IFP 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 | – | Sell |
-5
| Closed | -$171 | – | 3076 |
|
|
2025
Q1 | $171 | Hold |
5
| – | – | ﹤0.01% | 3712 |
|
|
2024
Q4 | $170 | Buy |
+5
| New | +$170 | ﹤0.01% | 3822 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4512 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4303 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4183 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3996 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3849 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3671 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3598 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3566 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3607 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$31K | – | 3808 |
|
|
2018
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 2171 |
|
|
2018
Q2 | $32K | Buy |
+1,000
| New | +$32K | ﹤0.01% | 2161 |
|
|
2017
Q1 | – | Sell |
-8
| Closed | – | – | 4091 |
|
|
2016
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 4103 |
|
|
2016
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 4022 |
|
|
2016
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4180 |
|
|
2016
Q1 | – | Sell |
-8
| Closed | – | – | 3369 |
|
|
2015
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3782 |
|