SAM
IBTX

Smartleaf Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Smartleaf Asset Management’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
-1,125
Closed -$67.9K – 3046
2024
Q4 		$67.9K Buy
1,125
+710
+171% +$44K 0.01% 1033
2024
Q3 		$23.5K Buy
415
+46
+12% +$2.51K ﹤0.01% 1259
2024
Q2 		$16.4K Buy
369
+250
+210% +$10.7K ﹤0.01% 1132
2024
Q1 		$5.45K Buy
+119
New +$5.55K ﹤0.01% 1184

Other funds holding IBTX

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

Smartleaf Asset Management's IBTX Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 1,125 shares — an estimated $67.9K sold.

Smartleaf Asset Management first reported a position in IBTX in Q1 2024 and held it in 4 quarters. The position peaked at $67.9K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Smartleaf Asset Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 1,125 Independent Bank Group, Inc. shares in Q1 2025, an estimated $67.9K.
  • Smartleaf Asset Management first reported a position in Independent Bank Group, Inc. in Q1 2024 and held it in 4 quarters.
  • Smartleaf Asset Management's Independent Bank Group, Inc. position peaked at $67.9K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.