Raymond James Financial Services Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.95M | Sell |
58,854
-1,128
| -2% | -$36.2K | ﹤0.01% | 1737 |
|
|
2024
Q2 | $1.64M | Sell |
59,982
-209
| -0.3% | -$5.62K | ﹤0.01% | 1793 |
|
|
2024
Q1 | $1.69M | Sell |
60,191
-8,459
| -12% | -$235K | ﹤0.01% | 1727 |
|
|
2023
Q4 | $2.04M | Sell |
68,650
-64,977
| -49% | -$1.68M | ﹤0.01% | 1560 |
|
|
2023
Q3 | $3.06M | Sell |
133,627
-1,203
| -0.9% | -$29K | 0.01% | 1264 |
|
|
2023
Q2 | $3.13M | Sell |
134,830
-34,177
| -20% | -$821K | 0.01% | 1272 |
|
|
2023
Q1 | $4.5M | Buy |
169,007
+99,746
| +144% | +$2.95M | 0.01% | 1053 |
|
|
2022
Q4 | $2.14M | Sell |
69,261
-13,974
| -17% | -$433K | ﹤0.01% | 1406 |
|
|
2022
Q3 | $2.23M | Buy |
83,235
+10,727
| +15% | +$308K | 0.01% | 1367 |
|
|
2022
Q2 | $1.97M | Buy |
72,508
+1,972
| +3% | +$56.3K | ﹤0.01% | 1450 |
|
|
2022
Q1 | $2.11M | Sell |
70,536
-34,369
| -33% | -$1.08M | ﹤0.01% | 1457 |
|
|
2021
Q4 | $3.31M | Sell |
104,905
-7,773
| -7% | -$248K | 0.01% | 1235 |
|
|
2021
Q3 | $3.5M | Sell |
112,678
-8,722
| -7% | -$262K | 0.01% | 1162 |
|
|
2021
Q2 | $3.69M | Buy |
121,400
+1,341
| +1% | +$42.1K | 0.01% | 1126 |
|
|
2021
Q1 | $3.65M | Buy |
120,059
+8,597
| +8% | +$239K | 0.01% | 1065 |
|
|
2020
Q4 | $2.62M | Sell |
111,462
-26,914
| -19% | -$556K | 0.01% | 1146 |
|
|
2020
Q3 | $2.27M | Sell |
138,376
-3,217
| -2% | -$57.2K | 0.01% | 1101 |
|
|
2020
Q2 | $2.67M | Buy |
141,593
+17,808
| +14% | +$330K | 0.01% | 987 |
|
|
2020
Q1 | $2.24M | Sell |
123,785
-2,584
| -2% | -$63.6K | 0.01% | 838 |
|
|
2019
Q4 | $3.52M | Sell |
126,369
-24,889
| -16% | -$698K | 0.01% | 872 |
|
|
2019
Q3 | $4.21M | Buy |
151,258
+13,857
| +10% | +$377K | 0.02% | 759 |
|
|
2019
Q2 | $3.75M | Sell |
137,401
-2,891
| -2% | -$76.3K | 0.01% | 800 |
|
|
2019
Q1 | $3.47M | Sell |
140,292
-2,147
| -2% | -$56.4K | 0.01% | 795 |
|
|
2018
Q4 | $3.41M | Sell |
142,439
-756
| -0.5% | -$20.8K | 0.02% | 678 |
|
|
2018
Q3 | $4.42M | Sell |
143,195
-33,367
| -19% | -$1.08M | 0.02% | 699 |
|
|
2018
Q2 | $5.67M | Buy |
176,562
+4,104
| +2% | +$127K | 0.03% | 553 |
|
|
2018
Q1 | $4.93M | Buy |
172,458
+22,054
| +15% | +$663K | 0.03% | 551 |
|
|
2017
Q4 | $4.63M | Buy |
150,404
+5,896
| +4% | +$197K | 0.03% | 566 |
|
|
2017
Q3 | $4.84M | Sell |
144,508
-22,382
| -13% | -$696K | 0.03% | 533 |
|
|
2017
Q2 | $5.14M | Buy |
166,890
+5,532
| +3% | +$171K | 0.04% | 500 |
|
|
2017
Q1 | $5.23M | Buy |
161,358
+97,644
| +153% | +$3.17M | 0.04% | 466 |
|
|
2016
Q4 | $2.12M | Sell |
63,714
-8,573
| -12% | -$247K | 0.02% | 757 |
|
|
2016
Q3 | $1.74M | Sell |
72,287
-7,979
| -10% | -$185K | 0.02% | 832 |
|
|
2016
Q2 | $1.74M | Buy |
80,266
+1,750
| +2% | +$36.7K | 0.02% | 803 |
|
|
2016
Q1 | $1.51M | Buy |
78,516
+422
| +0.5% | +$7.81K | 0.02% | 743 |
|
|
2015
Q4 | $1.63M | Sell |
78,094
-18,442
| -19% | -$390K | 0.02% | 725 |
|
|
2015
Q3 | $1.82M | Buy |
96,536
+78,937
| +449% | +$1.41M | 0.03% | 557 |
|
|
2015
Q2 | $287K | Buy |
+17,599
| New | +$286K | 0.02% | 559 |
|
|
2013
Q3 | – | Sell |
-24,102
| Closed | -$355K | – | 914 |
|
|
2013
Q2 | $355K | Buy |
+24,102
| New | +$350K | 0.01% | 970 |
|
Other funds holding TOWN
Raymond James Financial Services Advisors's TOWN Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Towne Bank (TOWN) stake by 1.9% in Q3 2024, selling an estimated $36.2K and leaving 58,854 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1737.
Raymond James Financial Services Advisors first reported a position in TOWN in Q2 2013 and has held it in 39 quarters since. The position peaked at $5.67M in Q2 2018. 214 funds tracked by Wall St. Rank hold TOWN as of Q3 2024.
- Raymond James Financial Services Advisors held 58,854 shares of Towne Bank worth $1.95M as of Q3 2024.
- Raymond James Financial Services Advisors sold 1,128 Towne Bank shares in Q3 2024, an estimated $36.2K.
- Towne Bank made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1737 holding.
- Raymond James Financial Services Advisors first reported a position in Towne Bank in Q2 2013 and has held it in 39 quarters since.
- Raymond James Financial Services Advisors's Towne Bank position peaked at $5.67M in Q2 2018.
- 214 funds tracked by Wall St. Rank held Towne Bank as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.