Commonwealth Equity Services’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 | $309K | Sell |
9,050
-3,432
| -27% | -$117K | ﹤0.01% | 3551 |
|
2025
Q1 | $427K | Sell |
12,482
-398
| -3% | -$13.6K | ﹤0.01% | 3164 |
|
2024
Q4 | $439K | Sell |
12,880
-335
| -3% | -$11.4K | ﹤0.01% | 3068 |
|
2024
Q3 | $437K | Sell |
13,215
-363
| -3% | -$12K | ﹤0.01% | 3003 |
|
2024
Q2 | $370K | Buy |
13,578
+81
| +0.6% | +$2.21K | ﹤0.01% | 3104 |
|
2024
Q1 | $379K | Buy |
13,497
+5,869
| +77% | +$165K | ﹤0.01% | 3069 |
|
2023
Q4 | $227K | Buy |
+7,628
| New | +$227K | ﹤0.01% | 3412 |
|
2023
Q3 | – | Sell |
-9,742
| Closed | -$226K | – | 3932 |
|
2023
Q2 | $226K | Buy |
9,742
+1,263
| +15% | +$29.3K | ﹤0.01% | 3299 |
|
2023
Q1 | $225 | Buy |
8,479
+189
| +2% | +$5 | ﹤0.01% | 3214 |
|
2022
Q4 | $255K | Buy |
8,290
+36
| +0.4% | +$1.11K | ﹤0.01% | 3003 |
|
2022
Q3 | $221K | Buy |
8,254
+368
| +5% | +$9.85K | ﹤0.01% | 3082 |
|
2022
Q2 | $214K | Buy |
7,886
+49
| +0.6% | +$1.33K | ﹤0.01% | 3137 |
|
2022
Q1 | $234K | Buy |
+7,837
| New | +$234K | ﹤0.01% | 3185 |
|