Oppenheimer & 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 | $243K | Sell |
7,113
-14,995
| -68% | -$513K | ﹤0.01% | 1427 |
|
|
2025
Q1 | $756K | Sell |
22,108
-44
| -0.2% | -$1.5K | 0.01% | 927 |
|
|
2024
Q4 | $754K | Sell |
22,152
-663
| -3% | -$22.6K | 0.01% | 911 |
|
|
2024
Q3 | $754K | Sell |
22,815
-3,373
| -13% | -$112K | 0.01% | 890 |
|
|
2024
Q2 | $714K | Buy |
26,188
+660
| +3% | +$18K | 0.01% | 886 |
|
|
2024
Q1 | $716K | Buy |
25,528
+719
| +3% | +$20.2K | 0.01% | 867 |
|
|
2023
Q4 | $738K | Sell |
24,809
-195
| -0.8% | -$5.8K | 0.01% | 831 |
|
|
2023
Q3 | $573K | Buy |
25,004
+2,000
| +9% | +$45.9K | 0.01% | 891 |
|
|
2023
Q2 | $535K | Sell |
23,004
-6,196
| -21% | -$144K | 0.01% | 943 |
|
|
2023
Q1 | $778K | Buy |
29,200
+809
| +3% | +$21.6K | 0.02% | 785 |
|
|
2022
Q4 | $876K | Sell |
28,391
-4,296
| -13% | -$132K | 0.02% | 725 |
|
|
2022
Q3 | $877K | Buy |
32,687
+2,783
| +9% | +$74.7K | 0.02% | 701 |
|
|
2022
Q2 | $812K | Buy |
29,904
+984
| +3% | +$26.7K | 0.02% | 756 |
|
|
2022
Q1 | $866K | Sell |
28,920
-2,315
| -7% | -$69.3K | 0.02% | 793 |
|
|
2021
Q4 | $987K | Buy |
31,235
+675
| +2% | +$21.3K | 0.02% | 775 |
|
|
2021
Q3 | $951K | Sell |
30,560
-536
| -2% | -$16.7K | 0.02% | 760 |
|
|
2021
Q2 | $946K | Buy |
31,096
+4,611
| +17% | +$140K | 0.02% | 772 |
|
|
2021
Q1 | $805K | Sell |
26,485
-1,000
| -4% | -$30.4K | 0.02% | 781 |
|
|
2020
Q4 | $645K | Buy |
27,485
+538
| +2% | +$12.6K | 0.01% | 795 |
|
|
2020
Q3 | $442K | Sell |
26,947
-4,183
| -13% | -$68.6K | 0.01% | 854 |
|
|
2020
Q2 | $586K | Buy |
31,130
+11,136
| +56% | +$210K | 0.02% | 745 |
|
|
2020
Q1 | $362K | Buy |
+19,994
| New | +$362K | 0.01% | 841 |
|