Creative Planning’s Independent Bank Corp IBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
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|
2025
Q1 | $810K | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $664K | Buy |
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|
2022
Q3 | $516K | Hold |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $550K | Sell |
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|
2021
Q4 | $644K | Hold |
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|
2021
Q3 | $580K | Hold |
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|
2021
Q2 | $586K | Hold |
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|
2021
Q1 | $638K | Sell |
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|
2020
Q4 | $554K | Sell |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $490K | Sell |
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|
2020
Q1 | $489K | Hold |
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|
2019
Q4 | $861K | Hold |
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|
2019
Q3 | $810K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Buy |
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