Aldebaran Financial’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
6,000
| – | – | 0.23% | 72 |
|
|
2025
Q1 | $205K | Hold |
6,000
| – | – | 0.25% | 70 |
|
|
2024
Q4 | $206K | Buy |
+6,000
| New | +$206K | 0.24% | 72 |
|
|
2023
Q4 | – | Sell |
-12,000
| Closed | -$275K | – | 65 |
|
|
2023
Q3 | $275K | Hold |
12,000
| – | – | 0.43% | 54 |
|
|
2023
Q2 | $279K | Sell |
12,000
-15,000
| -56% | -$349K | 0.38% | 53 |
|
|
2023
Q1 | $720K | Hold |
27,000
| – | – | 0.93% | 36 |
|
|
2022
Q4 | $833K | Sell |
27,000
-2,000
| -7% | -$61.7K | 0.89% | 37 |
|
|
2022
Q3 | $784K | Sell |
29,000
-1,500
| -5% | -$40.6K | 0.86% | 40 |
|
|
2022
Q2 | $828K | Hold |
30,500
| – | – | 0.88% | 40 |
|
|
2022
Q1 | $913K | Hold |
30,500
| – | – | 0.71% | 41 |
|
|
2021
Q4 | $963K | Sell |
30,500
-125
| -0.4% | -$3.95K | 0.71% | 42 |
|
|
2021
Q3 | $953K | Hold |
30,625
| – | – | 0.77% | 39 |
|
|
2021
Q2 | $939K | Hold |
30,625
| – | – | 0.77% | 39 |
|
|
2021
Q1 | $931K | Sell |
30,625
-4,312
| -12% | -$131K | 0.82% | 41 |
|
|
2020
Q4 | $820K | Sell |
34,937
-2,500
| -7% | -$58.7K | 0.76% | 43 |
|
|
2020
Q3 | $614K | Buy |
37,437
+5,125
| +16% | +$84.1K | 0.64% | 43 |
|
|
2020
Q2 | $609K | Hold |
32,312
| – | – | 0.72% | 44 |
|
|
2020
Q1 | $585K | Hold |
32,312
| – | – | 0.57% | 60 |
|
|
2019
Q4 | $899K | Sell |
32,312
-1,750
| -5% | -$48.7K | 0.68% | 54 |
|
|
2019
Q3 | $933K | Hold |
34,062
| – | – | 0.62% | 60 |
|
|
2019
Q2 | $929K | Hold |
34,062
| – | – | 0.64% | 59 |
|
|
2019
Q1 | $843K | Hold |
34,062
| – | – | 0.59% | 61 |
|
|
2018
Q4 | $816K | Sell |
34,062
-12,566
| -27% | -$301K | 0.62% | 58 |
|
|
2018
Q3 | $1.44M | Hold |
46,628
| – | – | 0.93% | 41 |
|
|
2018
Q2 | $1.5M | Sell |
46,628
-32,639
| -41% | -$1.05M | 1.03% | 39 |
|
|
2018
Q1 | $2.27M | Buy |
79,267
+70,116
| +766% | +$2.01M | 1.52% | 22 |
|
|
2017
Q4 | $281K | Buy |
9,151
+36
| +0.4% | +$1.11K | 0.19% | 85 |
|
|
2017
Q3 | $305K | Buy |
9,115
+42
| +0.5% | +$1.41K | 0.21% | 82 |
|
|
2017
Q2 | $279K | Buy |
9,073
+38
| +0.4% | +$1.17K | 0.2% | 84 |
|
|
2017
Q1 | $293K | Buy |
9,035
+35
| +0.4% | +$1.14K | 0.22% | 82 |
|
|
2016
Q4 | $299K | Sell |
9,000
-1,000
| -10% | -$33.2K | 0.24% | 82 |
|
|
2016
Q3 | $240K | Sell |
10,000
-3,482
| -26% | -$83.6K | 0.19% | 88 |
|
|
2016
Q2 | $302K | Buy |
13,482
+81
| +0.6% | +$1.81K | 0.24% | 82 |
|
|
2016
Q1 | $257K | Buy |
13,401
+79
| +0.6% | +$1.52K | 0.22% | 85 |
|
|
2015
Q4 | $274K | Sell |
13,322
-9,861
| -43% | -$203K | 0.25% | 77 |
|
|
2015
Q3 | $437K | Buy |
23,183
+162
| +0.7% | +$3.05K | 0.41% | 70 |
|
|
2015
Q2 | $375K | Sell |
23,021
-3,325
| -13% | -$54.2K | 0.32% | 76 |
|
|
2015
Q1 | $424K | Buy |
26,346
+184
| +0.7% | +$2.96K | 0.36% | 75 |
|
|
2014
Q4 | $396K | Buy |
26,162
+203
| +0.8% | +$3.07K | 0.35% | 81 |
|
|
2014
Q3 | $353K | Buy |
25,959
+173
| +0.7% | +$2.35K | 0.32% | 83 |
|
|
2014
Q2 | $405K | Buy |
25,786
+165
| +0.6% | +$2.59K | 0.32% | 84 |
|
|
2014
Q1 | $397K | Buy |
25,621
+164
| +0.6% | +$2.54K | 0.35% | 83 |
|
|
2013
Q4 | $392K | Buy |
+25,457
| New | +$392K | 0.37% | 79 |
|