Callahan Advisors’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 |
-5,095
| Closed | -$309K | – | 175 |
|
|
2024
Q4 | $309K | Buy |
5,095
+1
| +0% | +$62 | 0.03% | 141 |
|
|
2024
Q3 | $294K | Buy |
5,094
+1
| +0% | +$55 | 0.03% | 126 |
|
|
2024
Q2 | $232K | Hold |
5,093
| – | – | 0.02% | 133 |
|
|
2024
Q1 | $232K | Buy |
5,093
+1
| +0% | +$47 | 0.02% | 135 |
|
|
2023
Q4 | $259K | Buy |
5,092
+1
| +0% | +$41 | 0.03% | 128 |
|
|
2023
Q3 | $201K | Buy |
+5,091
| New | +$208K | 0.03% | 138 |
|
|
2023
Q2 | – | Sell |
-5,089
| Closed | -$236K | – | 142 |
|
|
2023
Q1 | $236K | Hold |
5,089
| – | – | 0.03% | 131 |
|
|
2022
Q4 | $306K | Buy |
5,089
+1
| +0% | +$64 | 0.04% | 126 |
|
|
2022
Q3 | $312K | Sell |
5,088
-247
| -5% | -$17K | 0.04% | 125 |
|
|
2022
Q2 | $362K | Sell |
5,335
-249
| -4% | -$17.4K | 0.05% | 122 |
|
|
2022
Q1 | $397K | Hold |
5,584
| – | – | 0.05% | 123 |
|
|
2021
Q4 | $403K | Sell |
5,584
-1,634
| -23% | -$118K | 0.05% | 121 |
|
|
2021
Q3 | $513K | Hold |
7,218
| – | – | 0.06% | 116 |
|
|
2021
Q2 | $534K | Buy |
7,218
+4,386
| +155% | +$332K | 0.07% | 116 |
|
|
2021
Q1 | $205K | Buy |
+2,832
| New | +$199K | 0.03% | 140 |
|
|
2014
Q4 | – | Sell |
-4,773
| Closed | -$226K | – | 123 |
|
|
2014
Q3 | $226K | Buy |
4,773
+6
| +0.1% | +$300 | 0.07% | 114 |
|
|
2014
Q2 | $265K | Buy |
+4,767
| New | +$251K | 0.08% | 111 |
|
Other funds holding IBTX
Callahan Advisors's IBTX Position: Q1 2025 in Review
Callahan Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 5,095 shares — an estimated $309K sold.
Callahan Advisors first reported a position in IBTX in Q2 2014 and held it in 17 quarters. The position peaked at $534K in Q2 2021. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- Callahan Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- Callahan Advisors sold 5,095 Independent Bank Group, Inc. shares in Q1 2025, an estimated $309K.
- Callahan Advisors first reported a position in Independent Bank Group, Inc. in Q2 2014 and held it in 17 quarters.
- Callahan Advisors's Independent Bank Group, Inc. position peaked at $534K in Q2 2021.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on Callahan Advisors's 13F filing for Q1 2025, filed 1 May 2025.