Sheaff Brock Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $650K | Hold |
19,000
| – | – | 0.06% | 226 |
|
|
2024
Q4 | $647K | Hold |
19,000
| – | – | 0.06% | 223 |
|
|
2024
Q3 | $628K | Hold |
19,000
| – | – | 0.06% | 229 |
|
|
2024
Q2 | $518K | Sell |
19,000
-1,000
| -5% | -$26.9K | 0.05% | 245 |
|
|
2024
Q1 | $561K | Hold |
20,000
| – | – | 0.04% | 270 |
|
|
2023
Q4 | $595K | Hold |
20,000
| – | – | 0.05% | 247 |
|
|
2023
Q3 | $459K | Hold |
20,000
| – | – | 0.04% | 264 |
|
|
2023
Q2 | $465K | Hold |
20,000
| – | – | 0.04% | 273 |
|
|
2023
Q1 | $533K | Hold |
20,000
| – | – | 0.05% | 253 |
|
|
2022
Q4 | $617K | Hold |
20,000
| – | – | 0.06% | 218 |
|
|
2022
Q3 | $537K | Hold |
20,000
| – | – | 0.06% | 223 |
|
|
2022
Q2 | $543K | Hold |
20,000
| – | – | 0.05% | 229 |
|
|
2022
Q1 | $599K | Hold |
20,000
| – | – | 0.04% | 250 |
|
|
2021
Q4 | $632K | Hold |
20,000
| – | – | 0.04% | 238 |
|
|
2021
Q3 | $622K | Hold |
20,000
| – | – | 0.05% | 226 |
|
|
2021
Q2 | $608K | Hold |
20,000
| – | – | 0.04% | 232 |
|
|
2021
Q1 | $608K | Hold |
20,000
| – | – | 0.05% | 219 |
|
|
2020
Q4 | $470K | Hold |
20,000
| – | – | 0.04% | 248 |
|
|
2020
Q3 | $328K | Hold |
20,000
| – | – | 0.03% | 286 |
|
|
2020
Q2 | $377K | Hold |
20,000
| – | – | 0.04% | 259 |
|
|
2020
Q1 | $362K | Hold |
20,000
| – | – | 0.05% | 239 |
|
|
2019
Q4 | $556K | Hold |
20,000
| – | – | 0.05% | 231 |
|
|
2019
Q3 | $556K | Hold |
20,000
| – | – | 0.06% | 229 |
|
|
2019
Q2 | $546K | Sell |
20,000
-1,000
| -5% | -$26.4K | 0.06% | 228 |
|
|
2019
Q1 | $520K | Hold |
21,000
| – | – | 0.06% | 243 |
|
|
2018
Q4 | $503K | Hold |
21,000
| – | – | 0.08% | 225 |
|
|
2018
Q3 | $648K | Sell |
21,000
-2,000
| -9% | -$64.7K | 0.06% | 224 |
|
|
2018
Q2 | $738K | Hold |
23,000
| – | – | 0.07% | 194 |
|
|
2018
Q1 | $658K | Sell |
23,000
-500
| -2% | -$15K | 0.07% | 211 |
|
|
2017
Q4 | $723K | Hold |
23,500
| – | – | 0.09% | 200 |
|
|
2017
Q3 | $787K | Sell |
23,500
-1,500
| -6% | -$46.7K | 0.1% | 193 |
|
|
2017
Q2 | $770K | Sell |
25,000
-1,000
| -4% | -$30.9K | 0.1% | 209 |
|
|
2017
Q1 | $842K | Sell |
26,000
-2,000
| -7% | -$64.9K | 0.11% | 183 |
|
|
2016
Q4 | $931K | Sell |
28,000
-2,000
| -7% | -$57.7K | 0.12% | 174 |
|
|
2016
Q3 | $721K | Hold |
30,000
| – | – | 0.1% | 209 |
|
|
2016
Q2 | $650K | Sell |
30,000
-16,255
| -35% | -$341K | 0.08% | 236 |
|
|
2016
Q1 | $888K | Sell |
46,255
-2,916
| -6% | -$53.9K | 0.11% | 179 |
|
|
2015
Q4 | $1.03M | Buy |
+49,171
| New | +$1.04M | 0.12% | 177 |
|
Other funds holding TOWN
Sheaff Brock Investment Advisors's TOWN Position: Q1 2025 in Review
Sheaff Brock Investment Advisors held its Towne Bank (TOWN) position steady in Q1 2025 at 19,000 shares worth $650K. The position accounts for 0.06% of the portfolio, ranked #226.
Sheaff Brock Investment Advisors first reported a position in TOWN in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.03M in Q4 2015. 234 funds tracked by Wall St. Rank hold TOWN as of Q1 2025.
- Sheaff Brock Investment Advisors held 19,000 shares of Towne Bank worth $650K as of Q1 2025.
- Sheaff Brock Investment Advisors left its Towne Bank share count unchanged in Q1 2025.
- Towne Bank made up 0.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #226 holding.
- Sheaff Brock Investment Advisors first reported a position in Towne Bank in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Towne Bank position peaked at $1.03M in Q4 2015.
- 234 funds tracked by Wall St. Rank held Towne Bank as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.