CAPTRUST Financial Advisors’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.68M | Buy |
35,621
+679
| +2% | +$53.2K | ﹤0.01% | 1062 |
|
|
2025
Q4 | $2.55M | Sell |
34,942
-35
| -0.1% | -$2.49K | ﹤0.01% | 970 |
|
|
2025
Q3 | $2.42M | Buy |
34,977
+17,286
| +98% | +$1.17M | ﹤0.01% | 927 |
|
|
2025
Q2 | $1.11M | Sell |
17,691
-144
| -0.8% | -$8.75K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $1.12M | Buy |
17,835
+5,030
| +39% | +$331K | ﹤0.01% | 1208 |
|
|
2024
Q4 | $822K | Sell |
12,805
-385
| -3% | -$25.7K | ﹤0.01% | 1334 |
|
|
2024
Q3 | $780K | Buy |
13,190
+2,498
| +23% | +$147K | ﹤0.01% | 1335 |
|
|
2024
Q2 | $542K | Sell |
10,692
-7,638
| -42% | -$382K | ﹤0.01% | 1460 |
|
|
2024
Q1 | $954K | Sell |
18,330
-9,695
| -35% | -$536K | ﹤0.01% | 1147 |
|
|
2023
Q4 | $1.84M | Buy |
28,025
+5,213
| +23% | +$288K | 0.01% | 943 |
|
|
2023
Q3 | $1.12M | Buy |
22,812
+1,812
| +9% | +$96.4K | ﹤0.01% | 1139 |
|
|
2023
Q2 | $935K | Buy |
21,000
+8,507
| +68% | +$441K | ﹤0.01% | 1247 |
|
|
2023
Q1 | $820K | Buy |
12,493
+1,448
| +13% | +$111K | ﹤0.01% | 1134 |
|
|
2022
Q4 | $933K | Sell |
11,045
-3,604
| -25% | -$306K | ﹤0.01% | 1013 |
|
|
2022
Q3 | $1.09M | Buy |
14,649
+1,869
| +15% | +$151K | 0.01% | 872 |
|
|
2022
Q2 | $1.02M | Sell |
12,780
-105
| -0.8% | -$8.34K | 0.01% | 824 |
|
|
2022
Q1 | $1.06M | Buy |
12,885
+677
| +6% | +$57.2K | 0.01% | 832 |
|
|
2021
Q4 | $1M | Buy |
12,208
+450
| +4% | +$37.4K | 0.01% | 813 |
|
|
2021
Q3 | $897K | Buy |
11,758
+4,861
| +70% | +$356K | 0.01% | 801 |
|
|
2021
Q2 | $524K | Buy |
6,897
+3,970
| +136% | +$319K | ﹤0.01% | 965 |
|
|
2021
Q1 | $248K | Sell |
2,927
-1,933
| -40% | -$162K | ﹤0.01% | 1326 |
|
|
2020
Q4 | $357K | Buy |
4,860
+170
| +4% | +$11K | ﹤0.01% | 952 |
|
|
2020
Q3 | $247K | Buy |
4,690
+3,550
| +311% | +$221K | ﹤0.01% | 944 |
|
|
2020
Q2 | $74K | Sell |
1,140
-3,527
| -76% | -$237K | ﹤0.01% | 1465 |
|
|
2020
Q1 | $301K | Sell |
4,667
-680
| -13% | -$48.6K | 0.01% | 726 |
|
|
2019
Q4 | $448K | Buy |
+5,347
| New | +$437K | 0.01% | 714 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$4K | – | 1961 |
|
|
2019
Q1 | $4K | Buy |
+55
| New | +$4.36K | ﹤0.01% | 1573 |
|
Other funds holding INDB
VPM
VCM
RT
DRZID
