Steward Partners Investment Advisory’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 | $509K | Sell |
14,905
-53,161
| -78% | -$1.82M | ﹤0.01% | 1291 |
|
|
2025
Q1 | $2.33M | Buy |
68,066
+608
| +0.9% | +$20.8K | 0.02% | 623 |
|
|
2024
Q4 | $2.3M | Buy |
67,458
+59,750
| +775% | +$2.04M | 0.02% | 590 |
|
|
2024
Q3 | $255K | Sell |
7,708
-2,146
| -22% | -$70.9K | ﹤0.01% | 1405 |
|
|
2024
Q2 | $269K | Hold |
9,854
| – | – | ﹤0.01% | 1318 |
|
|
2024
Q1 | $277K | Buy |
9,854
+5,327
| +118% | +$149K | ﹤0.01% | 1296 |
|
|
2023
Q4 | $135K | Sell |
4,527
-3,920
| -46% | -$117K | ﹤0.01% | 1541 |
|
|
2023
Q3 | $194K | Hold |
8,447
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q2 | $196K | Hold |
8,447
| – | – | ﹤0.01% | 1298 |
|
|
2023
Q1 | $225K | Sell |
8,447
-556
| -6% | -$14.8K | ﹤0.01% | 1231 |
|
|
2022
Q4 | $278K | Buy |
9,003
+8
| +0.1% | +$247 | ﹤0.01% | 1112 |
|
|
2022
Q3 | $241K | Hold |
8,995
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q2 | $244K | Hold |
8,995
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q1 | $269K | Buy |
8,995
+423
| +5% | +$12.7K | ﹤0.01% | 1181 |
|
|
2021
Q4 | $271K | Buy |
8,572
+595
| +7% | +$18.8K | ﹤0.01% | 1184 |
|
|
2021
Q3 | $248K | Buy |
7,977
+2,707
| +51% | +$84.2K | ﹤0.01% | 1185 |
|
|
2021
Q2 | $160K | Buy |
5,270
+4,827
| +1,090% | +$147K | ﹤0.01% | 1713 |
|
|
2021
Q1 | $13.5K | Hold |
443
| – | – | ﹤0.01% | 2653 |
|
|
2020
Q4 | $10K | Hold |
443
| – | – | ﹤0.01% | 2326 |
|
|
2020
Q3 | $7K | Hold |
443
| – | – | ﹤0.01% | 2278 |
|
|
2020
Q2 | $8K | Buy |
+443
| New | +$8K | ﹤0.01% | 2136 |
|
|
2019
Q3 | – | Sell |
-1,250
| Closed | -$34K | – | 2770 |
|
|
2019
Q2 | $34K | Buy |
+1,250
| New | +$34K | ﹤0.01% | 1485 |
|