |
| Q4 2023 | $468K | 8.2K | — | — |
Other funds holding TEX
$338.8M
$319.3M
$316.7M
$316.7M
$310.7M
$310.7M
$303.9M