Rothschild Investment LLC’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 | $2.22K | Sell |
65
-70
| -52% | -$2.39K | ﹤0.01% | 2000 |
|
|
2025
Q1 | $4.62K | Buy |
135
+75
| +125% | +$2.56K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $2.04K | Hold |
60
| – | – | ﹤0.01% | 1788 |
|
|
2024
Q3 | $1.98K | Buy |
60
+30
| +100% | +$992 | ﹤0.01% | 1733 |
|
|
2024
Q2 | $818 | Buy |
30
+25
| +500% | +$682 | ﹤0.01% | 1767 |
|
|
2024
Q1 | $140 | Buy |
+5
| New | +$140 | ﹤0.01% | 1964 |
|