Rothschild Investment LLC’s Independent Bank Group, Inc. IBTX Stock Holding History

Rothschild Investment 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	-40	Closed	-$2.43K	–	3124
2024 Q4	$2.43K	Buy	40 +10	+33%	+$619	﹤0.01%	1692
2024 Q3	$1.73K	Buy	30 +25	+500%	+$1.37K	﹤0.01%	1806
2024 Q2	$228	Hold	5	–	–	﹤0.01%	2443
2024 Q1	$228	Buy	+5	New	+$233	﹤0.01%	1689

Other funds holding IBTX

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

Rothschild Investment LLC's IBTX Position: Q1 2025 in Review

Rothschild Investment LLC sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 40 shares — an estimated $2.43K sold.

Rothschild Investment LLC first reported a position in IBTX in Q1 2024 and held it in 4 quarters. The position peaked at $2.43K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Rothschild Investment LLC reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Rothschild Investment LLC sold 40 Independent Bank Group, Inc. shares in Q1 2025, an estimated $2.43K.
Rothschild Investment LLC first reported a position in Independent Bank Group, Inc. in Q1 2024 and held it in 4 quarters.
Rothschild Investment LLC's Independent Bank Group, Inc. position peaked at $2.43K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.