Nisa Investment 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 | $98.2K | Hold |
2,850
| – | – | ﹤0.01% | 1404 |
|
|
2025
Q1 | $98.2K | Buy |
2,850
+700
| +33% | +$24.1K | ﹤0.01% | 1411 |
|
|
2024
Q4 | $73.8K | Hold |
2,150
| – | – | ﹤0.01% | 1559 |
|
|
2024
Q3 | $71.6K | Sell |
2,150
-13,990
| -87% | -$466K | ﹤0.01% | 1542 |
|
|
2024
Q2 | $444K | Hold |
16,140
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q1 | $457K | Hold |
16,140
| – | – | ﹤0.01% | 1114 |
|
|
2023
Q4 | $480K | Sell |
16,140
-6
| -0% | -$179 | ﹤0.01% | 1072 |
|
|
2023
Q3 | $370K | Sell |
16,146
-16,676
| -51% | -$382K | ﹤0.01% | 1159 |
|
|
2023
Q2 | $763K | Buy |
32,822
+1,004
| +3% | +$23.3K | 0.01% | 946 |
|
|
2023
Q1 | $848K | Hold |
31,818
| – | – | 0.01% | 908 |
|
|
2022
Q4 | $981K | Buy |
31,818
+18
| +0.1% | +$555 | 0.01% | 919 |
|
|
2022
Q3 | $866K | Hold |
31,800
| – | – | 0.01% | 853 |
|
|
2022
Q2 | $863K | Hold |
31,800
| – | – | 0.01% | 870 |
|
|
2022
Q1 | $952K | Sell |
31,800
-40
| -0.1% | -$1.2K | 0.01% | 893 |
|
|
2021
Q4 | $999K | Hold |
31,840
| – | – | 0.01% | 836 |
|
|
2021
Q3 | $991 | Hold |
31,840
| – | – | 0.01% | 910 |
|
|
2021
Q2 | $969 | Sell |
31,840
-160
| -0.5% | -$5 | 0.01% | 949 |
|
|
2021
Q1 | $973 | Hold |
32,000
| – | – | 0.01% | 964 |
|
|
2020
Q4 | $751K | Buy |
32,000
+650
| +2% | +$15.3K | ﹤0.01% | 1038 |
|
|
2020
Q3 | $514K | Hold |
31,350
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q2 | $591K | Buy |
31,350
+220
| +0.7% | +$4.15K | 0.01% | 963 |
|
|
2020
Q1 | $563K | Buy |
31,130
+30,280
| +3,562% | +$548K | 0.01% | 885 |
|
|
2019
Q4 | $24K | Buy |
850
+210
| +33% | +$5.93K | ﹤0.01% | 1667 |
|
|
2019
Q3 | $18K | Hold |
640
| – | – | ﹤0.01% | 1654 |
|
|
2019
Q2 | $17K | Hold |
640
| – | – | ﹤0.01% | 1633 |
|
|
2019
Q1 | $16K | Hold |
640
| – | – | ﹤0.01% | 1652 |
|
|
2018
Q4 | $15K | Hold |
640
| – | – | ﹤0.01% | 1557 |
|
|
2018
Q3 | $20K | Hold |
640
| – | – | ﹤0.01% | 1558 |
|
|
2018
Q2 | $21K | Buy |
640
+100
| +19% | +$3.28K | ﹤0.01% | 1534 |
|
|
2018
Q1 | $15K | Sell |
540
-200
| -27% | -$5.56K | ﹤0.01% | 1539 |
|
|
2017
Q4 | $23K | Hold |
740
| – | – | ﹤0.01% | 1519 |
|
|
2017
Q3 | $25K | Hold |
740
| – | – | ﹤0.01% | 1491 |
|
|
2017
Q2 | $23K | Hold |
740
| – | – | ﹤0.01% | 1468 |
|
|
2017
Q1 | $24K | Sell |
740
-660
| -47% | -$21.4K | ﹤0.01% | 1480 |
|
|
2016
Q4 | $47K | Hold |
1,400
| – | – | ﹤0.01% | 1433 |
|
|
2016
Q3 | $34K | Hold |
1,400
| – | – | ﹤0.01% | 1478 |
|
|
2016
Q2 | $30K | Hold |
1,400
| – | – | ﹤0.01% | 1485 |
|
|
2016
Q1 | $27K | Buy |
+1,400
| New | +$27K | ﹤0.01% | 1510 |
|