Focus Partners Wealth’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 | $4.95M | Buy |
144,773
+1,433
| +1% | +$49K | 0.01% | 675 |
|
|
2025
Q1 | $4.9M | Buy |
143,340
+9,159
| +7% | +$313K | 0.01% | 630 |
|
|
2024
Q4 | $4.57M | Sell |
134,181
-714
| -0.5% | -$24.3K | 0.01% | 634 |
|
|
2024
Q3 | $4.46M | Buy |
134,895
+109,701
| +435% | +$3.63M | 0.01% | 586 |
|
|
2024
Q2 | $687K | Hold |
25,194
| – | – | ﹤0.01% | 876 |
|
|
2024
Q1 | $707K | Hold |
25,194
| – | – | 0.01% | 661 |
|
|
2023
Q4 | $750K | Buy |
+25,194
| New | +$750K | 0.01% | 503 |
|