Stifel Financial’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,772
| Closed | -$206K | – | 3418 |
|
|
2021
Q2 | $206K | Buy |
6,772
+40
| +0.6% | +$1.22K | ﹤0.01% | 3124 |
|
|
2021
Q1 | $205K | Buy |
+6,732
| New | +$205K | ﹤0.01% | 3010 |
|
|
2019
Q4 | – | Sell |
-38,812
| Closed | -$1.08M | – | 3078 |
|
|
2019
Q3 | $1.08M | Hold |
38,812
| – | – | ﹤0.01% | 1702 |
|
|
2019
Q2 | $1.06M | Sell |
38,812
-10,000
| -20% | -$273K | ﹤0.01% | 1769 |
|
|
2019
Q1 | $1.21M | Hold |
48,812
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q4 | $1.17M | Hold |
48,812
| – | – | ﹤0.01% | 1437 |
|
|
2018
Q3 | $1.51M | Hold |
48,812
| – | – | ﹤0.01% | 1429 |
|
|
2018
Q2 | $1.57M | Buy |
48,812
+10,000
| +26% | +$321K | ﹤0.01% | 1348 |
|
|
2018
Q1 | $1.11M | Buy |
+38,812
| New | +$1.11M | ﹤0.01% | 1499 |
|
|
2014
Q4 | – | Sell |
-13,750
| Closed | -$187K | – | 2393 |
|
|
2014
Q3 | $187K | Buy |
+13,750
| New | +$187K | ﹤0.01% | 2023 |
|