Cambridge Investment Research Advisors’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 | $492K | Sell |
14,407
-1,576
| -10% | -$53.8K | ﹤0.01% | 2563 |
|
|
2025
Q1 | $546K | Sell |
15,983
-89
| -0.6% | -$3.04K | ﹤0.01% | 2353 |
|
|
2024
Q4 | $547K | Sell |
16,072
-265
| -2% | -$9.02K | ﹤0.01% | 2356 |
|
|
2024
Q3 | $540K | Hold |
16,337
| – | – | ﹤0.01% | 2348 |
|
|
2024
Q2 | $446K | Buy |
16,337
+915
| +6% | +$25K | ﹤0.01% | 2389 |
|
|
2024
Q1 | $433K | Sell |
15,422
-965
| -6% | -$27.1K | ﹤0.01% | 2391 |
|
|
2023
Q4 | $488K | Sell |
16,387
-200
| -1% | -$5.96K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $380K | Sell |
16,587
-1,138
| -6% | -$26.1K | ﹤0.01% | 2316 |
|
|
2023
Q2 | $412K | Buy |
+17,725
| New | +$412K | ﹤0.01% | 2277 |
|
|
2023
Q1 | – | Sell |
-6,723
| Closed | -$207K | – | 3251 |
|
|
2022
Q4 | $207K | Buy |
+6,723
| New | +$207K | ﹤0.01% | 2727 |
|
|
2022
Q2 | – | Sell |
-6,682
| Closed | -$200K | – | 3209 |
|
|
2022
Q1 | $200K | Sell |
6,682
-1,964
| -23% | -$58.8K | ﹤0.01% | 2878 |
|
|
2021
Q4 | $273K | Buy |
+8,646
| New | +$273K | ﹤0.01% | 2616 |
|