Creative Planning’s Independent Bank INDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$292K Buy
2020
Q2
Sell
2020
Q1
$204K Hold
2019
Q4
$264K Sell
2019
Q3
$402K Buy
2019
Q2
$241K Buy
2017
Q3
Sell
2017
Q2
$32K Buy
2017
Q1
$31K Hold
2016
Q4
$33K Hold
2016
Q3
$26K Sell
2016
Q2
$23K Hold
2016
Q1
$24K Buy
2014
Q4
Sell
2014
Q3
$1K Buy