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

JFS 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	-31	Closed	-$1.88K	–	2014
2024 Q4	$1.88K	Buy	31 +6	+24%	+$371	﹤0.01%	1501
2024 Q3	$1.44K	Buy	25 +1	+4%	+$55	﹤0.01%	1602
2024 Q2	$1.09K	Hold	24	–	–	﹤0.01%	1648
2024 Q1	$1.1K	Buy	24 +8	+50%	+$373	﹤0.01%	1637
2023 Q4	$815	Sell	16 -16	-50%	-$649	﹤0.01%	1695
2023 Q3	$1.27K	Buy	32 +13	+68%	+$531	﹤0.01%	1523
2023 Q2	$657	Buy	19 +15	+375%	+$557	﹤0.01%	1708
2023 Q1	$186	Sell	4 -24	-86%	-$1.36K	﹤0.01%	1834
2022 Q4	$1.68K	Sell	28 -11	-28%	-$699	﹤0.01%	1434
2022 Q3	$2K	Sell	39 -6	-13%	-$414	﹤0.01%	1455
2022 Q2	$3K	Buy	45 +16	+55%	+$1.12K	﹤0.01%	1265
2022 Q1	$2K	Buy	29 +18	+164%	+$1.37K	﹤0.01%	1552
2021 Q4	$1K	Buy	+11	New	+$795	﹤0.01%	1682

Other funds holding IBTX

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

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

JFS Wealth Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 31 shares — an estimated $1.88K sold.

JFS Wealth Advisors first reported a position in IBTX in Q4 2021 and held it in 13 quarters. The position peaked at $3K in Q2 2022. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

JFS Wealth Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
JFS Wealth Advisors sold 31 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1.88K.
JFS Wealth Advisors first reported a position in Independent Bank Group, Inc. in Q4 2021 and held it in 13 quarters.
JFS Wealth Advisors's Independent Bank Group, Inc. position peaked at $3K in Q2 2022.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.