Salomon & Ludwin’s Towne Bank TOWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,905	Closed	-$222K	–	824
2024 Q1	$222K	Sell	7,905 -4,440	-36%	-$125K	0.02%	177
2023 Q4	$283K	Hold	12,345	–	–	0.03%	150
2023 Q3	$283K	Hold	12,345	–	–	0.03%	150
2023 Q2	$287K	Hold	12,345	–	–	0.03%	150
2023 Q1	$329K	Hold	12,345	–	–	0.04%	133
2022 Q4	$381K	Hold	12,345	–	–	0.05%	127
2022 Q3	$331K	Buy	12,345 +1,400	+13%	+$37.5K	0.05%	114
2022 Q2	$297K	Hold	10,945	–	–	0.05%	101
2022 Q1	$328K	Hold	10,945	–	–	0.05%	88
2021 Q4	$346K	Hold	10,945	–	–	0.05%	78
2021 Q3	$340K	Hold	10,945	–	–	0.05%	66
2021 Q2	$333K	Hold	10,945	–	–	0.05%	64
2021 Q1	$333K	Hold	10,945	–	–	0.06%	59
2020 Q4	$257K	Hold	10,945	–	–	0.05%	63
2020 Q3	$179K	Hold	10,945	–	–	0.04%	65
2020 Q2	$206K	Hold	10,945	–	–	0.04%	60
2020 Q1	$198K	Hold	10,945	–	–	0.05%	52
2019 Q4	$304K	Sell	10,945 -10,940	-50%	-$304K	0.06%	37
2019 Q3	$609K	Sell	21,885 -10,500	-32%	-$292K	0.12%	28
2019 Q2	$883K	Hold	32,385	–	–	0.18%	24
2019 Q1	$802K	Hold	32,385	–	–	0.17%	25
2018 Q4	$776K	Buy	+32,385	New	+$776K	0.18%	24