Evergreen Capital Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Evergreen Capital Management’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	-5,135	Closed	-$312K	–	1200
2024 Q4	$312K	Buy	5,135 +14	+0.3%	+$867	0.01%	716
2024 Q3	$295K	Buy	5,121 +92	+2%	+$5.03K	0.01%	721
2024 Q2	$229K	Sell	5,029 -40	-0.8%	-$1.71K	0.01%	787
2024 Q1	$231K	Sell	5,069 -147	-3%	-$6.86K	0.01%	732
2023 Q4	$265K	Buy	5,216 +65	+1%	+$2.64K	0.01%	648
2023 Q3	$204K	Buy	+5,151	New	+$210K	0.01%	706
2022 Q3	–	Sell	-3,096	Closed	-$210K	–	642
2022 Q2	$210K	Sell	3,096 -1,437	-32%	-$100K	0.01%	514
2022 Q1	$323K	Buy	4,533 +443	+11%	+$33.7K	0.01%	466
2021 Q4	$295K	Sell	4,090 -143	-3%	-$10.3K	0.01%	485
2021 Q3	$301K	Buy	4,233 +83	+2%	+$5.78K	0.01%	436
2021 Q2	$307K	Buy	4,150 +609	+17%	+$46.1K	0.01%	411
2021 Q1	$256K	Buy	+3,541	New	+$248K	0.01%	431

Other funds holding IBTX

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

Evergreen Capital Management's IBTX Position: Q1 2025 in Review

Evergreen Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 5,135 shares — an estimated $312K sold.

Evergreen Capital Management first reported a position in IBTX in Q1 2021 and held it in 12 quarters. The position peaked at $323K in Q1 2022. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Evergreen Capital Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Evergreen Capital Management sold 5,135 Independent Bank Group, Inc. shares in Q1 2025, an estimated $312K.
Evergreen Capital Management first reported a position in Independent Bank Group, Inc. in Q1 2021 and held it in 12 quarters.
Evergreen Capital Management's Independent Bank Group, Inc. position peaked at $323K in Q1 2022.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.