Sequoia Financial Advisors’s Independent Bank INDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$209K	Sell	2,783 -841	-23%	-$65.9K	﹤0.01%	1767
2025 Q4	$265K	Buy	3,624 +497	+16%	+$35.3K	﹤0.01%	1634
2025 Q3	$216K	Sell	3,127 -164	-5%	-$11.1K	﹤0.01%	1595
2025 Q2	$207K	Sell	3,291 -7	-0.2%	-$426	﹤0.01%	1469
2025 Q1	$207K	Sell	3,298 -602	-15%	-$39.6K	﹤0.01%	1253
2024 Q4	$250K	Sell	3,900 -22	-0.6%	-$1.47K	﹤0.01%	1108
2024 Q3	$232K	Sell	3,922 -86	-2%	-$5.06K	﹤0.01%	1102
2024 Q2	$203K	Sell	4,008 -268	-6%	-$13.4K	﹤0.01%	1101
2024 Q1	$222K	Sell	4,276 -133	-3%	-$7.35K	﹤0.01%	1003
2023 Q4	$290K	Sell	4,409 -527	-11%	-$29.1K	﹤0.01%	947
2023 Q3	$242K	Buy	+4,936	New	+$263K	﹤0.01%	779