HFS
IBTX

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

Howard Financial Services’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
-26,997
Closed -$1.64M – 199
2024
Q4 		$1.64M Sell
26,997
-935
-3% -$57.9K 0.22% 48
2024
Q3 		$1.61M Hold
27,932
– – 0.23% 45
2024
Q2 		$1.27M Buy
27,932
+234
+0.8% +$9.98K 0.21% 48
2024
Q1 		$1.26M Buy
27,698
+216
+0.8% +$10.1K 0.22% 48
2023
Q4 		$1.4M Buy
27,482
+128
+0.5% +$5.19K 0.27% 46
2023
Q3 		$1.08M Buy
27,354
+234
+0.9% +$9.55K 0.25% 48
2023
Q2 		$936K Buy
27,120
+282
+1% +$10.5K 0.22% 49
2023
Q1 		$1.24M Buy
26,838
+158
+0.6% +$8.98K 0.3% 38
2022
Q4 		$1.6M Buy
26,680
+69
+0.3% +$4.38K 0.42% 33
2022
Q3 		$1.63M Buy
26,611
+130
+0.5% +$8.97K 0.53% 31
2022
Q2 		$1.8M Buy
26,481
+140
+0.5% +$9.77K 0.61% 22
2022
Q1 		$1.87M Buy
26,341
+125
+0.5% +$9.51K 0.56% 21
2021
Q4 		$1.89M Sell
26,216
-41
-0.2% -$2.96K 0.57% 21
2021
Q3 		$1.86M Buy
26,257
+25
+0.1% +$1.74K 0.7% 19
2021
Q2 		$1.94M Buy
26,232
+21
+0.1% +$1.59K 0.76% 18
2021
Q1 		$1.89M Buy
26,211
+22
+0.1% +$1.54K 0.85% 19
2020
Q4 		$1.64M Sell
26,189
-45
-0.2% -$2.49K 0.86% 20
2020
Q3 		$1.16M Buy
26,234
+27
+0.1% +$1.19K 0.75% 23
2020
Q2 		$1.06M Buy
26,207
+5,040
+24% +$163K 0.75% 23
2020
Q1 		$501K Hold
21,167
– – 0.44% 34
2019
Q4 		$1.17M Sell
21,167
-93
-0.4% -$5.16K 0.72% 27
2019
Q3 		$1.12M Hold
21,260
– – 0.74% 29
2019
Q2 		$1.17M Hold
21,260
– – 0.8% 28
2019
Q1 		$1.09M Buy
21,260
+103
+0.5% +$5.54K 0.77% 29
2018
Q4 		$968K Buy
+21,157
New +$1.2M 0.74% 28

Other funds holding IBTX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Howard Financial Services's IBTX Position: Q1 2025 in Review

Howard Financial Services sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 26,997 shares — an estimated $1.64M sold.

Howard Financial Services first reported a position in IBTX in Q4 2018 and held it in 25 quarters. The position peaked at $1.94M in Q2 2021. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Howard Financial Services reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Howard Financial Services sold 26,997 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1.64M.
  • Howard Financial Services first reported a position in Independent Bank Group, Inc. in Q4 2018 and held it in 25 quarters.
  • Howard Financial Services's Independent Bank Group, Inc. position peaked at $1.94M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Howard Financial Services's 13F filing for Q1 2025, filed 7 Apr 2025.