Creative Planning’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 | $885K | Buy |
27,318
+1,010
| +4% | +$32.7K | ﹤0.01% | 1959 |
|
|
2025
Q1 | $810K | Sell |
26,308
-11,787
| -31% | -$363K | ﹤0.01% | 1882 |
|
|
2024
Q4 | $1.33M | Buy |
38,095
+8,789
| +30% | +$306K | ﹤0.01% | 1429 |
|
|
2024
Q3 | $977K | Sell |
29,306
-13,868
| -32% | -$462K | ﹤0.01% | 1529 |
|
|
2024
Q2 | $1.17M | Buy |
43,174
+2,209
| +5% | +$59.6K | ﹤0.01% | 1292 |
|
|
2024
Q1 | $1.04M | Buy |
40,965
+11,519
| +39% | +$292K | ﹤0.01% | 1316 |
|
|
2023
Q4 | $766K | Buy |
29,446
+1,810
| +7% | +$47.1K | ﹤0.01% | 1404 |
|
|
2023
Q3 | $507K | Buy |
27,636
+236
| +0.9% | +$4.33K | ﹤0.01% | 1561 |
|
|
2023
Q2 | $465K | Sell |
27,400
-661
| -2% | -$11.2K | ﹤0.01% | 1591 |
|
|
2023
Q1 | $499K | Buy |
28,061
+312
| +1% | +$5.54K | ﹤0.01% | 1465 |
|
|
2022
Q4 | $664K | Buy |
27,749
+742
| +3% | +$17.7K | ﹤0.01% | 1261 |
|
|
2022
Q3 | $516K | Hold |
27,007
| – | – | ﹤0.01% | 1313 |
|
|
2022
Q2 | $521K | Buy |
27,007
+2,007
| +8% | +$38.7K | ﹤0.01% | 1286 |
|
|
2022
Q1 | $550K | Sell |
25,000
-2,000
| -7% | -$44K | ﹤0.01% | 1272 |
|
|
2021
Q4 | $644K | Hold |
27,000
| – | – | ﹤0.01% | 1165 |
|
|
2021
Q3 | $580K | Hold |
27,000
| – | – | ﹤0.01% | 1211 |
|
|
2021
Q2 | $586K | Hold |
27,000
| – | – | ﹤0.01% | 1186 |
|
|
2021
Q1 | $638K | Sell |
27,000
-3,000
| -10% | -$70.9K | ﹤0.01% | 1251 |
|
|
2020
Q4 | $554K | Sell |
30,000
-3,000
| -9% | -$55.4K | ﹤0.01% | 1233 |
|
|
2020
Q3 | $415K | Hold |
33,000
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q2 | $490K | Sell |
33,000
-5,000
| -13% | -$74.2K | ﹤0.01% | 1034 |
|
|
2020
Q1 | $489K | Hold |
38,000
| – | – | ﹤0.01% | 950 |
|
|
2019
Q4 | $861K | Hold |
38,000
| – | – | ﹤0.01% | 853 |
|
|
2019
Q3 | $810K | Buy |
+38,000
| New | +$810K | ﹤0.01% | 846 |
|
|
2017
Q1 | – | Sell |
-60
| Closed | -$1K | – | 4577 |
|
|
2016
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 4296 |
|
|
2016
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 4228 |
|