Bank of Montreal’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,409
| Closed | -$328K | – | 3806 |
|
|
2024
Q4 | $328K | Buy |
5,409
+340
| +7% | +$21.1K | ﹤0.01% | 2488 |
|
|
2024
Q3 | $288K | Buy |
5,069
+176
| +4% | +$9.62K | ﹤0.01% | 2805 |
|
|
2024
Q2 | $223K | Buy |
4,893
+160
| +3% | +$6.82K | ﹤0.01% | 2930 |
|
|
2024
Q1 | $217K | Buy |
4,733
+140
| +3% | +$6.53K | ﹤0.01% | 3003 |
|
|
2023
Q4 | $244K | Buy |
+4,593
| New | +$186K | ﹤0.01% | 2996 |
|
|
2023
Q2 | – | Sell |
-4,389
| Closed | -$254K | – | 4465 |
|
|
2023
Q1 | $254K | Buy |
+4,389
| New | +$249K | ﹤0.01% | 2877 |
|
|
2022
Q4 | – | Sell |
-3,352
| Closed | -$223 | – | 4609 |
|
|
2022
Q3 | $223 | Sell |
3,352
-115
| -3% | -$7.94K | ﹤0.01% | 3141 |
|
|
2022
Q2 | $235 | Sell |
3,467
-6,402
| -65% | -$447K | ﹤0.01% | 3175 |
|
|
2022
Q1 | $728K | Buy |
9,869
+146
| +2% | +$11.1K | ﹤0.01% | 2579 |
|
|
2021
Q4 | $705K | Sell |
9,723
-1,755
| -15% | -$127K | ﹤0.01% | 2169 |
|
|
2021
Q3 | $828K | Sell |
11,478
-216
| -2% | -$15K | ﹤0.01% | 2601 |
|
|
2021
Q2 | $870K | Buy |
11,694
+1,851
| +19% | +$140K | ﹤0.01% | 2568 |
|
|
2021
Q1 | $716K | Sell |
9,843
-427
| -4% | -$29.9K | ﹤0.01% | 2427 |
|
|
2020
Q4 | $685K | Buy |
10,270
+6,713
| +189% | +$372K | ﹤0.01% | 2525 |
|
|
2020
Q3 | $167K | Sell |
3,557
-880
| -20% | -$38.9K | ﹤0.01% | 2815 |
|
|
2020
Q2 | $163K | Buy |
4,437
+2,703
| +156% | +$87.5K | ﹤0.01% | 2830 |
|
|
2020
Q1 | $40K | Sell |
1,734
-5,737
| -77% | -$263K | ﹤0.01% | 2988 |
|
|
2019
Q4 | $414K | Buy |
7,471
+3,469
| +87% | +$193K | ﹤0.01% | 2776 |
|
|
2019
Q3 | $211K | Sell |
4,002
-1
| -0% | -$53 | ﹤0.01% | 2873 |
|
|
2019
Q2 | $220K | Buy |
4,003
+3,129
| +358% | +$170K | ﹤0.01% | 2869 |
|
|
2019
Q1 | $45K | Sell |
874
-256
| -23% | -$13.8K | ﹤0.01% | 3381 |
|
|
2018
Q4 | $52K | Buy |
1,130
+444
| +65% | +$25.2K | ﹤0.01% | 3266 |
|
|
2018
Q3 | $46K | Sell |
686
-4
| -0.6% | -$273 | ﹤0.01% | 3430 |
|
|
2018
Q2 | $46K | Buy |
690
+139
| +25% | +$10.1K | ﹤0.01% | 3448 |
|
|
2018
Q1 | $39K | Buy |
551
+11
| +2% | +$791 | ﹤0.01% | 3333 |
|
|
2017
Q4 | $37K | Buy |
540
+509
| +1,642% | +$32.9K | ﹤0.01% | 3388 |
|
|
2017
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 4068 |
|
|
2017
Q2 | $2K | Buy |
+31
| New | +$1.85K | ﹤0.01% | 4060 |
|
|
2016
Q2 | – | Sell |
-62
| Closed | -$2K | – | 4613 |
|
|
2016
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 4030 |
|
|
2015
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 4044 |
|
|
2015
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 3845 |
|
|
2015
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 3723 |
|
|
2015
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 3837 |
|
|
2014
Q4 | $2K | Buy |
+62
| New | +$2.69K | ﹤0.01% | 3884 |
|
|
2014
Q3 | – | Sell |
-90
| Closed | -$5K | – | 4932 |
|
|
2014
Q2 | $5K | Buy |
+90
| New | +$4.74K | ﹤0.01% | 4225 |
|
Other funds holding IBTX
Bank of Montreal's IBTX Position: Q1 2025 in Review
Bank of Montreal sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 5,409 shares — an estimated $328K sold.
Bank of Montreal first reported a position in IBTX in Q2 2014 and held it in 35 quarters. The position peaked at $870K in Q2 2021. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- Bank of Montreal reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- Bank of Montreal sold 5,409 Independent Bank Group, Inc. shares in Q1 2025, an estimated $328K.
- Bank of Montreal first reported a position in Independent Bank Group, Inc. in Q2 2014 and held it in 35 quarters.
- Bank of Montreal's Independent Bank Group, Inc. position peaked at $870K in Q2 2021.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.