Endurance Wealth Management’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.23M | Hold |
94,981
| – | – | 0.58% | 47 |
|
|
2023
Q1 | $6.23M | Hold |
94,981
| – | – | 0.88% | 32 |
|
|
2022
Q4 | $8.02M | Hold |
94,981
| – | – | 1.21% | 26 |
|
|
2022
Q3 | $7.08M | Hold |
94,981
| – | – | 1.17% | 25 |
|
|
2022
Q2 | $7.54M | Hold |
94,981
| – | – | 1.15% | 27 |
|
|
2022
Q1 | $7.76M | Hold |
94,981
| – | – | 1% | 28 |
|
|
2021
Q4 | $7.74M | Hold |
94,981
| – | – | 0.83% | 35 |
|
|
2021
Q3 | $7.23M | Hold |
94,981
| – | – | 0.8% | 36 |
|
|
2021
Q2 | $7.17M | Hold |
94,981
| – | – | 0.8% | 36 |
|
|
2021
Q1 | $8M | Sell |
94,981
-14,699
| -13% | -$1.23M | 0.94% | 30 |
|
|
2020
Q4 | $8.01M | Hold |
109,680
| – | – | 1.01% | 28 |
|
|
2020
Q3 | $5.75M | Hold |
109,680
| – | – | 0.85% | 31 |
|
|
2020
Q2 | $7.36M | Hold |
109,680
| – | – | 1.21% | 25 |
|
|
2020
Q1 | $7.06M | Hold |
109,680
| – | – | 1.36% | 23 |
|
|
2019
Q4 | $9.13M | Hold |
109,680
| – | – | 1.4% | 20 |
|
|
2019
Q3 | $8.19M | Hold |
109,680
| – | – | 1.36% | 21 |
|
|
2019
Q2 | $8.35M | Hold |
109,680
| – | – | 1.31% | 22 |
|
|
2019
Q1 | $8.88M | Hold |
109,680
| – | – | 1.45% | 20 |
|
|
2018
Q4 | $7.71M | Hold |
109,680
| – | – | 1.44% | 21 |
|
|
2018
Q3 | $9.06M | Sell |
109,680
-17,728
| -14% | -$1.55M | 1.43% | 19 |
|
|
2018
Q2 | $9.99M | Hold |
127,408
| – | – | 1.65% | 19 |
|
|
2018
Q1 | $9.12M | Hold |
127,408
| – | – | 1.53% | 19 |
|
|
2017
Q4 | $8.9M | Hold |
127,408
| – | – | 1.43% | 21 |
|
|
2017
Q3 | $9.51M | Hold |
127,408
| – | – | 1.58% | 18 |
|
|
2017
Q2 | $8.49M | Hold |
127,408
| – | – | 1.44% | 21 |
|
|
2017
Q1 | $8.28M | Sell |
127,408
-28,481
| -18% | -$1.84M | 1.43% | 22 |
|
|
2016
Q4 | $11M | Hold |
155,889
| – | – | 1.96% | 8 |
|
|
2016
Q3 | $8.43M | Hold |
155,889
| – | – | 1.51% | 19 |
|
|
2016
Q2 | $7.12M | Hold |
155,889
| – | – | 1.34% | 26 |
|
|
2016
Q1 | $7.17M | Hold |
155,889
| – | – | 1.01% | 25 |
|
|
2015
Q4 | $7.25M | Buy |
155,889
+605
| +0.4% | +$29.1K | 1.38% | 21 |
|
|
2015
Q3 | $7.19M | Sell |
155,284
-605
| -0.4% | -$28.3K | 1.26% | 22 |
|
|
2015
Q2 | $7.31M | Hold |
155,889
| – | – | 1.23% | 24 |
|
|
2015
Q1 | $6.84M | Hold |
155,889
| – | – | 1.19% | 23 |
|
|
2014
Q4 | $6.67M | Hold |
155,889
| – | – | 1.19% | 22 |
|
|
2014
Q3 | $5.57M | Hold |
155,889
| – | – | 1.04% | 31 |
|
|
2014
Q2 | $5.98M | Hold |
155,889
| – | – | 1% | 32 |
|
|
2014
Q1 | $6.14M | Sell |
155,889
-8,621
| -5% | -$323K | 1.19% | 27 |
|
|
2013
Q4 | $6.43M | Hold |
164,510
| – | – | 1.27% | 25 |
|
|
2013
Q3 | $5.87M | Hold |
164,510
| – | – | 1.24% | 27 |
|
|
2013
Q2 | $5.67M | Buy |
+164,510
| New | +$5.29M | 1.27% | 22 |
|
Other funds holding INDB
SAM
NI
Endurance Wealth Management's INDB Position: Q2 2023 in Review
Endurance Wealth Management held its Independent Bank (INDB) position steady in Q2 2023 at 94,981 shares worth $4.23M. The position accounts for 0.58% of the portfolio, ranked #47.
Endurance Wealth Management first reported a position in INDB in Q2 2013 and has held it in 41 quarters since. The position peaked at $11M in Q4 2016. 248 funds tracked by Wall St. Rank hold INDB as of Q2 2023.
- Endurance Wealth Management held 94,981 shares of Independent Bank worth $4.23M as of Q2 2023.
- Endurance Wealth Management left its Independent Bank share count unchanged in Q2 2023.
- Independent Bank made up 0.58% of Endurance Wealth Management's portfolio in Q2 2023, its #47 holding.
- Endurance Wealth Management first reported a position in Independent Bank in Q2 2013 and has held it in 41 quarters since.
- Endurance Wealth Management's Independent Bank position peaked at $11M in Q4 2016.
- 248 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.
Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.