Prio Wealth Limited Partnership’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.88M | Sell |
65,600
-2,100
| -3% | -$124K | 0.11% | 92 |
|
|
2024
Q2 | $3.43M | Sell |
67,700
-1,800
| -3% | -$91.3K | 0.1% | 95 |
|
|
2024
Q1 | $3.62M | Sell |
69,500
-1,885
| -3% | -$98.1K | 0.1% | 97 |
|
|
2023
Q4 | $4.7M | Sell |
71,385
-4,000
| -5% | -$263K | 0.16% | 84 |
|
|
2023
Q3 | $3.7M | Sell |
75,385
-4,000
| -5% | -$196K | 0.14% | 89 |
|
|
2023
Q2 | $3.53M | Hold |
79,385
| – | – | 0.13% | 93 |
|
|
2023
Q1 | $5.21M | Hold |
79,385
| – | – | 0.2% | 78 |
|
|
2022
Q4 | $6.7M | Hold |
79,385
| – | – | 0.27% | 76 |
|
|
2022
Q3 | $5.92M | Sell |
79,385
-10,000
| -11% | -$745K | 0.25% | 77 |
|
|
2022
Q2 | $7.1M | Hold |
89,385
| – | – | 0.28% | 72 |
|
|
2022
Q1 | $7.3M | Hold |
89,385
| – | – | 0.24% | 78 |
|
|
2021
Q4 | $7.29M | Sell |
89,385
-1,723
| -2% | -$140K | 0.22% | 79 |
|
|
2021
Q3 | $6.94M | Sell |
91,108
-200
| -0.2% | -$15.2K | 0.23% | 79 |
|
|
2021
Q2 | $6.89M | Hold |
91,308
| – | – | 0.23% | 78 |
|
|
2021
Q1 | $7.69M | Sell |
91,308
-9,561
| -9% | -$805K | 0.28% | 76 |
|
|
2020
Q4 | $7.37M | Sell |
100,869
-1,700
| -2% | -$124K | 0.28% | 73 |
|
|
2020
Q3 | $5.37M | Hold |
102,569
| – | – | 0.22% | 74 |
|
|
2020
Q2 | $6.88M | Sell |
102,569
-6,869
| -6% | -$461K | 0.32% | 69 |
|
|
2020
Q1 | $7.05M | Hold |
109,438
| – | – | 0.39% | 64 |
|
|
2019
Q4 | $9.11M | Sell |
109,438
-1,841
| -2% | -$153K | 0.39% | 67 |
|
|
2019
Q3 | $8.31M | Sell |
111,279
-4,810
| -4% | -$359K | 0.38% | 68 |
|
|
2019
Q2 | $8.84M | Buy |
116,089
+3,710
| +3% | +$283K | 0.41% | 66 |
|
|
2019
Q1 | $9.1M | Sell |
112,379
-3,750
| -3% | -$304K | 0.43% | 65 |
|
|
2018
Q4 | $8.17M | Sell |
116,129
-871
| -0.7% | -$61.2K | 0.44% | 64 |
|
|
2018
Q3 | $9.66M | Sell |
117,000
-4,200
| -3% | -$347K | 0.44% | 64 |
|
|
2018
Q2 | $9.5M | Sell |
121,200
-9,000
| -7% | -$706K | 0.47% | 60 |
|
|
2018
Q1 | $9.32M | Sell |
130,200
-234
| -0.2% | -$16.7K | 0.46% | 62 |
|
|
2017
Q4 | $9.11M | Sell |
130,434
-1,450
| -1% | -$101K | 0.43% | 67 |
|
|
2017
Q3 | $9.85M | Sell |
131,884
-450
| -0.3% | -$33.6K | 0.48% | 60 |
|
|
2017
Q2 | $8.82M | Buy |
132,334
+200
| +0.2% | +$13.3K | 0.44% | 64 |
|
|
2017
Q1 | $8.59M | Hold |
132,134
| – | – | 0.44% | 60 |
|
|
2016
Q4 | $9.31M | Sell |
132,134
-9,831
| -7% | -$693K | 0.5% | 57 |
|
|
2016
Q3 | $7.68M | Hold |
141,965
| – | – | 0.41% | 68 |
|
|
2016
Q2 | $6.49M | Hold |
141,965
| – | – | 0.36% | 70 |
|
|
2016
Q1 | $6.52M | Sell |
141,965
-1,265
| -0.9% | -$58.1K | 0.36% | 71 |
|
|
2015
Q4 | $6.66M | Hold |
143,230
| – | – | 0.36% | 72 |
|
|
2015
Q3 | $6.6M | Hold |
143,230
| – | – | 0.37% | 71 |
|
|
2015
Q2 | $6.72M | Sell |
143,230
-10,680
| -7% | -$501K | 0.35% | 73 |
|
|
2015
Q1 | $6.75M | Buy |
+153,910
| New | +$6.75M | 0.33% | 75 |
|