Independence Bank of Kentucky’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.8K | Sell |
756
-100
| -12% | -$10.4K | 0.01% | 362 |
|
|
2025
Q1 | $93.3K | Sell |
856
-350
| -29% | -$38.1K | 0.01% | 346 |
|
|
2024
Q4 | $113K | Hold |
1,206
| – | – | 0.02% | 333 |
|
|
2024
Q3 | $116K | Buy |
1,206
+250
| +26% | +$24K | 0.02% | 316 |
|
|
2024
Q2 | $75K | Buy |
956
+200
| +26% | +$15.7K | 0.02% | 321 |
|
|
2024
Q1 | $62.1K | Hold |
756
| – | – | 0.02% | 319 |
|
|
2023
Q4 | $63.6K | Hold |
756
| – | – | 0.02% | 298 |
|
|
2023
Q3 | $60.9K | Hold |
756
| – | – | 0.03% | 271 |
|
|
2023
Q2 | $66.7K | Hold |
756
| – | – | 0.03% | 263 |
|
|
2023
Q1 | $71.7K | Hold |
756
| – | – | 0.03% | 240 |
|
|
2022
Q4 | $71K | Hold |
756
| – | – | 0.03% | 238 |
|
|
2022
Q3 | $68K | Hold |
756
| – | – | 0.03% | 220 |
|
|
2022
Q2 | $76K | Hold |
756
| – | – | 0.03% | 221 |
|
|
2022
Q1 | $75K | Hold |
756
| – | – | 0.03% | 230 |
|
|
2021
Q4 | $73K | Hold |
756
| – | – | 0.03% | 214 |
|
|
2021
Q3 | $67K | Hold |
756
| – | – | 0.03% | 223 |
|
|
2021
Q2 | $67K | Sell |
756
-408
| -35% | -$36.2K | 0.03% | 217 |
|
|
2021
Q1 | $109K | Buy |
1,164
+408
| +54% | +$38.2K | 0.05% | 186 |
|
|
2020
Q4 | $70K | Hold |
756
| – | – | 0.04% | 210 |
|
|
2020
Q3 | $73K | Hold |
756
| – | – | 0.04% | 194 |
|
|
2020
Q2 | $66K | Hold |
756
| – | – | 0.04% | 183 |
|
|
2020
Q1 | $67K | Hold |
756
| – | – | 0.05% | 172 |
|
|
2019
Q4 | $70K | Hold |
756
| – | – | 0.05% | 184 |
|
|
2019
Q3 | $72K | Hold |
756
| – | – | 0.05% | 176 |
|
|
2019
Q2 | $63K | Hold |
756
| – | – | 0.05% | 164 |
|
|
2019
Q1 | $60K | Hold |
756
| – | – | 0.05% | 162 |
|
|
2018
Q4 | $52K | Hold |
756
| – | – | 0.05% | 165 |
|
|
2018
Q3 | $50K | Hold |
756
| – | – | 0.04% | 181 |
|
|
2018
Q2 | $49K | Buy |
756
+200
| +36% | +$13K | 0.04% | 167 |
|
|
2018
Q1 | $35K | Hold |
556
| – | – | 0.03% | 187 |
|
|
2017
Q4 | $37K | Buy |
+556
| New | +$37K | 0.03% | 188 |
|