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 |
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|
2024
Q4 | $647K | Hold |
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|
2024
Q3 | $628K | Hold |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $561K | Hold |
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|
2023
Q4 | $595K | Hold |
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|
2023
Q3 | $459K | Hold |
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|
2023
Q2 | $465K | Hold |
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|
2023
Q1 | $533K | Hold |
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|
2022
Q4 | $617K | Hold |
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|
2022
Q3 | $537K | Hold |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $599K | Hold |
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|
2021
Q4 | $632K | Hold |
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|
2021
Q3 | $622K | Hold |
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|
2021
Q2 | $608K | Hold |
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|
2021
Q1 | $608K | Hold |
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|
2020
Q4 | $470K | Hold |
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|
2020
Q3 | $328K | Hold |
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|
2020
Q2 | $377K | Hold |
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|
2020
Q1 | $362K | Hold |
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|
2019
Q4 | $556K | Hold |
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|
2019
Q3 | $556K | Hold |
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|
2019
Q2 | $546K | Sell |
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|
2019
Q1 | $520K | Hold |
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|
2018
Q4 | $503K | Hold |
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|
2018
Q3 | $648K | Sell |
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|
2018
Q2 | $738K | Hold |
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|
2018
Q1 | $658K | Sell |
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|
2017
Q4 | $723K | Hold |
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|
2017
Q3 | $787K | Sell |
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|
2017
Q2 | $770K | Sell |
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|
2017
Q1 | $842K | Sell |
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|
2016
Q4 | $931K | Sell |
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|
2016
Q3 | $721K | Hold |
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|
2016
Q2 | $650K | Sell |
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|
2016
Q1 | $888K | Sell |
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|
2015
Q4 | $1.03M | Buy |
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