Regal Investment Advisors’s Independent Bank Corp IBCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,178
| Closed | -$306K | – | 487 |
|
2024
Q3 | $306K | Sell |
9,178
-487
| -5% | -$16.2K | 0.02% | 445 |
|
2024
Q2 | $261K | Buy |
9,665
+51
| +0.5% | +$1.38K | 0.02% | 488 |
|
2024
Q1 | $244K | Sell |
9,614
-1,377
| -13% | -$34.9K | 0.02% | 504 |
|
2023
Q4 | $286K | Buy |
10,991
+75
| +0.7% | +$1.95K | 0.02% | 429 |
|
2023
Q3 | $200K | Buy |
10,916
+75
| +0.7% | +$1.38K | 0.02% | 470 |
|
2023
Q2 | $184K | Buy |
+10,841
| New | +$184K | 0.02% | 486 |
|
2023
Q1 | – | Sell |
-8,677
| Closed | -$208K | – | 530 |
|
2022
Q4 | $208K | Buy |
+8,677
| New | +$208K | 0.02% | 448 |
|
2022
Q1 | – | Sell |
-8,422
| Closed | -$201K | – | 541 |
|
2021
Q4 | $201K | Sell |
8,422
-2,700
| -24% | -$64.4K | 0.02% | 517 |
|
2021
Q3 | $239K | Sell |
11,122
-30
| -0.3% | -$645 | 0.02% | 469 |
|
2021
Q2 | $242K | Buy |
+11,152
| New | +$242K | 0.02% | 463 |
|
2021
Q1 | – | Sell |
-11,029
| Closed | -$204K | – | 209 |
|
2020
Q4 | $204K | Buy |
+11,029
| New | +$204K | 0.02% | 446 |
|
2020
Q3 | – | Sell |
-14,979
| Closed | -$222K | – | 115 |
|
2020
Q2 | $222K | Buy |
+14,979
| New | +$222K | 0.04% | 293 |
|
2020
Q1 | – | Sell |
-15,193
| Closed | -$344K | – | 154 |
|
2019
Q4 | $344K | Sell |
15,193
-3,899
| -20% | -$88.3K | 0.06% | 245 |
|
2019
Q3 | $407K | Buy |
19,092
+131
| +0.7% | +$2.79K | 0.08% | 208 |
|
2019
Q2 | $413K | Buy |
18,961
+4,584
| +32% | +$99.8K | 0.08% | 212 |
|
2019
Q1 | $309K | Buy |
14,377
+80
| +0.6% | +$1.72K | 0.06% | 239 |
|
2018
Q4 | $301K | Buy |
+14,297
| New | +$301K | 0.07% | 243 |
|