First Western Trust Bank’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 | $529K | Sell |
15,467
-104
| -0.7% | -$3.56K | 0.02% | 114 |
|
2025
Q1 | $532K | Sell |
15,571
-2,657
| -15% | -$90.8K | 0.03% | 114 |
|
2024
Q4 | $621K | Buy |
18,228
+105
| +0.6% | +$3.58K | 0.03% | 112 |
|
2024
Q3 | $599K | Buy |
18,123
+745
| +4% | +$24.6K | 0.03% | 112 |
|
2024
Q2 | $474K | Hold |
17,378
| – | – | 0.02% | 126 |
|
2024
Q1 | $488K | Hold |
17,378
| – | – | 0.02% | 124 |
|
2023
Q4 | $517K | Hold |
17,378
| – | – | 0.03% | 123 |
|
2023
Q3 | $398K | Hold |
17,378
| – | – | 0.02% | 128 |
|
2023
Q2 | $404K | Hold |
17,378
| – | – | 0.02% | 136 |
|
2023
Q1 | $463K | Hold |
17,378
| – | – | 0.02% | 127 |
|
2022
Q4 | $536K | Hold |
17,378
| – | – | 0.03% | 115 |
|
2022
Q3 | $466K | Hold |
17,378
| – | – | 0.03% | 112 |
|
2022
Q2 | $472K | Hold |
17,378
| – | – | 0.03% | 114 |
|
2022
Q1 | $527K | Buy |
+17,378
| New | +$527K | 0.03% | 119 |
|