Kestra Advisory Services’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
-16,537
Closed -$1M – 2928
2024
Q4
$1M Sell
16,537
-1,289
-7% -$79.8K 0.01% 1422
2024
Q3
$1.03M Buy
17,826
+31
+0.2% +$1.69K 0.01% 1312
2024
Q2
$810K Buy
17,795
+6,896
+63% +$294K ﹤0.01% 1457
2024
Q1
$498K Buy
10,899
+167
+2% +$7.79K ﹤0.01% 1673
2023
Q4
$546K Buy
10,732
+1,244
+13% +$50.5K ﹤0.01% 1477
2023
Q3
$375K Buy
9,488
+2,446
+35% +$99.8K ﹤0.01% 1529
2023
Q2
$243K Buy
+7,042
New +$261K ﹤0.01% 1781

Other funds holding IBTX

Kestra Advisory Services's IBTX Position: Q1 2025 in Review

Kestra Advisory Services sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 16,537 shares — an estimated $1M sold.

Kestra Advisory Services first reported a position in IBTX in Q2 2023 and held it in 7 quarters. The position peaked at $1.03M in Q3 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Kestra Advisory Services reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 16,537 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1M.
  • Kestra Advisory Services first reported a position in Independent Bank Group, Inc. in Q2 2023 and held it in 7 quarters.
  • Kestra Advisory Services's Independent Bank Group, Inc. position peaked at $1.03M in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Kestra Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.