UBS AM’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Buy |
156,809
+51,090
| +48% | +$3.21M | ﹤0.01% | 1361 |
|
|
2025
Q1 | $6.62M | Buy |
105,719
+8,435
| +9% | +$528K | ﹤0.01% | 1423 |
|
|
2024
Q4 | $6.24M | Buy |
97,284
+14,236
| +17% | +$914K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $4.91M | Buy |
83,048
+285
| +0.3% | +$16.9K | ﹤0.01% | 1579 |
|
|
2024
Q2 | $4.2M | Buy |
82,763
+26,749
| +48% | +$1.36M | ﹤0.01% | 1590 |
|
|
2024
Q1 | $2.91M | Buy |
56,014
+7,835
| +16% | +$408K | ﹤0.01% | 1494 |
|
|
2023
Q4 | $3.17M | Buy |
48,179
+704
| +1% | +$46.3K | ﹤0.01% | 1461 |
|
|
2023
Q3 | $2.33M | Buy |
47,475
+1,753
| +4% | +$86.1K | ﹤0.01% | 1545 |
|
|
2023
Q2 | $3M | Hold |
45,722
| – | – | ﹤0.01% | 1458 |
|
|
2023
Q1 | $3M | Buy |
45,722
+8,569
| +23% | +$562K | ﹤0.01% | 1458 |
|
|
2022
Q4 | $3.14M | Sell |
37,153
-332
| -0.9% | -$28K | ﹤0.01% | 1342 |
|
|
2022
Q3 | $2.79M | Sell |
37,485
-22,565
| -38% | -$1.68M | ﹤0.01% | 1426 |
|
|
2022
Q2 | $4.77M | Sell |
60,050
-615
| -1% | -$48.8K | ﹤0.01% | 1228 |
|
|
2022
Q1 | $4.96M | Buy |
60,665
+3,258
| +6% | +$266K | ﹤0.01% | 1353 |
|
|
2021
Q4 | $4.68M | Buy |
57,407
+13,024
| +29% | +$1.06M | ﹤0.01% | 1443 |
|
|
2021
Q3 | $3.38M | Buy |
44,383
+128
| +0.3% | +$9.75K | ﹤0.01% | 1556 |
|
|
2021
Q2 | $3.34M | Buy |
44,255
+5,643
| +15% | +$426K | ﹤0.01% | 1593 |
|
|
2021
Q1 | $3.25M | Sell |
38,612
-2,577
| -6% | -$217K | ﹤0.01% | 1544 |
|
|
2020
Q4 | $3.01M | Buy |
41,189
+1,256
| +3% | +$91.7K | ﹤0.01% | 1524 |
|
|
2020
Q3 | $2.09M | Sell |
39,933
-249
| -0.6% | -$13K | ﹤0.01% | 1531 |
|
|
2020
Q2 | $2.7M | Sell |
40,182
-584
| -1% | -$39.2K | ﹤0.01% | 1408 |
|
|
2020
Q1 | $2.62M | Buy |
40,766
+4,649
| +13% | +$299K | ﹤0.01% | 1307 |
|
|
2019
Q4 | $3.01M | Buy |
36,117
+4,134
| +13% | +$344K | ﹤0.01% | 1423 |
|
|
2019
Q3 | $2.39M | Buy |
31,983
+3,575
| +13% | +$267K | ﹤0.01% | 1529 |
|
|
2019
Q2 | $2.16M | Buy |
28,408
+7,798
| +38% | +$594K | ﹤0.01% | 1554 |
|
|
2019
Q1 | $1.67M | Buy |
20,610
+3,212
| +18% | +$260K | ﹤0.01% | 1615 |
|
|
2018
Q4 | $1.22M | Buy |
17,398
+27
| +0.2% | +$1.9K | ﹤0.01% | 1667 |
|
|
2018
Q3 | $1.43M | Buy |
17,371
+319
| +2% | +$26.3K | ﹤0.01% | 1645 |
|
|
2018
Q2 | $1.34M | Buy |
17,052
+2,006
| +13% | +$157K | ﹤0.01% | 1694 |
|
|
2018
Q1 | $1.08M | Buy |
15,046
+864
| +6% | +$61.8K | ﹤0.01% | 1754 |
|
|
2017
Q4 | $991K | Hold |
14,182
| – | – | ﹤0.01% | 1756 |
|
|
2017
Q3 | $1.06M | Buy |
14,182
+138
| +1% | +$10.3K | ﹤0.01% | 1681 |
|
|
2017
Q2 | $936K | Buy |
14,044
+5,951
| +74% | +$397K | ﹤0.01% | 1685 |
|
|
2017
Q1 | $526K | Hold |
8,093
| – | – | ﹤0.01% | 1849 |
|
|
2016
Q4 | $570K | Sell |
8,093
-2,807
| -26% | -$198K | ﹤0.01% | 1775 |
|
|
2016
Q3 | $590K | Hold |
10,900
| – | – | ﹤0.01% | 1897 |
|
|
2016
Q2 | $498K | Hold |
10,900
| – | – | ﹤0.01% | 1953 |
|
|
2016
Q1 | $501K | Sell |
10,900
-1,000
| -8% | -$46K | ﹤0.01% | 1919 |
|
|
2015
Q4 | $554K | Buy |
11,900
+600
| +5% | +$27.9K | ﹤0.01% | 1998 |
|
|
2015
Q3 | $521K | Hold |
11,300
| – | – | ﹤0.01% | 2000 |
|
|
2015
Q2 | $530K | Buy |
11,300
+200
| +2% | +$9.38K | ﹤0.01% | 2032 |
|
|
2015
Q1 | $487K | Buy |
11,100
+3,800
| +52% | +$167K | ﹤0.01% | 1991 |
|
|
2014
Q4 | $313K | Buy |
7,300
+1,100
| +18% | +$47.2K | ﹤0.01% | 2208 |
|
|
2014
Q3 | $221K | Hold |
6,200
| – | – | ﹤0.01% | 2312 |
|
|
2014
Q2 | $238K | Buy |
6,200
+900
| +17% | +$34.5K | ﹤0.01% | 2315 |
|
|
2014
Q1 | $209K | Hold |
5,300
| – | – | ﹤0.01% | 2398 |
|
|
2013
Q4 | $208K | Buy |
+5,300
| New | +$208K | ﹤0.01% | 2355 |
|