Level Four Advisory 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
2025
Q3
$774K Hold
2025
Q2
$766K Hold
2025
Q1
$766K Sell
2024
Q4
$877K Sell
2024
Q3
$883K Sell
2024
Q2
$769K Sell
2024
Q1
$1.01M Hold
2023
Q4
$1.01M Hold
2023
Q3
$775K Sell
2023
Q2
$812K Sell
2023
Q1
$938K Sell
2022
Q4
$1.13M Buy