CAPTRUST Financial 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 |
-14,239
| Closed | -$864K | – | 2479 |
|
|
2024
Q4 | $864K | Buy |
14,239
+308
| +2% | +$19.1K | ﹤0.01% | 1304 |
|
|
2024
Q3 | $803K | Buy |
13,931
+1
| +0% | +$55 | ﹤0.01% | 1312 |
|
|
2024
Q2 | $634K | Buy |
13,930
+76
| +0.5% | +$3.24K | ﹤0.01% | 1396 |
|
|
2024
Q1 | $632K | Sell |
13,854
-2,885
| -17% | -$135K | ﹤0.01% | 1368 |
|
|
2023
Q4 | $852K | Buy |
16,739
+928
| +6% | +$37.7K | ﹤0.01% | 1376 |
|
|
2023
Q3 | $625K | Buy |
15,811
+325
| +2% | +$13.3K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $535K | Sell |
15,486
-672
| -4% | -$24.9K | ﹤0.01% | 1588 |
|
|
2023
Q1 | $749K | Buy |
16,158
+339
| +2% | +$19.3K | ﹤0.01% | 1189 |
|
|
2022
Q4 | $950K | Buy |
15,819
+322
| +2% | +$20.5K | ﹤0.01% | 1004 |
|
|
2022
Q3 | $951K | Sell |
15,497
-198
| -1% | -$13.7K | 0.01% | 936 |
|
|
2022
Q2 | $1.07M | Sell |
15,695
-1,714
| -10% | -$120K | 0.01% | 804 |
|
|
2022
Q1 | $1.24M | Buy |
17,409
+1,296
| +8% | +$98.6K | 0.01% | 760 |
|
|
2021
Q4 | $1.16M | Buy |
16,113
+15,194
| +1,653% | +$1.1M | 0.01% | 754 |
|
|
2021
Q3 | $65K | Buy |
919
+17
| +2% | +$1.18K | ﹤0.01% | 2412 |
|
|
2021
Q2 | $67K | Buy |
902
+19
| +2% | +$1.44K | ﹤0.01% | 2323 |
|
|
2021
Q1 | $64K | Buy |
883
+400
| +83% | +$28.1K | ﹤0.01% | 2269 |
|
|
2020
Q4 | $30K | Buy |
+483
| New | +$26.7K | ﹤0.01% | 2077 |
|
|
2020
Q3 | – | Sell |
-70
| Closed | -$3K | – | 3410 |
|
|
2020
Q2 | $3K | Buy |
+70
| New | +$2.27K | ﹤0.01% | 2561 |
|
Other funds holding IBTX
CAPTRUST Financial Advisors's IBTX Position: Q1 2025 in Review
CAPTRUST Financial Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 14,239 shares — an estimated $864K sold.
CAPTRUST Financial Advisors first reported a position in IBTX in Q2 2020 and held it in 18 quarters. The position peaked at $1.24M in Q1 2022. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- CAPTRUST Financial Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- CAPTRUST Financial Advisors sold 14,239 Independent Bank Group, Inc. shares in Q1 2025, an estimated $864K.
- CAPTRUST Financial Advisors first reported a position in Independent Bank Group, Inc. in Q2 2020 and held it in 18 quarters.
- CAPTRUST Financial Advisors's Independent Bank Group, Inc. position peaked at $1.24M in Q1 2022.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.