IFP Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-193
| Closed | -$12.6K | – | 3498 |
|
|
2024
Q4 | $12.6K | Sell |
193
-7
| -4% | -$433 | ﹤0.01% | 2447 |
|
|
2024
Q3 | $11.5K | Buy |
+200
| New | +$10.9K | ﹤0.01% | 2366 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$10K | – | 4692 |
|
|
2022
Q4 | $10K | Sell |
3
-7
| -70% | -$445 | ﹤0.01% | 3424 |
|
|
2022
Q3 | $11K | Hold |
10
| – | – | ﹤0.01% | 3613 |
|
|
2022
Q2 | $11K | Hold |
10
| – | – | ﹤0.01% | 3370 |
|
|
2022
Q1 | $11K | Buy |
+10
| New | +$761 | ﹤0.01% | 3369 |
|
|
2020
Q1 | – | Sell |
-28
| Closed | -$1.29K | – | 3171 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 2584 |
|
|
2019
Q3 | $1K | Buy |
+28
| New | +$1.48K | ﹤0.01% | 3008 |
|
|
2019
Q1 | $69K | Buy |
1,350
+1,322
| +4,721% | +$71.1K | 0.01% | 835 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 3478 |
|
|
2018
Q3 | $2K | Buy |
+28
| New | +$1.91K | ﹤0.01% | 3633 |
|
|
2016
Q2 | – | Sell |
-1,350
| Closed | -$69K | – | 4306 |
|
|
2016
Q1 | $69K | Buy |
+1,350
| New | +$39.2K | 0.01% | 835 |
|
IFP Advisors's IBTX Position: Q1 2025 in Review
IFP Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 193 shares — an estimated $12.6K sold.
IFP Advisors first reported a position in IBTX in Q1 2016 and held it in 12 quarters. The position peaked at $69K in Q1 2019. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- IFP Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- IFP Advisors sold 193 Independent Bank Group, Inc. shares in Q1 2025, an estimated $12.6K.
- IFP Advisors first reported a position in Independent Bank Group, Inc. in Q1 2016 and held it in 12 quarters.
- IFP Advisors's Independent Bank Group, Inc. position peaked at $69K in Q1 2019.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.