Charles Schwab’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 | $27.2M | Sell |
796,569
-24,093
| -3% | -$823K | ﹤0.01% | 1498 |
|
|
2025
Q1 | $28.1M | Sell |
820,662
-24,673
| -3% | -$844K | 0.01% | 1436 |
|
|
2024
Q4 | $28.8M | Buy |
845,335
+6,285
| +0.7% | +$214K | 0.01% | 1485 |
|
|
2024
Q3 | $27.7M | Buy |
839,050
+7,738
| +0.9% | +$256K | 0.01% | 1513 |
|
|
2024
Q2 | $22.7M | Buy |
831,312
+18,738
| +2% | +$511K | ﹤0.01% | 1594 |
|
|
2024
Q1 | $22.8M | Buy |
812,574
+28,437
| +4% | +$798K | 0.01% | 1530 |
|
|
2023
Q4 | $23.3M | Buy |
784,137
+31,755
| +4% | +$945K | 0.01% | 1494 |
|
|
2023
Q3 | $17.3M | Buy |
752,382
+41,667
| +6% | +$955K | ﹤0.01% | 1591 |
|
|
2023
Q2 | $16.5M | Buy |
710,715
+18,581
| +3% | +$432K | ﹤0.01% | 1622 |
|
|
2023
Q1 | $18.4M | Buy |
692,134
+24,213
| +4% | +$645K | 0.01% | 1531 |
|
|
2022
Q4 | $20.6M | Buy |
667,921
+15,279
| +2% | +$471K | 0.01% | 1419 |
|
|
2022
Q3 | $17.5M | Buy |
652,642
+23,544
| +4% | +$632K | 0.01% | 1466 |
|
|
2022
Q2 | $17.1M | Sell |
629,098
-55,149
| -8% | -$1.5M | 0.01% | 1521 |
|
|
2022
Q1 | $20.5M | Buy |
684,247
+95,559
| +16% | +$2.86M | 0.01% | 1529 |
|
|
2021
Q4 | $18.6M | Buy |
588,688
+11,032
| +2% | +$349K | 0.01% | 1635 |
|
|
2021
Q3 | $18M | Buy |
577,656
+11,730
| +2% | +$365K | 0.01% | 1669 |
|
|
2021
Q2 | $17.2M | Buy |
565,926
+11,335
| +2% | +$345K | 0.01% | 1694 |
|
|
2021
Q1 | $16.9M | Buy |
554,591
+19,479
| +4% | +$592K | 0.01% | 1654 |
|
|
2020
Q4 | $12.6M | Buy |
535,112
+29,604
| +6% | +$695K | 0.01% | 1720 |
|
|
2020
Q3 | $8.29M | Buy |
505,508
+17,438
| +4% | +$286K | ﹤0.01% | 1811 |
|
|
2020
Q2 | $9.2M | Buy |
488,070
+52,331
| +12% | +$986K | ﹤0.01% | 1704 |
|
|
2020
Q1 | $7.88M | Buy |
435,739
+35,295
| +9% | +$639K | ﹤0.01% | 1594 |
|
|
2019
Q4 | $11.1M | Buy |
400,444
+7,983
| +2% | +$222K | 0.01% | 1612 |
|
|
2019
Q3 | $10.9M | Buy |
392,461
+8,776
| +2% | +$244K | 0.01% | 1552 |
|
|
2019
Q2 | $10.5M | Buy |
383,685
+10,425
| +3% | +$284K | 0.01% | 1570 |
|
|
2019
Q1 | $9.24M | Buy |
373,260
+11,601
| +3% | +$287K | 0.01% | 1648 |
|
|
2018
Q4 | $8.66M | Sell |
361,659
-1,190
| -0.3% | -$28.5K | 0.01% | 1540 |
|
|
2018
Q3 | $11.2M | Buy |
362,849
+13,231
| +4% | +$408K | 0.01% | 1563 |
|
|
2018
Q2 | $11.2M | Buy |
349,618
+26,678
| +8% | +$856K | 0.01% | 1516 |
|
|
2018
Q1 | $9.24M | Buy |
322,940
+28,206
| +10% | +$807K | 0.01% | 1547 |
|
|
2017
Q4 | $9.06M | Buy |
294,734
+14,447
| +5% | +$444K | 0.01% | 1542 |
|
|
2017
Q3 | $9.39M | Buy |
280,287
+32,284
| +13% | +$1.08M | 0.01% | 1483 |
|
|
2017
Q2 | $7.64M | Buy |
248,003
+3,522
| +1% | +$108K | 0.01% | 1539 |
|
|
2017
Q1 | $7.92M | Buy |
244,481
+12,618
| +5% | +$409K | 0.01% | 1471 |
|
|
2016
Q4 | $7.71M | Buy |
231,863
+16,022
| +7% | +$533K | 0.01% | 1442 |
|
|
2016
Q3 | $5.19M | Sell |
215,841
-15,145
| -7% | -$364K | 0.01% | 1629 |
|
|
2016
Q2 | $5M | Buy |
230,986
+48,790
| +27% | +$1.06M | 0.01% | 1554 |
|
|
2016
Q1 | $3.5M | Buy |
182,196
+11,961
| +7% | +$230K | ﹤0.01% | 1735 |
|
|
2015
Q4 | $3.55M | Buy |
170,235
+21,819
| +15% | +$455K | ﹤0.01% | 1739 |
|
|
2015
Q3 | $2.8M | Buy |
148,416
+23,040
| +18% | +$434K | ﹤0.01% | 1858 |
|
|
2015
Q2 | $2.04M | Buy |
125,376
+4,428
| +4% | +$72.2K | ﹤0.01% | 2091 |
|
|
2015
Q1 | $1.95M | Buy |
120,948
+43,156
| +55% | +$694K | ﹤0.01% | 2066 |
|
|
2014
Q4 | $1.18M | Buy |
77,792
+2,196
| +3% | +$33.2K | ﹤0.01% | 2280 |
|
|
2014
Q3 | $1.03M | Buy |
75,596
+1,780
| +2% | +$24.2K | ﹤0.01% | 2287 |
|
|
2014
Q2 | $1.16M | Buy |
73,816
+6,940
| +10% | +$109K | ﹤0.01% | 2248 |
|
|
2014
Q1 | $1.04M | Buy |
66,876
+2,100
| +3% | +$32.6K | ﹤0.01% | 2270 |
|
|
2013
Q4 | $997K | Buy |
64,776
+2,532
| +4% | +$39K | ﹤0.01% | 2273 |
|
|
2013
Q3 | $897K | Buy |
62,244
+1,086
| +2% | +$15.7K | ﹤0.01% | 2261 |
|
|
2013
Q2 | $915K | Buy |
+61,158
| New | +$915K | ﹤0.01% | 2208 |
|