Oak Harbor Wealth Partners’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 | $230K | Buy |
6,740
+10
| +0.1% | +$342 | 0.06% | 180 |
|
|
2025
Q1 | $230K | Buy |
6,730
+473
| +8% | +$16.2K | 0.07% | 186 |
|
|
2024
Q4 | $213K | Hold |
6,257
| – | – | 0.06% | 165 |
|
|
2024
Q3 | $207K | Sell |
6,257
-2,151
| -26% | -$71.1K | 0.06% | 164 |
|
|
2024
Q2 | $229K | Buy |
8,408
+549
| +7% | +$15K | 0.07% | 152 |
|
|
2024
Q1 | $221K | Hold |
7,859
| – | – | 0.07% | 163 |
|
|
2023
Q4 | $234K | Buy |
+7,859
| New | +$234K | 0.08% | 151 |
|
|
2023
Q1 | – | Sell |
-6,916
| Closed | -$213K | – | 228 |
|
|
2022
Q4 | $213K | Buy |
+6,916
| New | +$213K | 0.08% | 150 |
|