Signature Estate & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Hold |
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|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $200K | Hold |
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|
2018
Q4 | $194K | Hold |
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|
2018
Q3 | $250K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $232K | Hold |
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|
2017
Q4 | $249K | Hold |
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|
2017
Q3 | $271K | Hold |
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|
2017
Q2 | $249K | Hold |
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|
2017
Q1 | $262K | Hold |
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|
2016
Q4 | $269K | Hold |
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|
2016
Q3 | $195K | Hold |
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|
2016
Q2 | $175K | Hold |
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|
2016
Q1 | $155K | Hold |
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|
2015
Q4 | $169K | Sell |
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|
2015
Q3 | $157K | Hold |
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|
2015
Q2 | $135K | Hold |
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|
2015
Q1 | $134K | Hold |
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|
2014
Q4 | $126K | Hold |
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|
2014
Q3 | $113K | Buy |
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