O'Shaughnessy Asset Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $614K | Sell |
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|
2025
Q4 | $661K | Sell |
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|
2025
Q3 | $761K | Buy |
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|
2025
Q2 | $682K | Sell |
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|
2025
Q1 | $872K | Buy |
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|
2024
Q4 | $780K | Buy |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $305K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7K | Buy |
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|
2021
Q2 | $6K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $103K | Sell |
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|
2017
Q3 | $248K | Sell |
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|
2017
Q2 | $256K | Sell |
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|
2017
Q1 | $285K | Buy |
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|
2016
Q4 | $289K | Buy |
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