Bailard’s Independent Bank Corp IBCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $725K | Buy |
22,360
+1,100
| +5% | +$35.7K | 0.02% | 391 |
|
2025
Q1 | $655K | Hold |
21,260
| – | – | 0.02% | 396 |
|
2024
Q4 | $740K | Buy |
21,260
+2,500
| +13% | +$87.1K | 0.02% | 358 |
|
2024
Q3 | $626K | Buy |
18,760
+1,400
| +8% | +$46.7K | 0.02% | 422 |
|
2024
Q2 | $469K | Buy |
17,360
+1,400
| +9% | +$37.8K | 0.01% | 467 |
|
2024
Q1 | $405K | Buy |
15,960
+3,260
| +26% | +$82.6K | 0.01% | 503 |
|
2023
Q4 | $330K | Buy |
+12,700
| New | +$330K | 0.01% | 539 |
|
2023
Q2 | – | Sell |
-11,400
| Closed | -$203K | – | 729 |
|
2023
Q1 | $203K | Sell |
11,400
-10,600
| -48% | -$188K | 0.01% | 653 |
|
2022
Q4 | $526K | Buy |
+22,000
| New | +$526K | 0.02% | 390 |
|
2022
Q3 | – | Sell |
-30,487
| Closed | -$588K | – | 706 |
|
2022
Q2 | $588K | Hold |
30,487
| – | – | 0.02% | 340 |
|
2022
Q1 | $671K | Hold |
30,487
| – | – | 0.02% | 345 |
|
2021
Q4 | $728K | Buy |
30,487
+2,300
| +8% | +$54.9K | 0.02% | 329 |
|
2021
Q3 | $605K | Hold |
28,187
| – | – | 0.02% | 372 |
|
2021
Q2 | $612K | Buy |
28,187
+15,300
| +119% | +$332K | 0.02% | 372 |
|
2021
Q1 | $305K | Buy |
12,887
+2,000
| +18% | +$47.3K | 0.01% | 512 |
|
2020
Q4 | $201K | Buy |
+10,887
| New | +$201K | 0.01% | 583 |
|
2020
Q2 | – | Sell |
-18,700
| Closed | -$241K | – | 528 |
|
2020
Q1 | $241K | Buy |
18,700
+9,200
| +97% | +$119K | 0.02% | 372 |
|
2019
Q4 | $215K | Buy |
+9,500
| New | +$215K | 0.01% | 477 |
|
2019
Q1 | – | Sell |
-19,400
| Closed | -$408K | – | 564 |
|
2018
Q4 | $408K | Sell |
19,400
-11,100
| -36% | -$233K | 0.03% | 345 |
|
2018
Q3 | $721K | Hold |
30,500
| – | – | 0.04% | 256 |
|
2018
Q2 | $778K | Hold |
30,500
| – | – | 0.05% | 255 |
|
2018
Q1 | $698K | Hold |
30,500
| – | – | 0.04% | 259 |
|
2017
Q4 | $682K | Buy |
+30,500
| New | +$682K | 0.04% | 272 |
|