Capital Advisors Ltd’s Independent Bank Group, Inc. IBTX Stock Holding History

Capital Advisors Ltd’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	-21	Closed	-$1K	–	1637
2024 Q4	$1K	Hold	21	–	–	﹤0.01%	1339
2024 Q3	$1K	Hold	21	–	–	﹤0.01%	1338
2024 Q2	$1K	Sell	21 -1	-5%	-$43	﹤0.01%	1339
2024 Q1	$1K	Buy	22 +2	+10%	+$93	﹤0.01%	1321
2023 Q4	$1K	Hold	20	–	–	﹤0.01%	1261
2023 Q3	$1K	Hold	20	–	–	﹤0.01%	1253
2023 Q2	$1K	Buy	+20	New	+$742	﹤0.01%	1256

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Advisors Ltd's IBTX Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 21 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in IBTX in Q2 2023 and held it in 7 quarters. The position peaked at $1K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Capital Advisors Ltd reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Capital Advisors Ltd sold 21 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1K.
Capital Advisors Ltd first reported a position in Independent Bank Group, Inc. in Q2 2023 and held it in 7 quarters.
Capital Advisors Ltd's Independent Bank Group, Inc. position peaked at $1K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.