Principal Financial Group’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,062
| Closed | -$226K | – | 2463 |
|
|
2024
Q1 | $226K | Sell |
8,062
-13,944
| -63% | -$391K | ﹤0.01% | 2148 |
|
|
2023
Q4 | $655K | Buy |
22,006
+1,948
| +10% | +$58K | ﹤0.01% | 1897 |
|
|
2023
Q3 | $460K | Buy |
20,058
+6,386
| +47% | +$146K | ﹤0.01% | 1967 |
|
|
2023
Q2 | $318K | Buy |
13,672
+5,794
| +74% | +$135K | ﹤0.01% | 2066 |
|
|
2023
Q1 | $210K | Buy |
+7,878
| New | +$210K | ﹤0.01% | 2173 |
|
|
2021
Q3 | – | Sell |
-7,752
| Closed | -$236K | – | 2622 |
|
|
2021
Q2 | $236K | Buy |
7,752
+977
| +14% | +$29.7K | ﹤0.01% | 2429 |
|
|
2021
Q1 | $206K | Buy |
+6,775
| New | +$206K | ﹤0.01% | 2380 |
|
|
2019
Q4 | – | Sell |
-7,301
| Closed | -$203K | – | 2282 |
|
|
2019
Q3 | $203K | Buy |
+7,301
| New | +$203K | ﹤0.01% | 2140 |
|
|
2019
Q1 | – | Sell |
-8,650
| Closed | -$207K | – | 2243 |
|
|
2018
Q4 | $207K | Sell |
8,650
-412
| -5% | -$9.86K | ﹤0.01% | 2124 |
|
|
2018
Q3 | $280K | Sell |
9,062
-752
| -8% | -$23.2K | ﹤0.01% | 2086 |
|
|
2018
Q2 | $315K | Sell |
9,814
-322
| -3% | -$10.3K | ﹤0.01% | 2072 |
|
|
2018
Q1 | $290K | Buy |
+10,136
| New | +$290K | ﹤0.01% | 2030 |
|
|
2017
Q4 | – | Sell |
-21,264
| Closed | -$712K | – | 2270 |
|
|
2017
Q3 | $712K | Sell |
21,264
-129,036
| -86% | -$4.32M | ﹤0.01% | 1877 |
|
|
2017
Q2 | $4.63M | Sell |
150,300
-163,021
| -52% | -$5.02M | ﹤0.01% | 1570 |
|
|
2017
Q1 | $10.2M | Buy |
313,321
+16,332
| +5% | +$529K | 0.01% | 1178 |
|
|
2016
Q4 | $9.88M | Buy |
296,989
+64,591
| +28% | +$2.15M | 0.01% | 1175 |
|
|
2016
Q3 | $5.58M | Buy |
232,398
+220,127
| +1,794% | +$5.29M | 0.01% | 1420 |
|
|
2016
Q2 | $266K | Buy |
+12,271
| New | +$266K | ﹤0.01% | 1964 |
|
|
2016
Q1 | – | Sell |
-11,067
| Closed | -$231K | – | 2200 |
|
|
2015
Q4 | $231K | Buy |
+11,067
| New | +$231K | ﹤0.01% | 2016 |
|
|
2014
Q2 | – | Sell |
-10,976
| Closed | -$170K | – | 2305 |
|
|
2014
Q1 | $170K | Sell |
10,976
-225
| -2% | -$3.49K | ﹤0.01% | 2169 |
|
|
2013
Q4 | $172K | Sell |
11,201
-207
| -2% | -$3.18K | ﹤0.01% | 2186 |
|
|
2013
Q3 | $165K | Sell |
11,408
-378
| -3% | -$5.47K | ﹤0.01% | 2152 |
|
|
2013
Q2 | $173K | Buy |
+11,786
| New | +$173K | ﹤0.01% | 2114 |
|