Venturi Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Venturi Wealth 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	-663	Closed	-$40.2K	–	1932
2024 Q4	$40.2K	Hold	663	–	–	﹤0.01%	1088
2024 Q3	$38.2K	Hold	663	–	–	﹤0.01%	842
2024 Q2	$30.2K	Hold	663	–	–	﹤0.01%	824
2024 Q1	$30.3K	Hold	663	–	–	﹤0.01%	625
2023 Q4	$33.7K	Hold	663	–	–	﹤0.01%	572
2023 Q3	$26.2K	Hold	663	–	–	﹤0.01%	565
2023 Q2	$22.9K	Hold	663	–	–	﹤0.01%	528
2023 Q1	$30.7K	Buy	+663	New	+$37.7K	﹤0.01%	533

Other funds holding IBTX

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

Venturi Wealth Management's IBTX Position: Q1 2025 in Review

Venturi Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 663 shares — an estimated $40.2K sold.

Venturi Wealth Management first reported a position in IBTX in Q1 2023 and held it in 8 quarters. The position peaked at $40.2K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Venturi Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 663 Independent Bank Group, Inc. shares in Q1 2025, an estimated $40.2K.
Venturi Wealth Management first reported a position in Independent Bank Group, Inc. in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's Independent Bank Group, Inc. position peaked at $40.2K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.