Commonwealth Equity Services’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	$516K	Buy	15,315 +5,607	+58%	+$195K	﹤0.01%	3183
2025 Q4	$324K	Sell	9,708 -626	-6%	-$21.1K	﹤0.01%	3586
2025 Q3	$357K	Buy	10,334 +1,284	+14%	+$46K	﹤0.01%	3489
2025 Q2	$309K	Sell	9,050 -3,432	-27%	-$114K	﹤0.01%	3551
2025 Q1	$427K	Sell	12,482 -398	-3%	-$14K	﹤0.01%	3164
2024 Q4	$439K	Sell	12,880 -335	-3%	-$11.7K	﹤0.01%	3068
2024 Q3	$437K	Sell	13,215 -363	-3%	-$11.7K	﹤0.01%	3003
2024 Q2	$370K	Buy	13,578 +81	+0.6%	+$2.18K	﹤0.01%	3104
2024 Q1	$379K	Buy	13,497 +5,869	+77%	+$163K	﹤0.01%	3069
2023 Q4	$227K	Buy	+7,628	New	+$198K	﹤0.01%	3412
2023 Q3	–	Sell	-9,742	Closed	-$226K	–	3932
2023 Q2	$226K	Buy	9,742 +1,263	+15%	+$30.4K	﹤0.01%	3299
2023 Q1	$225	Buy	8,479 +189	+2%	+$5.58K	﹤0.01%	3214
2022 Q4	$255K	Buy	8,290 +36	+0.4%	+$1.12K	﹤0.01%	3003
2022 Q3	$221K	Buy	8,254 +368	+5%	+$10.6K	﹤0.01%	3082
2022 Q2	$214K	Buy	7,886 +49	+0.6%	+$1.4K	﹤0.01%	3137
2022 Q1	$234K	Buy	+7,837	New	+$247K	﹤0.01%	3185