Orion Portfolio Solutions’s Independent Bank INDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $354K | Sell |
5,658
-196
| -3% | -$12.3K | ﹤0.01% | 1556 |
|
|
2024
Q4 | $376K | Sell |
5,854
-243
| -4% | -$15.6K | ﹤0.01% | 1449 |
|
|
2024
Q3 | $361K | Buy |
6,097
+1,436
| +31% | +$84.9K | ﹤0.01% | 1448 |
|
|
2024
Q2 | $236K | Sell |
4,661
-197
| -4% | -$9.99K | ﹤0.01% | 1561 |
|
|
2024
Q1 | $253K | Sell |
4,858
-1,014
| -17% | -$52.8K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $376K | Sell |
5,872
-2,981
| -34% | -$191K | ﹤0.01% | 1318 |
|
|
2023
Q3 | $435K | Buy |
8,853
+2,254
| +34% | +$111K | 0.01% | 1254 |
|
|
2023
Q2 | $294K | Buy |
6,599
+999
| +18% | +$44.5K | ﹤0.01% | 1406 |
|
|
2023
Q1 | $367K | Buy |
+5,600
| New | +$367K | ﹤0.01% | 1267 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$4K | – | 2081 |
|
|
2019
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 1318 |
|