Integrated Wealth Concepts’s Independent Bank INDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
58,939
+5,149
| +10% | +$324K | 0.04% | 413 |
|
|
2025
Q1 | $3.37M | Buy |
53,790
+809
| +2% | +$50.7K | 0.04% | 422 |
|
|
2024
Q4 | $3.4M | Buy |
52,981
+2,640
| +5% | +$169K | 0.04% | 394 |
|
|
2024
Q3 | $2.98M | Sell |
50,341
-3,816
| -7% | -$226K | 0.04% | 429 |
|
|
2024
Q2 | $2.75M | Buy |
54,157
+7,347
| +16% | +$373K | 0.04% | 409 |
|
|
2024
Q1 | $2.44M | Buy |
46,810
+18,889
| +68% | +$983K | 0.04% | 450 |
|
|
2023
Q4 | $1.84M | Buy |
+27,921
| New | +$1.84M | 0.03% | 510 |
|
|
2023
Q2 | – | Sell |
-3,097
| Closed | -$203K | – | 1583 |
|
|
2023
Q1 | $203K | Sell |
3,097
-3
| -0.1% | -$197 | ﹤0.01% | 1218 |
|
|
2022
Q4 | $262K | Hold |
3,100
| – | – | 0.01% | 854 |
|
|
2022
Q3 | $231K | Hold |
3,100
| – | – | 0.01% | 818 |
|
|
2022
Q2 | $246K | Buy |
3,100
+3
| +0.1% | +$238 | 0.01% | 815 |
|
|
2022
Q1 | $253K | Sell |
3,097
-1
| -0% | -$82 | 0.01% | 800 |
|
|
2021
Q4 | $253K | Sell |
3,098
-2,000
| -39% | -$163K | 0.01% | 853 |
|
|
2021
Q3 | $388K | Buy |
+5,098
| New | +$388K | 0.01% | 644 |
|