Stifel Financial’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 |
-4,455
| Closed | -$270K | – | 3587 |
|
|
2024
Q4 | $270K | Buy |
4,455
+20
| +0.5% | +$1.24K | ﹤0.01% | 3008 |
|
|
2024
Q3 | $256K | Sell |
4,435
-295
| -6% | -$16.1K | ﹤0.01% | 3034 |
|
|
2024
Q2 | $215K | Buy |
4,730
+341
| +8% | +$14.5K | ﹤0.01% | 3076 |
|
|
2024
Q1 | $200K | Hold |
4,389
| – | – | ﹤0.01% | 3097 |
|
|
2023
Q4 | $223K | Buy |
+4,389
| New | +$178K | ﹤0.01% | 3014 |
|
|
2023
Q2 | – | Sell |
-4,961
| Closed | -$230K | – | 3470 |
|
|
2023
Q1 | $230K | Buy |
4,961
+730
| +17% | +$41.5K | ﹤0.01% | 2965 |
|
|
2022
Q4 | $254K | Sell |
4,231
-26
| -0.6% | -$1.65K | ﹤0.01% | 2861 |
|
|
2022
Q3 | $261K | Buy |
4,257
+38
| +0.9% | +$2.62K | ﹤0.01% | 2809 |
|
|
2022
Q2 | $287K | Sell |
4,219
-7
| -0.2% | -$489 | ﹤0.01% | 2781 |
|
|
2022
Q1 | $301K | Sell |
4,226
-6,349
| -60% | -$483K | ﹤0.01% | 2882 |
|
|
2021
Q4 | $763K | Sell |
10,575
-811
| -7% | -$58.6K | ﹤0.01% | 2319 |
|
|
2021
Q3 | $809K | Sell |
11,386
-476
| -4% | -$33.1K | ﹤0.01% | 2257 |
|
|
2021
Q2 | $877K | Buy |
11,862
+2,371
| +25% | +$180K | ﹤0.01% | 2204 |
|
|
2021
Q1 | $686K | Buy |
9,491
+4,597
| +94% | +$322K | ﹤0.01% | 2276 |
|
|
2020
Q4 | $306K | Buy |
+4,894
| New | +$271K | ﹤0.01% | 2583 |
|
|
2020
Q1 | – | Sell |
-57,041
| Closed | -$3.16M | – | 3216 |
|
|
2019
Q4 | $3.16M | Buy |
57,041
+35,517
| +165% | +$1.97M | 0.01% | 1071 |
|
|
2019
Q3 | $1.14M | Sell |
21,524
-88
| -0.4% | -$4.65K | ﹤0.01% | 1667 |
|
|
2019
Q2 | $1.19M | Buy |
21,612
+1,254
| +6% | +$68.2K | ﹤0.01% | 1698 |
|
|
2019
Q1 | $1.04M | Buy |
20,358
+4,490
| +28% | +$242K | ﹤0.01% | 1629 |
|
|
2018
Q4 | $726K | Buy |
+15,868
| New | +$901K | ﹤0.01% | 1729 |
|
|
2018
Q2 | – | Sell |
-8,249
| Closed | -$586K | – | 2839 |
|
|
2018
Q1 | $586K | Buy |
8,249
+843
| +11% | +$60.6K | ﹤0.01% | 1878 |
|
|
2017
Q4 | $499K | Buy |
+7,406
| New | +$479K | ﹤0.01% | 1918 |
|
|
2015
Q1 | – | Sell |
-25,339
| Closed | -$990K | – | 2489 |
|
|
2014
Q4 | $990K | Buy |
+25,339
| New | +$1.1M | 0.01% | 1268 |
|
Other funds holding IBTX
Stifel Financial's IBTX Position: Q1 2025 in Review
Stifel Financial sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 4,455 shares — an estimated $270K sold.
Stifel Financial first reported a position in IBTX in Q4 2014 and held it in 23 quarters. The position peaked at $3.16M in Q4 2019. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- Stifel Financial reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- Stifel Financial sold 4,455 Independent Bank Group, Inc. shares in Q1 2025, an estimated $270K.
- Stifel Financial first reported a position in Independent Bank Group, Inc. in Q4 2014 and held it in 23 quarters.
- Stifel Financial's Independent Bank Group, Inc. position peaked at $3.16M in Q4 2019.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.