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