Collier Financial’s Independent Bank Group, Inc. IBTX Stock Holding History

Collier Financial’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	-1,231	Closed	-$74.7K	–	130
2024 Q4	$74.7K	Buy	+1,231	New	+$76.2K	0.07%	59

Other funds holding IBTX

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

Collier Financial's IBTX Position: Q1 2025 in Review

Collier Financial sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 1,231 shares — an estimated $74.7K sold.

Collier Financial first reported a position in IBTX in Q4 2024 and held it in 1 quarter. The position peaked at $74.7K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Collier Financial reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Collier Financial sold 1,231 Independent Bank Group, Inc. shares in Q1 2025, an estimated $74.7K.
Collier Financial first reported a position in Independent Bank Group, Inc. in Q4 2024 and held it in 1 quarter.
Collier Financial's Independent Bank Group, Inc. position peaked at $74.7K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Collier Financial's 13F filing for Q1 2025, filed 15 Apr 2025.