Concourse Financial Group Securities’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7692 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8053 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8049 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8052 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8054 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7988 |
|
|
2023
Q3 | – | Sell |
-39
| Closed | -$916 | – | 7791 |
|
|
2023
Q2 | $916 | Sell |
39
-221
| -85% | -$5.19K | ﹤0.01% | 2148 |
|
|
2023
Q1 | $6.99K | Hold |
260
| – | – | ﹤0.01% | 1772 |
|
|
2022
Q4 | $8.08K | Hold |
260
| – | – | ﹤0.01% | 1726 |
|
|
2022
Q3 | $7K | Hold |
260
| – | – | ﹤0.01% | 1579 |
|
|
2022
Q2 | $7K | Sell |
260
-7
| -3% | -$188 | ﹤0.01% | 1775 |
|
|
2022
Q1 | $8K | Sell |
267
-7
| -3% | -$210 | ﹤0.01% | 1760 |
|
|
2021
Q4 | $9K | Hold |
274
| – | – | ﹤0.01% | 1891 |
|
|
2021
Q3 | $9K | Hold |
274
| – | – | ﹤0.01% | 1924 |
|
|
2021
Q2 | $8K | Hold |
274
| – | – | ﹤0.01% | 1946 |
|
|
2021
Q1 | $8K | Buy |
274
+8
| +3% | +$234 | ﹤0.01% | 1837 |
|
|
2020
Q4 | $6K | Buy |
266
+45
| +20% | +$1.02K | ﹤0.01% | 1880 |
|
|
2020
Q3 | $4K | Hold |
221
| – | – | ﹤0.01% | 1887 |
|
|
2020
Q2 | $4K | Sell |
221
-82
| -27% | -$1.48K | ﹤0.01% | 1774 |
|
|
2020
Q1 | $6K | Hold |
303
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q4 | $8K | Buy |
303
+221
| +270% | +$5.84K | ﹤0.01% | 1508 |
|
|
2019
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q2 | $2K | Hold |
82
| – | – | ﹤0.01% | 2033 |
|
|
2019
Q1 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 2068 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5175 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4987 |
|