Allworth 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 | $668K | Buy |
19,537
+19,005
| +3,572% | +$650K | ﹤0.01% | 747 |
|
|
2025
Q1 | $17.6K | Buy |
532
+355
| +201% | +$11.7K | ﹤0.01% | 2151 |
|
|
2024
Q4 | $6.08K | Buy |
177
+57
| +48% | +$1.96K | ﹤0.01% | 2661 |
|
|
2024
Q3 | $3.97K | Buy |
120
+53
| +79% | +$1.75K | ﹤0.01% | 2669 |
|
|
2024
Q2 | $2.09K | Buy |
67
+16
| +31% | +$498 | ﹤0.01% | 2904 |
|
|
2024
Q1 | $1.43K | Hold |
51
| – | – | ﹤0.01% | 2950 |
|
|
2023
Q4 | $1.52K | Buy |
51
+34
| +200% | +$1.01K | ﹤0.01% | 2796 |
|
|
2023
Q3 | $390 | Buy |
+17
| New | +$390 | ﹤0.01% | 3099 |
|
|
2023
Q1 | – | Sell |
-112
| Closed | -$3.45K | – | 3291 |
|
|
2022
Q4 | $3.45K | Buy |
112
+60
| +115% | +$1.85K | ﹤0.01% | 2038 |
|
|
2022
Q3 | $1K | Buy |
52
+45
| +643% | +$865 | ﹤0.01% | 2518 |
|
|
2022
Q2 | $0 | Sell |
7
-1,017
| -99% | – | ﹤0.01% | 2814 |
|
|
2022
Q1 | $31K | Buy |
1,024
+1,011
| +7,777% | +$30.6K | ﹤0.01% | 1066 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2118 |
|