Clearstead 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 | $5.51M | Buy |
161,250
+151
| +0.1% | +$5.16K | 0.08% | 183 |
|
|
2025
Q1 | $5.51M | Buy |
161,099
+1,281
| +0.8% | +$43.8K | 0.09% | 169 |
|
|
2024
Q4 | $5.44M | Sell |
159,818
-212
| -0.1% | -$7.22K | 0.08% | 173 |
|
|
2024
Q3 | $5.29M | Sell |
160,030
-14,054
| -8% | -$465K | 0.08% | 176 |
|
|
2024
Q2 | $4.75M | Buy |
+174,084
| New | +$4.75M | 0.08% | 181 |
|