Farther Finance Advisors’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 | $376 | Sell |
11
-180
| -94% | -$6.15K | ﹤0.01% | 4092 |
|
|
2025
Q1 | $6.46K | Buy |
191
+180
| +1,636% | +$6.09K | ﹤0.01% | 2933 |
|
|
2024
Q4 | $375 | Hold |
11
| – | – | ﹤0.01% | 3502 |
|
|
2024
Q3 | $363 | Buy |
11
+6
| +120% | +$198 | ﹤0.01% | 3496 |
|
|
2024
Q2 | $135 | Buy |
+5
| New | +$135 | ﹤0.01% | 3559 |
|
|
2023
Q2 | – | Sell |
-22
| Closed | -$586 | – | 2577 |
|
|
2023
Q1 | $586 | Hold |
22
| – | – | ﹤0.01% | 1965 |
|
|
2022
Q4 | $678 | Buy |
+22
| New | +$678 | ﹤0.01% | 1753 |
|