LJI Wealth Management’s Independent Bank Corp IBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
9,000
| – | – | 0.05% | 144 |
|
|
2025
Q1 | $277K | Hold |
9,000
| – | – | 0.06% | 139 |
|
|
2024
Q4 | $313K | Hold |
9,000
| – | – | 0.06% | 130 |
|
|
2024
Q3 | $300K | Hold |
9,000
| – | – | 0.06% | 147 |
|
|
2024
Q2 | $243K | Hold |
9,000
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $228K | Hold |
9,000
| – | – | 0.06% | 130 |
|
|
2023
Q4 | $234K | Buy |
+9,000
| New | +$234K | 0.06% | 147 |
|
|
2023
Q1 | – | Sell |
-9,000
| Closed | -$215K | – | 163 |
|
|
2022
Q4 | $215K | Buy |
+9,000
| New | +$215K | 0.08% | 128 |
|