Vista Investment Management’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 | $647K | Sell |
18,932
-46
| -0.2% | -$1.57K | 0.24% | 105 |
|
|
2025
Q1 | $649K | Sell |
18,978
-1,350
| -7% | -$46.2K | 0.25% | 103 |
|
|
2024
Q4 | $692K | Sell |
20,328
-220
| -1% | -$7.49K | 0.26% | 103 |
|
|
2024
Q3 | $679K | Sell |
20,548
-107
| -0.5% | -$3.54K | 0.26% | 103 |
|
|
2024
Q2 | $563K | Sell |
20,655
-145
| -0.7% | -$3.95K | 0.23% | 108 |
|
|
2024
Q1 | $584K | Hold |
20,800
| – | – | 0.24% | 112 |
|
|
2023
Q4 | $619K | Sell |
20,800
-262
| -1% | -$7.8K | 0.29% | 103 |
|
|
2023
Q3 | $483K | Buy |
21,062
+650
| +3% | +$14.9K | 0.25% | 112 |
|
|
2023
Q2 | $474K | Buy |
20,412
+5,785
| +40% | +$134K | 0.24% | 113 |
|
|
2023
Q1 | $390K | Hold |
14,627
| – | – | 0.21% | 120 |
|
|
2022
Q4 | $451K | Sell |
14,627
-50
| -0.3% | -$1.54K | 0.26% | 114 |
|
|
2022
Q3 | $394K | Hold |
14,677
| – | – | 0.24% | 116 |
|
|
2022
Q2 | $398K | Hold |
14,677
| – | – | 0.24% | 117 |
|
|
2022
Q1 | $439K | Buy |
14,677
+39
| +0.3% | +$1.17K | 0.24% | 115 |
|
|
2021
Q4 | $462K | Sell |
14,638
-64
| -0.4% | -$2.02K | 0.25% | 102 |
|
|
2021
Q3 | $457K | Sell |
14,702
-32
| -0.2% | -$995 | 0.27% | 101 |
|
|
2021
Q2 | $448K | Sell |
14,734
-32
| -0.2% | -$973 | 0.26% | 101 |
|
|
2021
Q1 | $449K | Sell |
14,766
-51
| -0.3% | -$1.55K | 0.28% | 99 |
|
|
2020
Q4 | $348K | Sell |
14,817
-3,637
| -20% | -$85.4K | 0.23% | 108 |
|
|
2020
Q3 | $303K | Sell |
18,454
-115
| -0.6% | -$1.89K | 0.23% | 112 |
|
|
2020
Q2 | $350K | Sell |
18,569
-702
| -4% | -$13.2K | 0.3% | 99 |
|
|
2020
Q1 | $349K | Sell |
19,271
-247
| -1% | -$4.47K | 0.36% | 84 |
|
|
2019
Q4 | $543K | Hold |
19,518
| – | – | 0.41% | 84 |
|
|
2019
Q3 | $543K | Sell |
19,518
-540
| -3% | -$15K | 0.45% | 78 |
|
|
2019
Q2 | $547K | Hold |
20,058
| – | – | 0.46% | 75 |
|
|
2019
Q1 | $496K | Hold |
20,058
| – | – | 0.44% | 85 |
|
|
2018
Q4 | $480K | Buy |
20,058
+2,260
| +13% | +$54.1K | 0.49% | 73 |
|
|
2018
Q3 | $549K | Hold |
17,798
| – | – | 0.48% | 79 |
|
|
2018
Q2 | $571K | Hold |
17,798
| – | – | 0.56% | 72 |
|
|
2018
Q1 | $509K | Hold |
17,798
| – | – | 0.53% | 76 |
|
|
2017
Q4 | $547K | Buy |
+17,798
| New | +$547K | 0.57% | 71 |
|