Edgestream Partners’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 | $6.29M | Buy |
183,905
+90,241
| +96% | +$3.08M | 0.17% | 228 |
|
|
2025
Q1 | $3.2M | Buy |
+93,664
| New | +$3.2M | 0.11% | 357 |
|
|
2024
Q3 | – | Sell |
-47,995
| Closed | -$1.31M | – | 1083 |
|
|
2024
Q2 | $1.31M | Buy |
47,995
+33,195
| +224% | +$905K | 0.06% | 454 |
|
|
2024
Q1 | $415K | Buy |
+14,800
| New | +$415K | 0.02% | 676 |
|