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 |
|