Zurich Cantonal Bank’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 | $492K | Hold |
14,383
| – | – | ﹤0.01% | 1680 |
|
|
2025
Q1 | $492K | Buy |
14,383
+1,861
| +15% | +$63.6K | ﹤0.01% | 1608 |
|
|
2024
Q4 | $426K | Hold |
12,522
| – | – | ﹤0.01% | 1722 |
|
|
2024
Q3 | $414K | Hold |
12,522
| – | – | ﹤0.01% | 1680 |
|
|
2024
Q2 | $341K | Hold |
12,522
| – | – | ﹤0.01% | 1755 |
|
|
2024
Q1 | $351K | Hold |
12,522
| – | – | ﹤0.01% | 1704 |
|
|
2023
Q4 | $373K | Hold |
12,522
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q3 | $287K | Hold |
12,522
| – | – | ﹤0.01% | 1731 |
|
|
2023
Q2 | $291K | Buy |
12,522
+2,423
| +24% | +$56.3K | ﹤0.01% | 1691 |
|
|
2023
Q1 | $269K | Hold |
10,099
| – | – | ﹤0.01% | 1692 |
|
|
2022
Q4 | $311K | Hold |
10,099
| – | – | ﹤0.01% | 1545 |
|
|
2022
Q3 | $271K | Hold |
10,099
| – | – | ﹤0.01% | 1569 |
|
|
2022
Q2 | $274K | Sell |
10,099
-2,007
| -17% | -$54.5K | ﹤0.01% | 1607 |
|
|
2022
Q1 | $362K | Buy |
12,106
+1,784
| +17% | +$53.3K | ﹤0.01% | 1545 |
|
|
2021
Q4 | $326K | Buy |
10,322
+1,873
| +22% | +$59.2K | ﹤0.01% | 1753 |
|
|
2021
Q3 | $263K | Hold |
8,449
| – | – | ﹤0.01% | 1739 |
|
|
2021
Q2 | $257K | Hold |
8,449
| – | – | ﹤0.01% | 1644 |
|
|
2021
Q1 | $257K | Sell |
8,449
-2,633
| -24% | -$80.1K | ﹤0.01% | 1642 |
|
|
2020
Q4 | $260K | Hold |
11,082
| – | – | ﹤0.01% | 1677 |
|
|
2020
Q3 | $182K | Hold |
11,082
| – | – | ﹤0.01% | 1671 |
|
|
2020
Q2 | $209K | Buy |
11,082
+4,661
| +73% | +$87.9K | ﹤0.01% | 1489 |
|
|
2020
Q1 | $116K | Buy |
6,421
+2,067
| +47% | +$37.3K | ﹤0.01% | 1524 |
|
|
2019
Q4 | $121K | Hold |
4,354
| – | – | ﹤0.01% | 1614 |
|
|
2019
Q3 | $121K | Hold |
4,354
| – | – | ﹤0.01% | 1517 |
|
|
2019
Q2 | $119K | Hold |
4,354
| – | – | ﹤0.01% | 1516 |
|
|
2019
Q1 | $108K | Sell |
4,354
-674
| -13% | -$16.7K | ﹤0.01% | 1535 |
|
|
2018
Q4 | $120K | Buy |
5,028
+1,370
| +37% | +$32.7K | ﹤0.01% | 1499 |
|
|
2018
Q3 | $113K | Hold |
3,658
| – | – | ﹤0.01% | 1640 |
|
|
2018
Q2 | $117K | Hold |
3,658
| – | – | ﹤0.01% | 1561 |
|
|
2018
Q1 | $105K | Hold |
3,658
| – | – | ﹤0.01% | 1568 |
|
|
2017
Q4 | $112K | Buy |
3,658
+1,322
| +57% | +$40.5K | ﹤0.01% | 1508 |
|
|
2017
Q3 | $78K | Hold |
2,336
| – | – | ﹤0.01% | 1536 |
|
|
2017
Q2 | $72K | Buy |
2,336
+291
| +14% | +$8.97K | ﹤0.01% | 1550 |
|
|
2017
Q1 | $66K | Hold |
2,045
| – | – | ﹤0.01% | 1605 |
|
|
2016
Q4 | $68K | Buy |
2,045
+1,150
| +128% | +$38.2K | ﹤0.01% | 1529 |
|
|
2016
Q3 | $22K | Buy |
895
+258
| +41% | +$6.34K | ﹤0.01% | 2207 |
|
|
2016
Q2 | $14K | Hold |
637
| – | – | ﹤0.01% | 2260 |
|
|
2016
Q1 | $12K | Hold |
637
| – | – | ﹤0.01% | 2304 |
|
|
2015
Q4 | $13K | Hold |
637
| – | – | ﹤0.01% | 2287 |
|
|
2015
Q3 | $12K | Buy |
637
+302
| +90% | +$5.69K | ﹤0.01% | 1816 |
|
|
2015
Q2 | $5K | Hold |
335
| – | – | ﹤0.01% | 1953 |
|
|
2015
Q1 | $5K | Buy |
+335
| New | +$5K | ﹤0.01% | 1936 |
|