Envestnet Asset Management’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 | $1.4M | Buy |
41,082
+2,152
| +6% | +$73.6K | ﹤0.01% | 3054 |
|
|
2025
Q1 | $1.33M | Buy |
38,930
+4,206
| +12% | +$144K | ﹤0.01% | 3001 |
|
|
2024
Q4 | $1.18M | Sell |
34,724
-1,866
| -5% | -$63.6K | ﹤0.01% | 3055 |
|
|
2024
Q3 | $1.21M | Buy |
36,590
+859
| +2% | +$28.4K | ﹤0.01% | 2999 |
|
|
2024
Q2 | $974K | Sell |
35,731
-2,046
| -5% | -$55.8K | ﹤0.01% | 3058 |
|
|
2024
Q1 | $1.06M | Sell |
37,777
-809
| -2% | -$22.7K | ﹤0.01% | 2988 |
|
|
2023
Q4 | $1.15M | Buy |
38,586
+3,022
| +8% | +$89.9K | ﹤0.01% | 2841 |
|
|
2023
Q3 | $815K | Buy |
35,564
+3,815
| +12% | +$87.5K | ﹤0.01% | 2957 |
|
|
2023
Q2 | $738K | Sell |
31,749
-1,412
| -4% | -$32.8K | ﹤0.01% | 2976 |
|
|
2023
Q1 | $884K | Sell |
33,161
-1,814
| -5% | -$48.3K | ﹤0.01% | 2760 |
|
|
2022
Q4 | $1.08M | Sell |
34,975
-287
| -0.8% | -$8.85K | ﹤0.01% | 2585 |
|
|
2022
Q3 | $946K | Sell |
35,262
-1,008
| -3% | -$27K | ﹤0.01% | 2611 |
|
|
2022
Q2 | $985K | Sell |
36,270
-1,297
| -3% | -$35.2K | ﹤0.01% | 2602 |
|
|
2022
Q1 | $1.13M | Sell |
37,567
-347
| -0.9% | -$10.4K | ﹤0.01% | 2579 |
|
|
2021
Q4 | $1.2M | Buy |
37,914
+721
| +2% | +$22.8K | ﹤0.01% | 2513 |
|
|
2021
Q3 | $1.16M | Buy |
37,193
+918
| +3% | +$28.6K | ﹤0.01% | 2436 |
|
|
2021
Q2 | $1.1M | Sell |
36,275
-482
| -1% | -$14.7K | ﹤0.01% | 2451 |
|
|
2021
Q1 | $1.12M | Sell |
36,757
-2,048
| -5% | -$62.2K | ﹤0.01% | 2319 |
|
|
2020
Q4 | $911K | Sell |
38,805
-4,506
| -10% | -$106K | ﹤0.01% | 2276 |
|
|
2020
Q3 | $710K | Buy |
43,311
+2,641
| +6% | +$43.3K | ﹤0.01% | 2247 |
|
|
2020
Q2 | $766K | Sell |
40,670
-5,379
| -12% | -$101K | ﹤0.01% | 2132 |
|
|
2020
Q1 | $833K | Buy |
46,049
+6,932
| +18% | +$125K | ﹤0.01% | 1921 |
|
|
2019
Q4 | $1.09M | Sell |
39,117
-3,474
| -8% | -$96.6K | ﹤0.01% | 1972 |
|
|
2019
Q3 | $1.18M | Buy |
42,591
+3,918
| +10% | +$109K | ﹤0.01% | 1837 |
|
|
2019
Q2 | $1.06M | Buy |
38,673
+14,319
| +59% | +$391K | ﹤0.01% | 1906 |
|
|
2019
Q1 | $603K | Buy |
24,354
+6,840
| +39% | +$169K | ﹤0.01% | 2219 |
|
|
2018
Q4 | $419K | Buy |
+17,514
| New | +$419K | ﹤0.01% | 2253 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | – | – | 2954 |
|
|
2017
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 3002 |
|
|
2017
Q3 | $0 | Sell |
1
-66
| -99% | – | ﹤0.01% | 3034 |
|
|
2017
Q2 | $2K | Buy |
67
+66
| +6,600% | +$1.97K | ﹤0.01% | 2958 |
|
|
2017
Q1 | $0 | Sell |
1
-142
| -99% | – | ﹤0.01% | 3169 |
|
|
2016
Q4 | $5K | Buy |
+143
| New | +$5K | ﹤0.01% | 2885 |
|