LPL Financial’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 | $1.22M | Buy |
35,704
+2,789
| +8% | +$95.3K | ﹤0.01% | 3543 |
|
|
2025
Q1 | $1.13M | Sell |
32,915
-14,532
| -31% | -$497K | ﹤0.01% | 3421 |
|
|
2024
Q4 | $1.62M | Buy |
47,447
+15,822
| +50% | +$539K | ﹤0.01% | 3045 |
|
|
2024
Q3 | $1.05M | Buy |
31,625
+2,902
| +10% | +$95.9K | ﹤0.01% | 3314 |
|
|
2024
Q2 | $783K | Sell |
28,723
-92
| -0.3% | -$2.51K | ﹤0.01% | 3435 |
|
|
2024
Q1 | $809K | Sell |
28,815
-966
| -3% | -$27.1K | ﹤0.01% | 3334 |
|
|
2023
Q4 | $886K | Sell |
29,781
-2,414
| -7% | -$71.8K | ﹤0.01% | 3118 |
|
|
2023
Q3 | $738K | Sell |
32,195
-1,055
| -3% | -$24.2K | ﹤0.01% | 3144 |
|
|
2023
Q2 | $773K | Buy |
33,250
+1,266
| +4% | +$29.4K | ﹤0.01% | 3053 |
|
|
2023
Q1 | $852K | Buy |
31,984
+1,619
| +5% | +$43.1K | ﹤0.01% | 2856 |
|
|
2022
Q4 | $936K | Buy |
30,365
+10,026
| +49% | +$309K | ﹤0.01% | 2697 |
|
|
2022
Q3 | $546K | Sell |
20,339
-11,743
| -37% | -$315K | ﹤0.01% | 3057 |
|
|
2022
Q2 | $871K | Buy |
32,082
+4,372
| +16% | +$119K | ﹤0.01% | 2678 |
|
|
2022
Q1 | $830K | Buy |
27,710
+3,130
| +13% | +$93.8K | ﹤0.01% | 2761 |
|
|
2021
Q4 | $776K | Buy |
24,580
+9,147
| +59% | +$289K | ﹤0.01% | 2871 |
|
|
2021
Q3 | $480K | Buy |
15,433
+353
| +2% | +$11K | ﹤0.01% | 3242 |
|
|
2021
Q2 | $459K | Buy |
15,080
+6
| +0% | +$183 | ﹤0.01% | 3226 |
|
|
2021
Q1 | $458K | Buy |
15,074
+213
| +1% | +$6.47K | ﹤0.01% | 3085 |
|
|
2020
Q4 | $349K | Buy |
14,861
+2,500
| +20% | +$58.7K | ﹤0.01% | 3075 |
|
|
2020
Q3 | $203K | Hold |
12,361
| – | – | ﹤0.01% | 3171 |
|
|
2020
Q2 | $233K | Sell |
12,361
-280
| -2% | -$5.28K | ﹤0.01% | 2998 |
|
|
2020
Q1 | $229K | Sell |
12,641
-8,120
| -39% | -$147K | ﹤0.01% | 2704 |
|
|
2019
Q4 | $578K | Sell |
20,761
-1,789
| -8% | -$49.8K | ﹤0.01% | 2241 |
|
|
2019
Q3 | $627K | Sell |
22,550
-250
| -1% | -$6.95K | ﹤0.01% | 2095 |
|
|
2019
Q2 | $622K | Hold |
22,800
| – | – | ﹤0.01% | 2094 |
|
|
2019
Q1 | $564K | Sell |
22,800
-2,200
| -9% | -$54.4K | ﹤0.01% | 2124 |
|
|
2018
Q4 | $599K | Buy |
25,000
+1,900
| +8% | +$45.5K | ﹤0.01% | 1894 |
|
|
2018
Q3 | $713K | Sell |
23,100
-367
| -2% | -$11.3K | ﹤0.01% | 1926 |
|
|
2018
Q2 | $753K | Buy |
23,467
+800
| +4% | +$25.7K | ﹤0.01% | 1844 |
|
|
2018
Q1 | $648K | Sell |
22,667
-27,205
| -55% | -$778K | ﹤0.01% | 1913 |
|
|
2017
Q4 | $1.53M | Hold |
49,872
| – | – | ﹤0.01% | 1233 |
|
|
2017
Q3 | $1.67M | Buy |
49,872
+28,439
| +133% | +$953K | 0.01% | 1087 |
|
|
2017
Q2 | $660K | Sell |
21,433
-16,384
| -43% | -$505K | ﹤0.01% | 1664 |
|
|
2017
Q1 | $1.21M | Buy |
37,817
+5,816
| +18% | +$186K | 0.01% | 1134 |
|
|
2016
Q4 | $1.06M | Sell |
32,001
-1,582
| -5% | -$52.2K | 0.01% | 1181 |
|
|
2016
Q3 | $810K | Buy |
33,583
+40
| +0.1% | +$965 | 0.01% | 1361 |
|
|
2016
Q2 | $730K | Sell |
33,543
-31,207
| -48% | -$679K | 0.01% | 1387 |
|
|
2016
Q1 | $1.24M | Buy |
64,750
+1,240
| +2% | +$23.7K | ﹤0.01% | 1521 |
|
|
2015
Q4 | $1.32M | Buy |
63,510
+32,411
| +104% | +$672K | ﹤0.01% | 1460 |
|
|
2015
Q3 | $598K | Buy |
31,099
+1,020
| +3% | +$19.6K | ﹤0.01% | 1640 |
|
|
2015
Q2 | $492K | Buy |
+30,079
| New | +$492K | ﹤0.01% | 1919 |
|