O'Brien Greene & Co’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 | $548K | Hold |
16,042
| – | – | 0.18% | 74 |
|
|
2025
Q1 | $548K | Hold |
16,042
| – | – | 0.18% | 71 |
|
|
2024
Q4 | $546K | Hold |
16,042
| – | – | 0.18% | 77 |
|
|
2024
Q3 | $530K | Hold |
16,042
| – | – | 0.17% | 85 |
|
|
2024
Q2 | $437K | Hold |
16,042
| – | – | 0.14% | 90 |
|
|
2024
Q1 | $450K | Hold |
16,042
| – | – | 0.15% | 92 |
|
|
2023
Q4 | $477K | Hold |
16,042
| – | – | 0.17% | 84 |
|
|
2023
Q3 | $368K | Hold |
16,042
| – | – | 0.13% | 92 |
|
|
2023
Q2 | $373K | Hold |
16,042
| – | – | 0.13% | 95 |
|
|
2023
Q1 | $428K | Hold |
16,042
| – | – | 0.16% | 89 |
|
|
2022
Q4 | $495K | Sell |
16,042
-32,084
| -67% | -$990K | 0.19% | 83 |
|
|
2022
Q3 | $1.29M | Buy |
48,126
+32,084
| +200% | +$861K | 0.17% | 91 |
|
|
2022
Q2 | $436K | Hold |
16,042
| – | – | 0.16% | 90 |
|
|
2022
Q1 | $480K | Hold |
16,042
| – | – | 0.16% | 92 |
|
|
2021
Q4 | $507K | Hold |
16,042
| – | – | 0.17% | 86 |
|
|
2021
Q3 | $499K | Hold |
16,042
| – | – | 0.18% | 86 |
|
|
2021
Q2 | $488K | Hold |
16,042
| – | – | 0.17% | 85 |
|
|
2021
Q1 | $488K | Hold |
16,042
| – | – | 0.19% | 82 |
|
|
2020
Q4 | $377K | Hold |
16,042
| – | – | 0.16% | 92 |
|
|
2020
Q3 | $263K | Buy |
+16,042
| New | +$263K | 0.13% | 91 |
|