AHC
IBTX

Adell Harriman & Carpenter’s Independent Bank Group, Inc. IBTX Stock Holding History

Adell Harriman & Carpenter’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,772
Closed -$472K – 176
2024
Q4 		$472K Hold
7,772
– – 0.03% 123
2024
Q3 		$448K Hold
7,772
– – 0.03% 129
2024
Q2 		$354K Hold
7,772
– – 0.03% 137
2024
Q1 		$355K Hold
7,772
– – 0.03% 137
2023
Q4 		$395K Hold
7,772
– – 0.04% 128
2023
Q3 		$307K Hold
7,772
– – 0.03% 143
2023
Q2 		$280K Hold
7,772
– – 0.03% 148
2023
Q1 		$360K Hold
7,772
– – 0.04% 139
2022
Q4 		$467K Hold
7,772
– – 0.05% 125
2022
Q3 		$477K Hold
7,772
– – 0.06% 126
2022
Q2 		$528K Hold
7,772
– – 0.06% 102
2022
Q1 		$553K Hold
7,772
– – 0.05% 126
2021
Q4 		$561K Hold
7,772
– – 0.05% 126
2021
Q3 		$552K Hold
7,772
– – 0.06% 126
2021
Q2 		$575K Sell
7,772
-200
-3% -$15.2K 0.06% 123
2021
Q1 		$576K Hold
7,972
– – 0.07% 113
2020
Q4 		$498K Sell
7,972
-100
-1% -$5.53K 0.07% 112
2020
Q3 		$357K Hold
8,072
– – 0.05% 124
2020
Q2 		$327K Sell
8,072
-700
-8% -$22.7K 0.06% 106
2020
Q1 		$208K Sell
8,772
-1,400
-14% -$64.3K 0.04% 123
2019
Q4 		$564K Sell
10,172
-300
-3% -$16.7K 0.09% 105
2019
Q3 		$551K Hold
10,472
– – 0.1% 107
2019
Q2 		$576K Sell
10,472
-300
-3% -$16.3K 0.11% 100
2019
Q1 		$552K Hold
10,772
– – 0.11% 98
2018
Q4 		$493K Sell
10,772
-700
-6% -$39.8K 0.11% 111
2018
Q3 		$761K Hold
11,472
– – 0.14% 103
2018
Q2 		$766K Hold
11,472
– – 0.15% 100
2018
Q1 		$811K Hold
11,472
– – 0.17% 92
2017
Q4 		$776K Hold
11,472
– – 0.16% 94
2017
Q3 		$692K Hold
11,472
– – 0.15% 96
2017
Q2 		$683K Sell
11,472
-200
-2% -$11.9K 0.15% 97
2017
Q1 		$751K Sell
11,672
-200
-2% -$12.6K 0.17% 90
2016
Q4 		$741K Sell
11,872
-200
-2% -$10.8K 0.18% 87
2016
Q3 		$533K Hold
12,072
– – 0.14% 93
2016
Q2 		$518K Sell
12,072
-383
-3% -$13.6K 0.14% 95
2016
Q1 		$341K Hold
12,455
– – 0.09% 111
2015
Q4 		$399K Buy
+12,455
New +$477K 0.11% 104
2015
Q3 		– Sell
-12,455
Closed -$534K – 150
2015
Q2 		$534K Hold
12,455
– – 0.14% 106
2015
Q1 		$485K Hold
12,455
– – 0.13% 105
2014
Q4 		$486K Buy
12,455
+5,183
+71% +$225K 0.13% 100
2014
Q3 		$405K Hold
7,272
– – 0.11% 106
2014
Q2 		$405K Buy
+7,272
New +$383K 0.11% 106

Other funds holding IBTX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Adell Harriman & Carpenter's IBTX Position: Q1 2025 in Review

Adell Harriman & Carpenter sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 7,772 shares — an estimated $472K sold.

Adell Harriman & Carpenter first reported a position in IBTX in Q2 2014 and held it in 42 quarters. The position peaked at $811K in Q1 2018. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Adell Harriman & Carpenter reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 7,772 Independent Bank Group, Inc. shares in Q1 2025, an estimated $472K.
  • Adell Harriman & Carpenter first reported a position in Independent Bank Group, Inc. in Q2 2014 and held it in 42 quarters.
  • Adell Harriman & Carpenter's Independent Bank Group, Inc. position peaked at $811K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2025, filed 29 Apr 2025.