Red Tortoise LLC’s Independent Bank Group, Inc. IBTX Stock Holding History

Red Tortoise LLC’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	-155	Closed	-$9.4K	–	640
2024 Q4	$9.4K	Hold	155	–	–	﹤0.01%	269
2024 Q3	$8.94K	Hold	155	–	–	﹤0.01%	274
2024 Q2	$7.06K	Hold	155	–	–	﹤0.01%	302
2024 Q1	$7.08K	Hold	155	–	–	﹤0.01%	290
2023 Q4	$7.89K	Hold	155	–	–	﹤0.01%	220
2023 Q3	$6.13K	Hold	155	–	–	﹤0.01%	241
2023 Q2	$5.35K	Buy	+155	New	+$5.75K	﹤0.01%	275

Other funds holding IBTX

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

Red Tortoise LLC's IBTX Position: Q1 2025 in Review

Red Tortoise LLC sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 155 shares — an estimated $9.4K sold.

Red Tortoise LLC first reported a position in IBTX in Q2 2023 and held it in 7 quarters. The position peaked at $9.4K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Red Tortoise LLC reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Red Tortoise LLC sold 155 Independent Bank Group, Inc. shares in Q1 2025, an estimated $9.4K.
Red Tortoise LLC first reported a position in Independent Bank Group, Inc. in Q2 2023 and held it in 7 quarters.
Red Tortoise LLC's Independent Bank Group, Inc. position peaked at $9.4K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Red Tortoise LLC's 13F filing for Q1 2025, filed 25 Apr 2025.