Ellsworth Advisors’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 | $356K | Buy |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $350K | Buy |
|
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|
2024
Q3 | $337K | Buy |
|
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $302K | Hold |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $224K | Buy |
|