Linscomb Wealth’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 |
-27,160
| Closed | -$1.65M | – | 304 |
|
|
2024
Q4 | $1.65M | Hold |
27,160
| – | – | 0.08% | 147 |
|
|
2024
Q3 | $1.57M | Hold |
27,160
| – | – | 0.08% | 146 |
|
|
2024
Q2 | $1.24M | Hold |
27,160
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $1.24M | Hold |
27,160
| – | – | 0.06% | 147 |
|
|
2023
Q4 | $1.38M | Hold |
27,160
| – | – | 0.08% | 143 |
|
|
2023
Q3 | $1.07M | Hold |
27,160
| – | – | 0.06% | 153 |
|
|
2023
Q2 | $938K | Hold |
27,160
| – | – | 0.05% | 162 |
|
|
2023
Q1 | $1.26M | Hold |
27,160
| – | – | 0.07% | 149 |
|
|
2022
Q4 | $1.63M | Hold |
27,160
| – | – | 0.08% | 144 |
|
|
2022
Q3 | $1.67M | Hold |
27,160
| – | – | 0.1% | 131 |
|
|
2022
Q2 | $1.84M | Hold |
27,160
| – | – | 0.11% | 128 |
|
|
2022
Q1 | $1.93M | Sell |
27,160
-195
| -0.7% | -$14.8K | 0.09% | 136 |
|
|
2021
Q4 | $1.97M | Hold |
27,355
| – | – | 0.09% | 132 |
|
|
2021
Q3 | $1.94M | Sell |
27,355
-4,136
| -13% | -$288K | 0.1% | 128 |
|
|
2021
Q2 | $2.33M | Sell |
31,491
-5,625
| -15% | -$426K | 0.12% | 116 |
|
|
2021
Q1 | $2.68M | Hold |
37,116
| – | – | 0.15% | 106 |
|
|
2020
Q4 | $2.32M | Hold |
37,116
| – | – | 0.14% | 109 |
|
|
2020
Q3 | $1.64M | Hold |
37,116
| – | – | 0.11% | 117 |
|
|
2020
Q2 | $1.5M | Hold |
37,116
| – | – | 0.11% | 116 |
|
|
2020
Q1 | $879K | Buy |
37,116
+1,953
| +6% | +$89.7K | 0.08% | 156 |
|
|
2019
Q4 | $1.95M | Sell |
35,163
-429
| -1% | -$23.8K | 0.13% | 108 |
|
|
2019
Q3 | $1.87M | Hold |
35,592
| – | – | 0.15% | 90 |
|
|
2019
Q2 | $1.96M | Hold |
35,592
| – | – | 0.16% | 89 |
|
|
2019
Q1 | $1.83M | Hold |
35,592
| – | – | 0.15% | 89 |
|
|
2018
Q4 | $1.63M | Hold |
35,592
| – | – | 0.15% | 91 |
|
|
2018
Q3 | $2.36M | Hold |
35,592
| – | – | 0.19% | 80 |
|
|
2018
Q2 | $2.38M | Hold |
35,592
| – | – | 0.2% | 80 |
|
|
2018
Q1 | $2.52M | Hold |
35,592
| – | – | 0.21% | 74 |
|
|
2017
Q4 | $2.41M | Sell |
35,592
-365
| -1% | -$23.6K | 0.2% | 79 |
|
|
2017
Q3 | $2.17M | Hold |
35,957
| – | – | 0.19% | 80 |
|
|
2017
Q2 | $2.14M | Hold |
35,957
| – | – | 0.19% | 82 |
|
|
2017
Q1 | $2.31M | Sell |
35,957
-25,532
| -42% | -$1.61M | 0.21% | 75 |
|
|
2016
Q4 | $3.84M | Buy |
61,489
+25,532
| +71% | +$1.38M | 0.36% | 44 |
|
|
2016
Q3 | $1.59M | Hold |
35,957
| – | – | 0.15% | 84 |
|
|
2016
Q2 | $1.54M | Hold |
35,957
| – | – | 0.16% | 84 |
|
|
2016
Q1 | $985K | Hold |
35,957
| – | – | 0.11% | 106 |
|
|
2015
Q4 | $1.15M | Hold |
35,957
| – | – | 0.13% | 94 |
|
|
2015
Q3 | $1.38M | Hold |
35,957
| – | – | 0.16% | 82 |
|
|
2015
Q2 | $1.54M | Hold |
35,957
| – | – | 0.17% | 86 |
|
|
2015
Q1 | $1.4M | Buy |
35,957
+1,595
| +5% | +$56.9K | 0.15% | 95 |
|
|
2014
Q4 | $1.34M | Buy |
+34,362
| New | +$1.49M | 0.15% | 97 |
|
Other funds holding IBTX
Linscomb Wealth's IBTX Position: Q1 2025 in Review
Linscomb Wealth sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 27,160 shares — an estimated $1.65M sold.
Linscomb Wealth first reported a position in IBTX in Q4 2014 and held it in 41 quarters. The position peaked at $3.84M in Q4 2016. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- Linscomb Wealth reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- Linscomb Wealth sold 27,160 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1.65M.
- Linscomb Wealth first reported a position in Independent Bank Group, Inc. in Q4 2014 and held it in 41 quarters.
- Linscomb Wealth's Independent Bank Group, Inc. position peaked at $3.84M in Q4 2016.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on Linscomb Wealth's 13F filing for Q1 2025, filed 12 May 2025.