United Capital Financial Advisors’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 |
-5,657
| Closed | -$343K | – | 1121 |
|
|
2024
Q4 | $343K | Sell |
5,657
-100
| -2% | -$6.19K | ﹤0.01% | 843 |
|
|
2024
Q3 | $332K | Sell |
5,757
-93
| -2% | -$5.08K | ﹤0.01% | 839 |
|
|
2024
Q2 | $266K | Buy |
5,850
+728
| +14% | +$31K | ﹤0.01% | 892 |
|
|
2024
Q1 | $234K | Sell |
5,122
-127
| -2% | -$5.92K | ﹤0.01% | 963 |
|
|
2023
Q4 | $267K | Buy |
+5,249
| New | +$213K | ﹤0.01% | 912 |
|
|
2023
Q1 | – | Sell |
-3,412
| Closed | -$205K | – | 1100 |
|
|
2022
Q4 | $205K | Sell |
3,412
-20
| -0.6% | -$1.27K | ﹤0.01% | 982 |
|
|
2022
Q3 | $211K | Sell |
3,432
-16
| -0.5% | -$1.1K | ﹤0.01% | 1010 |
|
|
2022
Q2 | $234K | Sell |
3,448
-1,082
| -24% | -$75.5K | ﹤0.01% | 1012 |
|
|
2022
Q1 | $322K | Buy |
4,530
+5
| +0.1% | +$380 | ﹤0.01% | 968 |
|
|
2021
Q4 | $326K | Sell |
4,525
-9,794
| -68% | -$708K | ﹤0.01% | 1004 |
|
|
2021
Q3 | $1.02M | Buy |
14,319
+53
| +0.4% | +$3.69K | 0.01% | 678 |
|
|
2021
Q2 | $1.05M | Sell |
14,266
-953
| -6% | -$72.2K | 0.01% | 683 |
|
|
2021
Q1 | $1.1M | Sell |
15,219
-1,848
| -11% | -$130K | 0.01% | 640 |
|
|
2020
Q4 | $1.07M | Sell |
17,067
-7,931
| -32% | -$439K | 0.01% | 658 |
|
|
2020
Q3 | $1.1M | Buy |
24,998
+99
| +0.4% | +$4.38K | 0.01% | 634 |
|
|
2020
Q2 | $1.01M | Sell |
24,899
-54
| -0.2% | -$1.75K | 0.01% | 666 |
|
|
2020
Q1 | $591K | Sell |
24,953
-15,523
| -38% | -$713K | ﹤0.01% | 766 |
|
|
2019
Q4 | $2.24M | Sell |
40,476
-2,560
| -6% | -$142K | 0.01% | 585 |
|
|
2019
Q3 | $2.26M | Buy |
43,036
+3,119
| +8% | +$165K | 0.02% | 564 |
|
|
2019
Q2 | $2.19M | Buy |
39,917
+3,737
| +10% | +$203K | 0.01% | 595 |
|
|
2019
Q1 | $1.86M | Buy |
36,180
+24,035
| +198% | +$1.29M | 0.01% | 608 |
|
|
2018
Q4 | $556K | Buy |
12,145
+386
| +3% | +$21.9K | ﹤0.01% | 887 |
|
|
2018
Q3 | $780K | Buy |
11,759
+2,675
| +29% | +$183K | 0.01% | 848 |
|
|
2018
Q2 | $607K | Buy |
9,084
+763
| +9% | +$55.7K | ﹤0.01% | 900 |
|
|
2018
Q1 | $588K | Buy |
8,321
+312
| +4% | +$22.4K | ﹤0.01% | 919 |
|
|
2017
Q4 | $541K | Buy |
8,009
+40
| +0.5% | +$2.59K | ﹤0.01% | 940 |
|
|
2017
Q3 | $481K | Buy |
7,969
+694
| +10% | +$40.4K | ﹤0.01% | 970 |
|
|
2017
Q2 | $433K | Buy |
7,275
+1,168
| +19% | +$69.7K | ﹤0.01% | 967 |
|
|
2017
Q1 | $393K | Buy |
6,107
+2,227
| +57% | +$140K | ﹤0.01% | 968 |
|
|
2016
Q4 | $242K | Sell |
3,880
-55,167
| -93% | -$2.98M | ﹤0.01% | 1116 |
|
|
2016
Q3 | $2.61M | Sell |
59,047
-2,324
| -4% | -$99.9K | 0.03% | 521 |
|
|
2016
Q2 | $2.64M | Sell |
61,371
-6,543
| -10% | -$233K | 0.03% | 495 |
|
|
2016
Q1 | $1.86M | Buy |
+67,914
| New | +$1.97M | 0.02% | 549 |
|
Other funds holding IBTX
United Capital Financial Advisors's IBTX Position: Q1 2025 in Review
United Capital Financial Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 5,657 shares — an estimated $343K sold.
United Capital Financial Advisors first reported a position in IBTX in Q1 2016 and held it in 33 quarters. The position peaked at $2.64M in Q2 2016. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- United Capital Financial Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- United Capital Financial Advisors sold 5,657 Independent Bank Group, Inc. shares in Q1 2025, an estimated $343K.
- United Capital Financial Advisors first reported a position in Independent Bank Group, Inc. in Q1 2016 and held it in 33 quarters.
- United Capital Financial Advisors's Independent Bank Group, Inc. position peaked at $2.64M in Q2 2016.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.