UBS Group’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 | $3.13M | Buy |
91,608
+8,036
| +10% | +$275K | ﹤0.01% | 3449 |
|
|
2025
Q1 | $2.86M | Buy |
83,572
+2,740
| +3% | +$93.7K | ﹤0.01% | 3436 |
|
|
2024
Q4 | $2.75M | Buy |
80,832
+23,932
| +42% | +$815K | ﹤0.01% | 3458 |
|
|
2024
Q3 | $1.88M | Buy |
56,900
+4,358
| +8% | +$144K | ﹤0.01% | 3079 |
|
|
2024
Q2 | $1.43M | Sell |
52,542
-38,360
| -42% | -$1.05M | ﹤0.01% | 3109 |
|
|
2024
Q1 | $2.55M | Sell |
90,902
-15,254
| -14% | -$428K | ﹤0.01% | 2771 |
|
|
2023
Q4 | $3.16M | Buy |
106,156
+27,641
| +35% | +$823K | ﹤0.01% | 2428 |
|
|
2023
Q3 | $1.8M | Buy |
78,515
+27,306
| +53% | +$626K | ﹤0.01% | 2632 |
|
|
2023
Q2 | $1.19M | Buy |
51,209
+8,079
| +19% | +$188K | ﹤0.01% | 3155 |
|
|
2023
Q1 | $1.15M | Buy |
43,130
+4,337
| +11% | +$116K | ﹤0.01% | 3072 |
|
|
2022
Q4 | $1.2M | Buy |
38,793
+18,688
| +93% | +$576K | ﹤0.01% | 2995 |
|
|
2022
Q3 | $540K | Sell |
20,105
-1,945
| -9% | -$52.2K | ﹤0.01% | 3306 |
|
|
2022
Q2 | $599K | Sell |
22,050
-8,977
| -29% | -$244K | ﹤0.01% | 3225 |
|
|
2022
Q1 | $928K | Sell |
31,027
-9,425
| -23% | -$282K | ﹤0.01% | 3300 |
|
|
2021
Q4 | $1.28M | Buy |
40,452
+35,987
| +806% | +$1.14M | ﹤0.01% | 3256 |
|
|
2021
Q3 | $139K | Buy |
4,465
+17
| +0.4% | +$529 | ﹤0.01% | 4535 |
|
|
2021
Q2 | $135K | Sell |
4,448
-16,570
| -79% | -$503K | ﹤0.01% | 4620 |
|
|
2021
Q1 | $638K | Buy |
21,018
+9,181
| +78% | +$279K | ﹤0.01% | 3751 |
|
|
2020
Q4 | $278K | Sell |
11,837
-2,487
| -17% | -$58.4K | ﹤0.01% | 4069 |
|
|
2020
Q3 | $235K | Sell |
14,324
-24,765
| -63% | -$406K | ﹤0.01% | 3898 |
|
|
2020
Q2 | $736K | Sell |
39,089
-17,121
| -30% | -$322K | ﹤0.01% | 3073 |
|
|
2020
Q1 | $1.02M | Sell |
56,210
-42,450
| -43% | -$768K | ﹤0.01% | 2640 |
|
|
2019
Q4 | $2.75M | Buy |
98,660
+37,293
| +61% | +$1.04M | ﹤0.01% | 2500 |
|
|
2019
Q3 | $1.71M | Buy |
61,367
+36,438
| +146% | +$1.01M | ﹤0.01% | 2752 |
|
|
2019
Q2 | $680K | Buy |
24,929
+14,100
| +130% | +$385K | ﹤0.01% | 3325 |
|
|
2019
Q1 | $268K | Sell |
10,829
-26,453
| -71% | -$655K | ﹤0.01% | 3689 |
|
|
2018
Q4 | $893K | Buy |
37,282
+6,256
| +20% | +$150K | ﹤0.01% | 3064 |
|
|
2018
Q3 | $957K | Buy |
31,026
+9,800
| +46% | +$302K | ﹤0.01% | 3184 |
|
|
2018
Q2 | $682K | Buy |
21,226
+8,749
| +70% | +$281K | ﹤0.01% | 3336 |
|
|
2018
Q1 | $357K | Sell |
12,477
-4,195
| -25% | -$120K | ﹤0.01% | 3659 |
|
|
2017
Q4 | $512K | Buy |
16,672
+3,244
| +24% | +$99.6K | ﹤0.01% | 3447 |
|
|
2017
Q3 | $449K | Buy |
13,428
+5,203
| +63% | +$174K | ﹤0.01% | 3521 |
|
|
2017
Q2 | $253K | Sell |
8,225
-4,510
| -35% | -$139K | ﹤0.01% | 3767 |
|
|
2017
Q1 | $413K | Sell |
12,735
-11,503
| -47% | -$373K | ﹤0.01% | 3404 |
|
|
2016
Q4 | $806K | Buy |
24,238
+10,018
| +70% | +$333K | ﹤0.01% | 2978 |
|
|
2016
Q3 | $342K | Buy |
14,220
+8,223
| +137% | +$198K | ﹤0.01% | 3381 |
|
|
2016
Q2 | $130K | Buy |
5,997
+659
| +12% | +$14.3K | ﹤0.01% | 4042 |
|
|
2016
Q1 | $102K | Sell |
5,338
-768
| -13% | -$14.7K | ﹤0.01% | 4223 |
|
|
2015
Q4 | $128K | Sell |
6,106
-22,030
| -78% | -$462K | ﹤0.01% | 4064 |
|
|
2015
Q3 | $530K | Buy |
28,136
+13,907
| +98% | +$262K | ﹤0.01% | 3069 |
|
|
2015
Q2 | $232K | Buy |
14,229
+8,460
| +147% | +$138K | ﹤0.01% | 3771 |
|
|
2015
Q1 | $92K | Sell |
5,769
-1,395
| -19% | -$22.2K | ﹤0.01% | 4234 |
|
|
2014
Q4 | $109K | Buy |
+7,164
| New | +$109K | ﹤0.01% | 4169 |
|