Level Four Advisory Services’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 | $766K | Hold |
22,397
| – | – | 0.03% | 437 |
|
|
2025
Q1 | $766K | Sell |
22,397
-3,339
| -13% | -$114K | 0.03% | 409 |
|
|
2024
Q4 | $877K | Sell |
25,736
-1,423
| -5% | -$48.5K | 0.04% | 377 |
|
|
2024
Q3 | $883K | Sell |
27,159
-1,056
| -4% | -$34.3K | 0.04% | 392 |
|
|
2024
Q2 | $769K | Sell |
28,215
-5,596
| -17% | -$153K | 0.03% | 397 |
|
|
2024
Q1 | $1.01M | Hold |
33,811
| – | – | 0.06% | 301 |
|
|
2023
Q4 | $1.01M | Hold |
33,811
| – | – | 0.06% | 297 |
|
|
2023
Q3 | $775K | Sell |
33,811
-1,150
| -3% | -$26.4K | 0.05% | 338 |
|
|
2023
Q2 | $812K | Sell |
34,961
-223
| -0.6% | -$5.18K | 0.05% | 335 |
|
|
2023
Q1 | $938K | Sell |
35,184
-1,404
| -4% | -$37.4K | 0.06% | 291 |
|
|
2022
Q4 | $1.13M | Buy |
+36,588
| New | +$1.13M | 0.08% | 229 |
|