Cerity Partners’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 | $3.65M | Buy |
106,809
+6,430
| +6% | +$220K | 0.01% | 953 |
|
|
2025
Q1 | $3.43M | Sell |
100,379
-9,228
| -8% | -$316K | 0.01% | 873 |
|
|
2024
Q4 | $3.73M | Buy |
109,607
+463
| +0.4% | +$15.8K | 0.01% | 833 |
|
|
2024
Q3 | $3.61M | Buy |
109,144
+1,236
| +1% | +$40.9K | 0.01% | 847 |
|
|
2024
Q2 | $2.94M | Sell |
107,908
-8,428
| -7% | -$230K | 0.01% | 765 |
|
|
2024
Q1 | $3.29M | Sell |
116,336
-1,188
| -1% | -$33.6K | 0.01% | 788 |
|
|
2023
Q4 | $3.53M | Buy |
117,524
+5,203
| +5% | +$156K | 0.01% | 619 |
|
|
2023
Q3 | $2.6M | Sell |
112,321
-51,573
| -31% | -$1.2M | 0.01% | 520 |
|
|
2023
Q2 | $3.85M | Buy |
163,894
+2,072
| +1% | +$48.7K | 0.02% | 558 |
|
|
2023
Q1 | $3.8M | Sell |
161,822
-4,229
| -3% | -$99.3K | 0.01% | 545 |
|
|
2022
Q4 | $5.16M | Buy |
166,051
+4,216
| +3% | +$131K | 0.03% | 356 |
|
|
2022
Q3 | $4.38M | Buy |
161,835
+3,517
| +2% | +$95.1K | 0.05% | 252 |
|
|
2022
Q2 | $4.33M | Buy |
+158,318
| New | +$4.33M | 0.05% | 269 |
|