SOA Wealth 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 | $17.1K | Buy |
227
+101
| +80% | +$7.92K | ﹤0.01% | 518 |
|
|
2025
Q4 | $9.2K | Buy |
126
+1
| +0.8% | +$71 | ﹤0.01% | 604 |
|
|
2025
Q3 | $8.64K | Buy |
125
+1
| +0.8% | +$68 | ﹤0.01% | 623 |
|
|
2025
Q2 | $7.78K | Buy |
124
+2
| +2% | +$122 | ﹤0.01% | 624 |
|
|
2025
Q1 | $7.67K | Buy |
122
+1
| +0.8% | +$66 | ﹤0.01% | 593 |
|
|
2024
Q4 | $7.79K | Buy |
121
+1
| +0.8% | +$67 | ﹤0.01% | 577 |
|
|
2024
Q3 | $7.11K | Buy |
120
+1
| +0.8% | +$59 | ﹤0.01% | 571 |
|
|
2024
Q2 | $6.03K | Buy |
119
+2
| +2% | +$100 | ﹤0.01% | 588 |
|
|
2024
Q1 | $6.11K | Buy |
117
+1
| +0.9% | +$55 | ﹤0.01% | 592 |
|
|
2023
Q4 | $7.66K | Buy |
116
+1
| +0.9% | +$55 | ﹤0.01% | 557 |
|
|
2023
Q3 | $5.65K | Buy |
115
+1
| +0.9% | +$53 | ﹤0.01% | 601 |
|
|
2023
Q2 | $5.06K | Buy |
114
+1
| +0.9% | +$52 | ﹤0.01% | 621 |
|
|
2023
Q1 | $7.4K | Buy |
113
+1
| +0.9% | +$76 | ﹤0.01% | 569 |
|
|
2022
Q4 | $9.46K | Buy |
112
+1
| +0.9% | +$85 | ﹤0.01% | 527 |
|
|
2022
Q3 | $8K | Buy |
111
+1
| +0.9% | +$81 | ﹤0.01% | 535 |
|
|
2022
Q2 | $8K | Buy |
110
+1
| +0.9% | +$79 | ﹤0.01% | 524 |
|
|
2022
Q1 | $8K | Hold |
109
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $8K | Buy |
109
+1
| +0.9% | +$83 | ﹤0.01% | 604 |
|
|
2021
Q3 | $8K | Buy |
108
+1
| +0.9% | +$73 | ﹤0.01% | 624 |
|
|
2021
Q2 | $8K | Hold |
107
| – | – | ﹤0.01% | 610 |
|
|
2021
Q1 | $9K | Hold |
107
| – | – | ﹤0.01% | 526 |
|
|
2020
Q4 | $8K | Buy |
+107
| New | +$6.95K | ﹤0.01% | 549 |
|
Other funds holding INDB
VPM
VCM
RT
DRZID
