XML Financial’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 | $515K | Hold |
15,055
| – | – | 0.04% | 237 |
|
|
2025
Q1 | $515K | Hold |
15,055
| – | – | 0.05% | 226 |
|
|
2024
Q4 | $513K | Hold |
15,055
| – | – | 0.05% | 227 |
|
|
2024
Q3 | $498K | Hold |
15,055
| – | – | 0.05% | 231 |
|
|
2024
Q2 | $411K | Hold |
15,055
| – | – | 0.04% | 241 |
|
|
2024
Q1 | $422K | Hold |
15,055
| – | – | 0.04% | 241 |
|
|
2023
Q4 | $448K | Hold |
15,055
| – | – | 0.05% | 222 |
|
|
2023
Q3 | $345K | Buy |
15,055
+2,091
| +16% | +$47.9K | 0.04% | 240 |
|
|
2023
Q2 | $301K | Hold |
12,964
| – | – | 0.03% | 273 |
|
|
2023
Q1 | $345K | Hold |
12,964
| – | – | 0.04% | 252 |
|
|
2022
Q4 | $400K | Hold |
12,964
| – | – | 0.05% | 228 |
|
|
2022
Q3 | $348K | Hold |
12,964
| – | – | 0.05% | 232 |
|
|
2022
Q2 | $352K | Hold |
12,964
| – | – | 0.08% | 167 |
|
|
2022
Q1 | $388K | Hold |
12,964
| – | – | 0.05% | 238 |
|
|
2021
Q4 | $410K | Hold |
12,964
| – | – | 0.05% | 226 |
|
|
2021
Q3 | $403K | Hold |
12,964
| – | – | 0.05% | 220 |
|
|
2021
Q2 | $394K | Hold |
12,964
| – | – | 0.09% | 162 |
|
|
2021
Q1 | $394K | Hold |
12,964
| – | – | 0.1% | 149 |
|
|
2020
Q4 | $304K | Hold |
12,964
| – | – | 0.08% | 162 |
|
|
2020
Q3 | $213K | Hold |
12,964
| – | – | 0.07% | 172 |
|
|
2020
Q2 | $244K | Hold |
12,964
| – | – | 0.08% | 167 |
|
|
2020
Q1 | $235K | Hold |
12,964
| – | – | 0.1% | 150 |
|
|
2019
Q4 | $361K | Buy |
+12,964
| New | +$361K | 0.13% | 122 |
|