KDK Private Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

KDK Private Wealth 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	-17,175	Closed	-$1.04M	–	56
2024 Q4	$1.04M	Buy	+17,175	New	+$1.06M	1.08%	19

Other funds holding IBTX

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

KDK Private Wealth Management's IBTX Position: Q1 2025 in Review

KDK Private Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 17,175 shares — an estimated $1.04M sold.

KDK Private Wealth Management first reported a position in IBTX in Q4 2024 and held it in 1 quarter. The position peaked at $1.04M in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

KDK Private Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
KDK Private Wealth Management sold 17,175 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1.04M.
KDK Private Wealth Management first reported a position in Independent Bank Group, Inc. in Q4 2024 and held it in 1 quarter.
KDK Private Wealth Management's Independent Bank Group, Inc. position peaked at $1.04M in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on KDK Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.