Boston Financial Management’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $509K | Buy |
7,934
+4,447
| +128% | +$285K | 0.02% | 236 |
|
|
2024
Q3 | $206K | Sell |
3,487
-4,540
| -57% | -$268K | 0.01% | 320 |
|
|
2024
Q2 | $407K | Hold |
8,027
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $418K | Sell |
8,027
-175
| -2% | -$9.1K | 0.01% | 263 |
|
|
2023
Q4 | $540K | Hold |
8,202
| – | – | 0.02% | 231 |
|
|
2023
Q3 | $403K | Hold |
8,202
| – | – | 0.02% | 244 |
|
|
2023
Q2 | $365K | Hold |
8,202
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $538K | Hold |
8,202
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $692K | Hold |
8,202
| – | – | 0.03% | 208 |
|
|
2022
Q3 | $611K | Hold |
8,202
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $651K | Hold |
8,202
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $670K | Buy |
8,202
+175
| +2% | +$14.3K | 0.03% | 187 |
|
|
2021
Q4 | $654K | Hold |
8,027
| – | – | 0.02% | 174 |
|
|
2021
Q3 | $611K | Hold |
8,027
| – | – | 0.02% | 171 |
|
|
2021
Q2 | $606K | Hold |
8,027
| – | – | 0.02% | 161 |
|
|
2021
Q1 | $676K | Hold |
8,027
| – | – | 0.03% | 148 |
|
|
2020
Q4 | $586K | Hold |
8,027
| – | – | 0.03% | 156 |
|
|
2020
Q3 | $420K | Hold |
8,027
| – | – | 0.02% | 176 |
|
|
2020
Q2 | $539K | Hold |
8,027
| – | – | 0.03% | 157 |
|
|
2020
Q1 | $517K | Buy |
8,027
+1,000
| +14% | +$64.4K | 0.03% | 158 |
|
|
2019
Q4 | $585K | Hold |
7,027
| – | – | 0.03% | 159 |
|
|
2019
Q3 | $525K | Hold |
7,027
| – | – | 0.03% | 174 |
|
|
2019
Q2 | $535K | Hold |
7,027
| – | – | 0.03% | 174 |
|
|
2019
Q1 | $569K | Hold |
7,027
| – | – | 0.03% | 174 |
|
|
2018
Q4 | $494K | Hold |
7,027
| – | – | 0.03% | 186 |
|
|
2018
Q3 | $580K | Sell |
7,027
-835
| -11% | -$68.9K | 0.03% | 197 |
|
|
2018
Q2 | $616K | Hold |
7,862
| – | – | 0.04% | 174 |
|
|
2018
Q1 | $563K | Sell |
7,862
-2,425
| -24% | -$174K | 0.04% | 185 |
|
|
2017
Q4 | $719K | Hold |
10,287
| – | – | 0.05% | 179 |
|
|
2017
Q3 | $768K | Hold |
10,287
| – | – | 0.05% | 177 |
|
|
2017
Q2 | $686K | Buy |
10,287
+4,378
| +74% | +$292K | 0.05% | 187 |
|
|
2017
Q1 | $384K | Hold |
5,909
| – | – | 0.03% | 220 |
|
|
2016
Q4 | $416K | Buy |
5,909
+59
| +1% | +$4.15K | 0.03% | 215 |
|
|
2016
Q3 | $316K | Hold |
5,850
| – | – | 0.03% | 217 |
|
|
2016
Q2 | $267K | Buy |
5,850
+200
| +4% | +$9.13K | 0.02% | 221 |
|
|
2016
Q1 | $260K | Sell |
5,650
-550
| -9% | -$25.3K | 0.04% | 160 |
|
|
2015
Q4 | $288K | Sell |
6,200
-200
| -3% | -$9.29K | 0.04% | 163 |
|
|
2015
Q3 | $295K | Hold |
6,400
| – | – | 0.04% | 178 |
|
|
2015
Q2 | $300K | Hold |
6,400
| – | – | 0.04% | 182 |
|
|
2015
Q1 | $281K | Hold |
6,400
| – | – | 0.04% | 188 |
|
|
2014
Q4 | $274K | Hold |
6,400
| – | – | 0.03% | 184 |
|
|
2014
Q3 | $229K | Sell |
6,400
-1,200
| -16% | -$42.9K | 0.03% | 192 |
|
|
2014
Q2 | $292K | Hold |
7,600
| – | – | 0.04% | 186 |
|
|
2014
Q1 | $299K | Hold |
7,600
| – | – | 0.04% | 178 |
|
|
2013
Q4 | $297K | Hold |
7,600
| – | – | 0.04% | 182 |
|
|
2013
Q3 | $271K | Hold |
7,600
| – | – | 0.04% | 186 |
|
|
2013
Q2 | $262K | Buy |
+7,600
| New | +$262K | 0.04% | 188 |
|