Segment Wealth Management’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 |
-5,254
| Closed | -$319K | – | 293 |
|
|
2024
Q4 | $319K | Buy |
5,254
+32
| +0.6% | +$1.98K | 0.02% | 219 |
|
|
2024
Q3 | $301K | Buy |
5,222
+35
| +0.7% | +$1.91K | 0.02% | 224 |
|
|
2024
Q2 | $236K | Buy |
5,187
+46
| +0.9% | +$1.96K | 0.02% | 238 |
|
|
2024
Q1 | $235K | Buy |
5,141
+41
| +0.8% | +$1.91K | 0.02% | 235 |
|
|
2023
Q4 | $259K | Buy |
+5,100
| New | +$207K | 0.02% | 216 |
|
|
2023
Q2 | – | Sell |
-4,951
| Closed | -$229K | – | 223 |
|
|
2023
Q1 | $229K | Buy |
4,951
+31
| +0.6% | +$1.76K | 0.03% | 193 |
|
|
2022
Q4 | $296K | Buy |
4,920
+28
| +0.6% | +$1.78K | 0.03% | 177 |
|
|
2022
Q3 | $300K | Buy |
4,892
+25
| +0.5% | +$1.73K | 0.04% | 181 |
|
|
2022
Q2 | $330K | Buy |
4,867
+27
| +0.6% | +$1.89K | 0.04% | 176 |
|
|
2022
Q1 | $344K | Buy |
4,840
+24
| +0.5% | +$1.83K | 0.04% | 203 |
|
|
2021
Q4 | $347K | Buy |
4,816
+25
| +0.5% | +$1.81K | 0.04% | 197 |
|
|
2021
Q3 | $340K | Buy |
4,791
+24
| +0.5% | +$1.67K | 0.04% | 182 |
|
|
2021
Q2 | $353K | Buy |
4,767
+19
| +0.4% | +$1.44K | 0.04% | 186 |
|
|
2021
Q1 | $343K | Buy |
4,748
+20
| +0.4% | +$1.4K | 0.05% | 180 |
|
|
2020
Q4 | $296K | Buy |
4,728
+25
| +0.5% | +$1.38K | 0.04% | 179 |
|
|
2020
Q3 | $208K | Buy |
+4,703
| New | +$208K | 0.03% | 196 |
|
|
2020
Q1 | – | Sell |
-4,619
| Closed | -$256K | – | 237 |
|
|
2019
Q4 | $256K | Buy |
4,619
+20
| +0.4% | +$1.11K | 0.04% | 207 |
|
|
2019
Q3 | $242K | Buy |
4,599
+23
| +0.5% | +$1.22K | 0.05% | 184 |
|
|
2019
Q2 | $252K | Buy |
4,576
+22
| +0.5% | +$1.2K | 0.05% | 176 |
|
|
2019
Q1 | $234K | Buy |
4,554
+19
| +0.4% | +$1.02K | 0.05% | 182 |
|
|
2018
Q4 | $208K | Buy |
4,535
+11
| +0.2% | +$625 | 0.05% | 175 |
|
|
2018
Q3 | $300K | Buy |
4,524
+9
| +0.2% | +$615 | 0.07% | 164 |
|
|
2018
Q2 | $302K | Buy |
+4,515
| New | +$329K | 0.07% | 156 |
|
Other funds holding IBTX
Segment Wealth Management's IBTX Position: Q1 2025 in Review
Segment Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 5,254 shares — an estimated $319K sold.
Segment Wealth Management first reported a position in IBTX in Q2 2018 and held it in 23 quarters. The position peaked at $353K in Q2 2021. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- Segment Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- Segment Wealth Management sold 5,254 Independent Bank Group, Inc. shares in Q1 2025, an estimated $319K.
- Segment Wealth Management first reported a position in Independent Bank Group, Inc. in Q2 2018 and held it in 23 quarters.
- Segment Wealth Management's Independent Bank Group, Inc. position peaked at $353K in Q2 2021.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on Segment Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.