Sequoia Financial Advisors’s Independent Bank INDB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
3,291
-7
-0.2% -$440 ﹤0.01% 1456
2025
Q1
$207K Sell
3,298
-602
-15% -$37.7K ﹤0.01% 1244
2024
Q4
$250K Sell
3,900
-22
-0.6% -$1.41K ﹤0.01% 1101
2024
Q3
$232K Sell
3,922
-86
-2% -$5.09K ﹤0.01% 1099
2024
Q2
$203K Sell
4,008
-268
-6% -$13.6K ﹤0.01% 1097
2024
Q1
$222K Sell
4,276
-133
-3% -$6.92K ﹤0.01% 999
2023
Q4
$290K Sell
4,409
-527
-11% -$34.7K ﹤0.01% 944
2023
Q3
$242K Buy
+4,936
New +$242K ﹤0.01% 776