JFS Wealth Advisors’s Independent Bank INDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13K | Sell |
18
-11
| -38% | -$692 | ﹤0.01% | 1545 |
|
|
2025
Q1 | $1.82K | Hold |
29
| – | – | ﹤0.01% | 1497 |
|
|
2024
Q4 | $1.86K | Hold |
29
| – | – | ﹤0.01% | 1505 |
|
|
2024
Q3 | $1.72K | Buy |
29
+1
| +4% | +$59 | ﹤0.01% | 1554 |
|
|
2024
Q2 | $1.42K | Buy |
28
+7
| +33% | +$355 | ﹤0.01% | 1562 |
|
|
2024
Q1 | $1.09K | Sell |
21
-11
| -34% | -$573 | ﹤0.01% | 1638 |
|
|
2023
Q4 | $2.11K | Buy |
32
+6
| +23% | +$395 | ﹤0.01% | 1407 |
|
|
2023
Q3 | $1.28K | Buy |
26
+7
| +37% | +$344 | ﹤0.01% | 1521 |
|
|
2023
Q2 | $846 | Buy |
19
+1
| +6% | +$45 | ﹤0.01% | 1652 |
|
|
2023
Q1 | $1.18K | Sell |
18
-18
| -50% | -$1.18K | ﹤0.01% | 1530 |
|
|
2022
Q4 | $3.04K | Buy |
36
+2
| +6% | +$169 | ﹤0.01% | 1207 |
|
|
2022
Q3 | $3K | Buy |
34
+2
| +6% | +$176 | ﹤0.01% | 1186 |
|
|
2022
Q2 | $3K | Buy |
32
+9
| +39% | +$844 | ﹤0.01% | 1191 |
|
|
2022
Q1 | $2K | Buy |
23
+14
| +156% | +$1.22K | ﹤0.01% | 1430 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1409 |
|