Creative Planning’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 | $897K | Buy |
26,234
+5,937
| +29% | +$203K | ﹤0.01% | 1952 |
|
|
2025
Q1 | $694K | Buy |
20,297
+219
| +1% | +$7.49K | ﹤0.01% | 2006 |
|
|
2024
Q4 | $684K | Buy |
20,078
+1,006
| +5% | +$34.3K | ﹤0.01% | 1933 |
|
|
2024
Q3 | $631K | Sell |
19,072
-1,233
| -6% | -$40.8K | ﹤0.01% | 1903 |
|
|
2024
Q2 | $554K | Sell |
20,305
-1,595
| -7% | -$43.5K | ﹤0.01% | 1853 |
|
|
2024
Q1 | $615K | Buy |
21,900
+4,407
| +25% | +$124K | ﹤0.01% | 1692 |
|
|
2023
Q4 | $521K | Buy |
+17,493
| New | +$521K | ﹤0.01% | 1690 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$10K | – | 4659 |
|
|
2017
Q1 | $10K | Sell |
300
-75
| -20% | -$2.5K | ﹤0.01% | 3562 |
|
|
2016
Q4 | $12K | Buy |
+375
| New | +$12K | ﹤0.01% | 3384 |
|
|
2016
Q2 | – | Sell |
-300
| Closed | -$6K | – | 4343 |
|
|
2016
Q1 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 3461 |
|