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Bell Investment Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Bell Investment Advisors’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
-16
Closed -$971 – 1968
2024
Q4 		$971 Hold
16
– – ﹤0.01% 1595
2024
Q3 		$923 Hold
16
– – ﹤0.01% 1616
2024
Q2 		$729 Hold
16
– – ﹤0.01% 1688
2024
Q1 		$731 Hold
16
– – ﹤0.01% 1690
2023
Q4 		$815 Sell
16
-32
-67% -$1.3K ﹤0.01% 1642
2023
Q3 		$1.9K Sell
48
-21
-30% -$857 ﹤0.01% 1300
2023
Q2 		$2.38K Buy
69
+14
+25% +$520 ﹤0.01% 1213
2023
Q1 		$2.55K Buy
55
+47
+588% +$2.67K ﹤0.01% 1124
2022
Q4 		$481 Buy
+8
New +$508 ﹤0.01% 1864

Other funds holding IBTX

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Bell Investment Advisors's IBTX Position: Q1 2025 in Review

Bell Investment Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 16 shares — an estimated $971 sold.

Bell Investment Advisors first reported a position in IBTX in Q4 2022 and held it in 9 quarters. The position peaked at $2.55K in Q1 2023. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Bell Investment Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 16 Independent Bank Group, Inc. shares in Q1 2025, an estimated $971.
  • Bell Investment Advisors first reported a position in Independent Bank Group, Inc. in Q4 2022 and held it in 9 quarters.
  • Bell Investment Advisors's Independent Bank Group, Inc. position peaked at $2.55K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.