DiNuzzo Private Wealth’s Independent Bank Group, Inc. IBTX Stock Holding History

DiNuzzo Private Wealth’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	-7	Closed	-$425	–	1437
2024 Q4	$425	Hold	7	–	–	﹤0.01%	1128
2024 Q3	$404	Hold	7	–	–	﹤0.01%	1172
2024 Q2	$319	Buy	7 +1	+17%	+$43	﹤0.01%	1170
2024 Q1	$274	Sell	6 -1	-14%	-$47	﹤0.01%	1149
2023 Q4	$357	Buy	+7	New	+$284	﹤0.01%	1087

Other funds holding IBTX

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

DiNuzzo Private Wealth's IBTX Position: Q1 2025 in Review

DiNuzzo Private Wealth sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 7 shares — an estimated $425 sold.

DiNuzzo Private Wealth first reported a position in IBTX in Q4 2023 and held it in 5 quarters. The position peaked at $425 in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

DiNuzzo Private Wealth reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
DiNuzzo Private Wealth sold 7 Independent Bank Group, Inc. shares in Q1 2025, an estimated $425.
DiNuzzo Private Wealth first reported a position in Independent Bank Group, Inc. in Q4 2023 and held it in 5 quarters.
DiNuzzo Private Wealth's Independent Bank Group, Inc. position peaked at $425 in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.