IFP Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.02K | Sell |
60
-10
| -14% | -$347 | ﹤0.01% | 3960 |
|
|
2025
Q4 | $2.34K | Sell |
70
-6
| -8% | -$202 | ﹤0.01% | 3784 |
|
|
2025
Q3 | $2.63K | Buy |
+76
| New | +$2.72K | ﹤0.01% | 3582 |
|
|
2025
Q2 | – | Sell |
-5
| Closed | -$167 | – | 3076 |
|
|
2025
Q1 | $171 | Hold |
5
| – | – | ﹤0.01% | 3712 |
|
|
2024
Q4 | $170 | Buy |
+5
| New | +$174 | ﹤0.01% | 3822 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4577 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4345 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4235 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4035 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3889 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3710 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3654 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3579 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3634 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$31K | – | 3866 |
|
|
2018
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 2190 |
|
|
2018
Q2 | $32K | Buy |
+1,000
| New | +$31K | ﹤0.01% | 2184 |
|
|
2017
Q1 | – | Sell |
-8
| Closed | – | – | 4133 |
|
|
2016
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 4137 |
|
|
2016
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 4043 |
|
|
2016
Q2 | $0 | Buy |
+8
| New | +$168 | ﹤0.01% | 4073 |
|
|
2016
Q1 | – | Sell |
-8
| Closed | – | – | 3369 |
|
|
2015
Q4 | $0 | Buy |
+8
| New | +$169 | ﹤0.01% | 3798 |
|
Other funds holding TOWN
VPM
VCM
PFPGI