ECM
IBTX

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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.