Prospera Financial Services’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 | – | Sell |
-13,954
| Closed | -$477K | – | 1351 |
|
|
2025
Q1 | $477K | Buy |
+13,954
| New | +$477K | 0.01% | 798 |
|
|
2024
Q1 | – | Sell |
-7,400
| Closed | -$220K | – | 1141 |
|
|
2023
Q4 | $220K | Buy |
+7,400
| New | +$220K | 0.01% | 965 |
|
|
2023
Q2 | – | Sell |
-9,825
| Closed | -$262K | – | 1075 |
|
|
2023
Q1 | $262K | Buy |
9,825
+42
| +0.4% | +$1.12K | 0.01% | 822 |
|
|
2022
Q4 | $302K | Buy |
9,783
+454
| +5% | +$14K | 0.02% | 702 |
|
|
2022
Q3 | $250K | Buy |
9,329
+4
| +0% | +$107 | 0.01% | 707 |
|
|
2022
Q2 | $253K | Buy |
9,325
+3,736
| +67% | +$101K | 0.01% | 676 |
|
|
2022
Q1 | $167K | Buy |
+5,589
| New | +$167K | 0.01% | 934 |
|