Creative Planning’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Buy |
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|
2025
Q2 | $897K | Buy |
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|
2025
Q1 | $694K | Buy |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $521K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $10K | Sell |
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|
2016
Q4 | $12K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $6K | Buy |
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