Allworth Financial’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378 | Buy |
+6
| New | +$378 | ﹤0.01% | 4193 |
|
|
2024
Q4 | – | Sell |
-17
| Closed | -$1.01K | – | 3997 |
|
|
2024
Q3 | $1.01K | Sell |
17
-91
| -84% | -$5.39K | ﹤0.01% | 3214 |
|
|
2024
Q2 | $6.27K | Sell |
108
-442
| -80% | -$25.7K | ﹤0.01% | 2411 |
|
|
2024
Q1 | $28.6K | Hold |
550
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q4 | $36.2K | Hold |
550
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q3 | $27K | Hold |
550
| – | – | ﹤0.01% | 1354 |
|
|
2023
Q2 | $24.5K | Hold |
550
| – | – | ﹤0.01% | 1417 |
|
|
2023
Q1 | $36.1K | Hold |
550
| – | – | ﹤0.01% | 1191 |
|
|
2022
Q4 | $46.4K | Hold |
550
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q3 | $41K | Hold |
550
| – | – | ﹤0.01% | 1029 |
|
|
2022
Q2 | $44K | Hold |
550
| – | – | ﹤0.01% | 958 |
|
|
2022
Q1 | $45K | Hold |
550
| – | – | ﹤0.01% | 932 |
|
|
2021
Q4 | $45K | Hold |
550
| – | – | ﹤0.01% | 870 |
|
|
2021
Q3 | $42K | Buy |
+550
| New | +$42K | ﹤0.01% | 822 |
|