Global Retirement Partners’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
Q4
$6.91K Sell
207
-897
-81% -$30.2K ﹤0.01% 3313
2025
Q3
$38.1K Buy
1,104
+338
+44% +$12.1K ﹤0.01% 2055
2025
Q2
$26.2K Buy
+766
New +$25.6K ﹤0.01% 2141
2024
Q4
$3.31K Hold
97
﹤0.01% 2880
2024
Q3
$3.19K Buy
97
+1
+1% +$32 ﹤0.01% 2759
2024
Q2
$2.61K Buy
96
+1
+1% +$27 ﹤0.01% 2869
2024
Q1
$2.66K Hold
95
﹤0.01% 2637
2023
Q4
$2.67K Buy
95
+2
+2% +$52 ﹤0.01% 2560
2023
Q3
$2.08K Buy
93
+1
+1% +$24 ﹤0.01% 2527
2023
Q2
$2.14K Hold
92
﹤0.01% 2529
2023
Q1
$2.05K Buy
92
+1
+1% +$30 ﹤0.01% 2501
2022
Q4
$2.8K Hold
91
﹤0.01% 2234
2022
Q3
$3K Buy
91
+2
+2% +$57 ﹤0.01% 2159
2022
Q2
$2K Hold
89
﹤0.01% 2280
2022
Q1
$3K Buy
+89
New +$2.8K ﹤0.01% 2107
2021
Q4
Sell
-88
Closed -$3K 1662
2021
Q3
$3K Buy
88
+1
+1% +$30 ﹤0.01% 1778
2021
Q2
$3K Buy
87
+1
+1% +$31 ﹤0.01% 1694
2021
Q1
$3K Hold
86
﹤0.01% 1607
2020
Q4
$2K Buy
86
+1
+1% +$21 ﹤0.01% 1633
2020
Q3
$1K Buy
+85
New +$1.51K ﹤0.01% 1589

Other funds holding TOWN