Raymond James Financial Services Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.95M | Sell |
58,854
-1,128
| -2% | -$37.3K | ﹤0.01% | 1735 |
|
|
2024
Q2 | $1.64M | Sell |
59,982
-209
| -0.3% | -$5.7K | ﹤0.01% | 1791 |
|
|
2024
Q1 | $1.69M | Sell |
60,191
-8,459
| -12% | -$237K | ﹤0.01% | 1726 |
|
|
2023
Q4 | $2.04M | Sell |
68,650
-64,977
| -49% | -$1.93M | ﹤0.01% | 1556 |
|
|
2023
Q3 | $3.06M | Sell |
133,627
-1,203
| -0.9% | -$27.6K | 0.01% | 1264 |
|
|
2023
Q2 | $3.13M | Sell |
134,830
-34,177
| -20% | -$794K | 0.01% | 1271 |
|
|
2023
Q1 | $4.5M | Buy |
169,007
+99,746
| +144% | +$2.66M | 0.01% | 1052 |
|
|
2022
Q4 | $2.14M | Sell |
69,261
-13,974
| -17% | -$431K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $2.23M | Buy |
83,235
+10,727
| +15% | +$288K | 0.01% | 1366 |
|
|
2022
Q2 | $1.97M | Buy |
72,508
+1,972
| +3% | +$53.6K | ﹤0.01% | 1449 |
|
|
2022
Q1 | $2.11M | Sell |
70,536
-34,369
| -33% | -$1.03M | ﹤0.01% | 1457 |
|
|
2021
Q4 | $3.31M | Sell |
104,905
-7,773
| -7% | -$246K | 0.01% | 1235 |
|
|
2021
Q3 | $3.51M | Sell |
112,678
-8,722
| -7% | -$271K | 0.01% | 1162 |
|
|
2021
Q2 | $3.69M | Buy |
121,400
+1,341
| +1% | +$40.8K | 0.01% | 1126 |
|
|
2021
Q1 | $3.65M | Buy |
120,059
+8,597
| +8% | +$261K | 0.01% | 1065 |
|
|
2020
Q4 | $2.62M | Sell |
111,462
-26,914
| -19% | -$632K | 0.01% | 1146 |
|
|
2020
Q3 | $2.27M | Sell |
138,376
-3,217
| -2% | -$52.8K | 0.01% | 1101 |
|
|
2020
Q2 | $2.67M | Buy |
141,593
+17,808
| +14% | +$336K | 0.01% | 987 |
|
|
2020
Q1 | $2.24M | Sell |
123,785
-2,584
| -2% | -$46.7K | 0.01% | 838 |
|
|
2019
Q4 | $3.52M | Sell |
126,369
-24,889
| -16% | -$692K | 0.01% | 872 |
|
|
2019
Q3 | $4.21M | Buy |
151,258
+13,857
| +10% | +$385K | 0.02% | 759 |
|
|
2019
Q2 | $3.75M | Sell |
137,401
-2,891
| -2% | -$78.9K | 0.01% | 800 |
|
|
2019
Q1 | $3.47M | Sell |
140,292
-2,147
| -2% | -$53.1K | 0.01% | 795 |
|
|
2018
Q4 | $3.41M | Sell |
142,439
-756
| -0.5% | -$18.1K | 0.02% | 678 |
|
|
2018
Q3 | $4.42M | Sell |
143,195
-33,367
| -19% | -$1.03M | 0.02% | 699 |
|
|
2018
Q2 | $5.67M | Buy |
176,562
+4,104
| +2% | +$132K | 0.03% | 553 |
|
|
2018
Q1 | $4.93M | Buy |
172,458
+22,054
| +15% | +$631K | 0.03% | 551 |
|
|
2017
Q4 | $4.63M | Buy |
150,404
+5,896
| +4% | +$181K | 0.03% | 566 |
|
|
2017
Q3 | $4.84M | Sell |
144,508
-22,382
| -13% | -$750K | 0.03% | 533 |
|
|
2017
Q2 | $5.14M | Buy |
166,890
+5,532
| +3% | +$170K | 0.04% | 500 |
|
|
2017
Q1 | $5.23M | Buy |
161,358
+97,644
| +153% | +$3.16M | 0.04% | 466 |
|
|
2016
Q4 | $2.12M | Sell |
63,714
-8,573
| -12% | -$285K | 0.02% | 757 |
|
|
2016
Q3 | $1.74M | Sell |
72,287
-7,979
| -10% | -$192K | 0.02% | 832 |
|
|
2016
Q2 | $1.74M | Buy |
80,266
+1,750
| +2% | +$37.9K | 0.02% | 803 |
|
|
2016
Q1 | $1.51M | Buy |
78,516
+422
| +0.5% | +$8.1K | 0.02% | 743 |
|
|
2015
Q4 | $1.63M | Sell |
78,094
-18,442
| -19% | -$385K | 0.02% | 725 |
|
|
2015
Q3 | $1.82M | Buy |
96,536
+78,937
| +449% | +$1.49M | 0.03% | 557 |
|
|
2015
Q2 | $287K | Buy |
+17,599
| New | +$287K | 0.02% | 558 |
|
|
2013
Q3 | – | Sell |
-24,102
| Closed | -$355K | – | 912 |
|
|
2013
Q2 | $355K | Buy |
+24,102
| New | +$355K | 0.01% | 970 |
|