LPL Financial’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 | $1.27M | Buy |
37,714
+1,090
| +3% | +$37.9K | ﹤0.01% | 3951 |
|
|
2025
Q4 | $1.22M | Sell |
36,624
-2,405
| -6% | -$81K | ﹤0.01% | 3864 |
|
|
2025
Q3 | $1.35M | Buy |
39,029
+3,325
| +9% | +$119K | ﹤0.01% | 3709 |
|
|
2025
Q2 | $1.22M | Buy |
35,704
+2,789
| +8% | +$93K | ﹤0.01% | 3571 |
|
|
2025
Q1 | $1.13M | Sell |
32,915
-14,532
| -31% | -$512K | ﹤0.01% | 3453 |
|
|
2024
Q4 | $1.62M | Buy |
47,447
+15,822
| +50% | +$550K | ﹤0.01% | 3061 |
|
|
2024
Q3 | $1.05M | Buy |
31,625
+2,902
| +10% | +$93.3K | ﹤0.01% | 3358 |
|
|
2024
Q2 | $783K | Sell |
28,723
-92
| -0.3% | -$2.48K | ﹤0.01% | 3481 |
|
|
2024
Q1 | $809K | Sell |
28,815
-966
| -3% | -$26.8K | ﹤0.01% | 3371 |
|
|
2023
Q4 | $886K | Sell |
29,781
-2,414
| -7% | -$62.6K | ﹤0.01% | 3145 |
|
|
2023
Q3 | $738K | Sell |
32,195
-1,055
| -3% | -$25.4K | ﹤0.01% | 3169 |
|
|
2023
Q2 | $773K | Buy |
33,250
+1,266
| +4% | +$30.4K | ﹤0.01% | 3077 |
|
|
2023
Q1 | $852K | Buy |
31,984
+1,619
| +5% | +$47.8K | ﹤0.01% | 2866 |
|
|
2022
Q4 | $936K | Buy |
30,365
+10,026
| +49% | +$311K | ﹤0.01% | 2704 |
|
|
2022
Q3 | $546K | Sell |
20,339
-11,743
| -37% | -$337K | ﹤0.01% | 3073 |
|
|
2022
Q2 | $871K | Buy |
32,082
+4,372
| +16% | +$125K | ﹤0.01% | 2687 |
|
|
2022
Q1 | $830K | Buy |
27,710
+3,130
| +13% | +$98.6K | ﹤0.01% | 2767 |
|
|
2021
Q4 | $776K | Buy |
24,580
+9,147
| +59% | +$291K | ﹤0.01% | 2880 |
|
|
2021
Q3 | $480K | Buy |
15,433
+353
| +2% | +$10.6K | ﹤0.01% | 3258 |
|
|
2021
Q2 | $459K | Buy |
15,080
+6
| +0% | +$188 | ﹤0.01% | 3237 |
|
|
2021
Q1 | $458K | Buy |
15,074
+213
| +1% | +$5.92K | ﹤0.01% | 3096 |
|
|
2020
Q4 | $349K | Buy |
14,861
+2,500
| +20% | +$51.7K | ﹤0.01% | 3086 |
|
|
2020
Q3 | $203K | Hold |
12,361
| – | – | ﹤0.01% | 3191 |
|
|
2020
Q2 | $233K | Sell |
12,361
-280
| -2% | -$5.2K | ﹤0.01% | 3022 |
|
|
2020
Q1 | $229K | Sell |
12,641
-8,120
| -39% | -$200K | ﹤0.01% | 2712 |
|
|
2019
Q4 | $578K | Sell |
20,761
-1,789
| -8% | -$50.1K | ﹤0.01% | 2245 |
|
|
2019
Q3 | $627K | Sell |
22,550
-250
| -1% | -$6.8K | ﹤0.01% | 2098 |
|
|
2019
Q2 | $622K | Hold |
22,800
| – | – | ﹤0.01% | 2100 |
|
|
2019
Q1 | $564K | Sell |
22,800
-2,200
| -9% | -$57.8K | ﹤0.01% | 2131 |
|
|
2018
Q4 | $599K | Buy |
25,000
+1,900
| +8% | +$52.2K | ﹤0.01% | 1906 |
|
|
2018
Q3 | $713K | Sell |
23,100
-367
| -2% | -$11.9K | ﹤0.01% | 1934 |
|
|
2018
Q2 | $753K | Buy |
23,467
+800
| +4% | +$24.8K | ﹤0.01% | 1858 |
|
|
2018
Q1 | $648K | Sell |
22,667
-27,205
| -55% | -$818K | ﹤0.01% | 1929 |
|
|
2017
Q4 | $1.53M | Hold |
49,872
| – | – | ﹤0.01% | 1240 |
|
|
2017
Q3 | $1.67M | Buy |
49,872
+28,439
| +133% | +$885K | 0.01% | 1091 |
|
|
2017
Q2 | $660K | Sell |
21,433
-16,384
| -43% | -$507K | ﹤0.01% | 1669 |
|
|
2017
Q1 | $1.21M | Buy |
37,817
+5,816
| +18% | +$189K | 0.01% | 1134 |
|
|
2016
Q4 | $1.06M | Sell |
32,001
-1,582
| -5% | -$45.6K | 0.01% | 1181 |
|
|
2016
Q3 | $810K | Buy |
33,583
+40
| +0.1% | +$927 | 0.01% | 1362 |
|
|
2016
Q2 | $730K | Sell |
33,543
-31,207
| -48% | -$654K | 0.01% | 1387 |
|
|
2016
Q1 | $1.24M | Buy |
64,750
+1,240
| +2% | +$22.9K | ﹤0.01% | 1521 |
|
|
2015
Q4 | $1.32M | Buy |
63,510
+32,411
| +104% | +$685K | ﹤0.01% | 1460 |
|
|
2015
Q3 | $598K | Buy |
31,099
+1,020
| +3% | +$18.3K | ﹤0.01% | 1640 |
|
|
2015
Q2 | $492K | Buy |
+30,079
| New | +$488K | ﹤0.01% | 1919 |
|
Other funds holding TOWN
VPM
VCM
PFPGI