Cambridge Investment Research Advisors’s Towne Bank TOWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$760K	Sell	22,585 -179	-0.8%	-$6.22K	﹤0.01%	2413
2025 Q4	$760K	Buy	22,764 +8,503	+60%	+$286K	﹤0.01%	2326
2025 Q3	$493K	Sell	14,261 -146	-1%	-$5.23K	﹤0.01%	2693
2025 Q2	$492K	Sell	14,407 -1,576	-10%	-$52.6K	﹤0.01%	2563
2025 Q1	$546K	Sell	15,983 -89	-0.6%	-$3.13K	﹤0.01%	2353
2024 Q4	$547K	Sell	16,072 -265	-2%	-$9.22K	﹤0.01%	2356
2024 Q3	$540K	Hold	16,337	–	–	﹤0.01%	2348
2024 Q2	$446K	Buy	16,337 +915	+6%	+$24.6K	﹤0.01%	2389
2024 Q1	$433K	Sell	15,422 -965	-6%	-$26.8K	﹤0.01%	2391
2023 Q4	$488K	Sell	16,387 -200	-1%	-$5.19K	﹤0.01%	2195
2023 Q3	$380K	Sell	16,587 -1,138	-6%	-$27.4K	﹤0.01%	2316
2023 Q2	$412K	Buy	+17,725	New	+$426K	﹤0.01%	2277
2023 Q1	–	Sell	-6,723	Closed	-$207K	–	3251
2022 Q4	$207K	Buy	+6,723	New	+$208K	﹤0.01%	2727
2022 Q2	–	Sell	-6,682	Closed	-$200K	–	3209
2022 Q1	$200K	Sell	6,682 -1,964	-23%	-$61.8K	﹤0.01%	2878
2021 Q4	$273K	Buy	+8,646	New	+$275K	﹤0.01%	2616