Compton Wealth Advisory Group’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 | $342K | Hold |
10,007
| – | – | 0.09% | 73 |
|
|
2025
Q1 | $342K | Hold |
10,007
| – | – | 0.09% | 70 |
|
|
2024
Q4 | $341K | Hold |
10,007
| – | – | 0.09% | 87 |
|
|
2024
Q3 | $331K | Hold |
10,007
| – | – | 0.08% | 92 |
|
|
2024
Q2 | $273K | Hold |
10,007
| – | – | 0.07% | 95 |
|
|
2024
Q1 | $281K | Buy |
10,007
+1,157
| +13% | +$32.5K | 0.08% | 91 |
|
|
2023
Q4 | $263K | Hold |
8,850
| – | – | 0.08% | 80 |
|
|
2023
Q3 | $203K | Hold |
8,850
| – | – | 0.07% | 91 |
|
|
2023
Q2 | $206K | Sell |
8,850
-3,354
| -27% | -$77.9K | 0.07% | 87 |
|
|
2023
Q1 | $325K | Buy |
12,204
+3,411
| +39% | +$90.9K | 0.11% | 78 |
|
|
2022
Q4 | $271K | Buy |
8,793
+63
| +0.7% | +$1.94K | 0.11% | 86 |
|
|
2022
Q3 | $234K | Buy |
8,730
+69
| +0.8% | +$1.85K | 0.1% | 87 |
|
|
2022
Q2 | $235K | Hold |
8,661
| – | – | 0.1% | 93 |
|
|
2022
Q1 | $259K | Hold |
8,661
| – | – | 0.1% | 104 |
|
|
2021
Q4 | $274K | Buy |
+8,661
| New | +$274K | 0.12% | 69 |
|