Choreo LLC’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 | $1.17M | Sell |
33,981
-315
| -0.9% | -$10.9K | 0.02% | 532 |
|
2025
Q1 | $1.18M | Buy |
34,296
+4,184
| +14% | +$144K | 0.02% | 497 |
|
2024
Q4 | $1.03M | Buy |
30,112
+383
| +1% | +$13.1K | 0.01% | 564 |
|
2024
Q3 | $958K | Buy |
29,729
+137
| +0.5% | +$4.42K | 0.01% | 587 |
|
2024
Q2 | $799K | Buy |
29,592
+6,400
| +28% | +$173K | 0.01% | 605 |
|
2024
Q1 | $651K | Buy |
23,192
+4,596
| +25% | +$129K | 0.02% | 370 |
|
2023
Q4 | $558K | Buy |
+18,596
| New | +$558K | 0.02% | 376 |
|
2023
Q2 | – | Sell |
-30,630
| Closed | -$816K | – | 496 |
|
2023
Q1 | $816K | Buy |
30,630
+17
| +0.1% | +$453 | 0.03% | 230 |
|
2022
Q4 | $940K | Buy |
+30,613
| New | +$940K | 0.05% | 103 |
|