EWA
IBTX

EverSource Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

EverSource Wealth Advisors’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
-158
Closed -$9.59K – 4222
2024
Q4 		$9.59K Sell
158
-128
-45% -$7.92K ﹤0.01% 2019
2024
Q3 		$16.5K Hold
286
– – ﹤0.01% 1593
2024
Q2 		$16.9K Buy
286
+25
+10% +$1.07K ﹤0.01% 1586
2024
Q1 		$9.72K Buy
261
+8
+3% +$373 ﹤0.01% 1701
2023
Q4 		$12.9K Buy
253
+61
+32% +$2.48K ﹤0.01% 1444
2023
Q3 		$7.59K Buy
192
+33
+21% +$1.35K ﹤0.01% 1526
2023
Q2 		$5.49K Sell
159
-33
-17% -$1.23K ﹤0.01% 1693
2023
Q1 		$8.9K Buy
+192
New +$10.9K ﹤0.01% 1416
2022
Q4 		– Sell
-1,864
Closed -$115K – 2474
2022
Q3 		$115K Buy
1,864
+1,572
+538% +$108K 0.03% 396
2022
Q2 		$20K Buy
292
+94
+47% +$6.56K 0.01% 834
2022
Q1 		$14K Hold
198
– – ﹤0.01% 863
2021
Q4 		$14K Buy
+198
New +$14.3K ﹤0.01% 837

Other funds holding IBTX

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

EverSource Wealth Advisors's IBTX Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 158 shares — an estimated $9.59K sold.

EverSource Wealth Advisors first reported a position in IBTX in Q4 2021 and held it in 12 quarters. The position peaked at $115K in Q3 2022. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 158 Independent Bank Group, Inc. shares in Q1 2025, an estimated $9.59K.
  • EverSource Wealth Advisors first reported a position in Independent Bank Group, Inc. in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Independent Bank Group, Inc. position peaked at $115K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.