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
2026 Q1	$755K	Buy	22,417 +20	+0.1%	+$695	0.02%	483
2025 Q4	$747K	Hold	22,397	–	–	0.02%	475
2025 Q3	$774K	Hold	22,397	–	–	0.03%	456
2025 Q2	$766K	Hold	22,397	–	–	0.03%	437
2025 Q1	$766K	Sell	22,397 -3,339	-13%	-$118K	0.03%	409
2024 Q4	$877K	Sell	25,736 -1,423	-5%	-$49.5K	0.04%	377
2024 Q3	$883K	Sell	27,159 -1,056	-4%	-$33.9K	0.04%	392
2024 Q2	$769K	Sell	28,215 -5,596	-17%	-$151K	0.03%	397
2024 Q1	$1.01M	Hold	33,811	–	–	0.06%	301
2023 Q4	$1.01M	Hold	33,811	–	–	0.06%	297
2023 Q3	$775K	Sell	33,811 -1,150	-3%	-$27.7K	0.05%	338
2023 Q2	$812K	Sell	34,961 -223	-0.6%	-$5.36K	0.05%	335
2023 Q1	$938K	Sell	35,184 -1,404	-4%	-$41.5K	0.06%	291
2022 Q4	$1.13M	Buy	+36,588	New	+$1.13M	0.08%	229