Algert Global’s Independent Bank Group, Inc. IBTX Stock Holding History

Algert Global’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	-7,126	Closed	-$432K	–	1371
2024 Q4	$432K	Buy	7,126 +3,381	+90%	+$209K	0.01%	940
2024 Q3	$216K	Buy	+3,745	New	+$205K	0.01%	1064
2023 Q1	–	Sell	-11,301	Closed	-$679K	–	1373
2022 Q4	$679K	Hold	11,301	–	–	0.04%	710
2022 Q3	$694K	Buy	11,301 +3,432	+44%	+$237K	0.04%	699
2022 Q2	$534K	Hold	7,869	–	–	0.04%	733
2022 Q1	$560K	Buy	+7,869	New	+$599K	0.04%	766
2021 Q4	–	Sell	-18,517	Closed	-$1.31M	–	1183
2021 Q3	$1.31M	Buy	18,517 +14,520	+363%	+$1.01M	0.18%	140
2021 Q2	$296K	Buy	+3,997	New	+$303K	0.1%	290

Other funds holding IBTX

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

Algert Global's IBTX Position: Q1 2025 in Review

Algert Global sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 7,126 shares — an estimated $432K sold.

Algert Global first reported a position in IBTX in Q2 2021 and held it in 8 quarters. The position peaked at $1.31M in Q3 2021. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Algert Global reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Algert Global sold 7,126 Independent Bank Group, Inc. shares in Q1 2025, an estimated $432K.
Algert Global first reported a position in Independent Bank Group, Inc. in Q2 2021 and held it in 8 quarters.
Algert Global's Independent Bank Group, Inc. position peaked at $1.31M in Q3 2021.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.