CAPTRUST Financial Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $4.04M | Sell |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $3.69M | Buy |
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $3.52M | Buy |
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|
2022
Q2 | $172K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $190K | Buy |
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|
2021
Q3 | $187K | Sell |
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|
2021
Q2 | $198K | Sell |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $2.88M | Buy |
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|
2020
Q3 | $117K | Sell |
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|
2020
Q2 | $970K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | $2K | Buy |
|