Sheaff Brock Investment Advisors’s Towne Bank TOWN Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio TOWN Stock Details TOWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	-$27.3K	0.05%	245
2024 Q1	$561K	Hold	20,000	–	–	0.04%	265
2023 Q4	$595K	Hold	20,000	–	–	0.05%	244
2023 Q3	$459K	Hold	20,000	–	–	0.04%	262
2023 Q2	$465K	Hold	20,000	–	–	0.04%	270
2023 Q1	$533K	Hold	20,000	–	–	0.05%	247
2022 Q4	$617K	Hold	20,000	–	–	0.06%	215
2022 Q3	$537K	Hold	20,000	–	–	0.06%	219
2022 Q2	$543K	Hold	20,000	–	–	0.05%	224
2022 Q1	$599K	Hold	20,000	–	–	0.04%	243
2021 Q4	$632K	Hold	20,000	–	–	0.04%	233
2021 Q3	$622K	Hold	20,000	–	–	0.05%	222
2021 Q2	$608K	Hold	20,000	–	–	0.04%	231
2021 Q1	$608K	Hold	20,000	–	–	0.05%	218
2020 Q4	$470K	Hold	20,000	–	–	0.04%	243
2020 Q3	$328K	Hold	20,000	–	–	0.03%	284
2020 Q2	$377K	Hold	20,000	–	–	0.04%	254
2020 Q1	$362K	Hold	20,000	–	–	0.05%	233
2019 Q4	$556K	Hold	20,000	–	–	0.05%	228
2019 Q3	$556K	Hold	20,000	–	–	0.06%	225
2019 Q2	$546K	Sell	20,000 -1,000	-5%	-$27.3K	0.06%	226
2019 Q1	$520K	Hold	21,000	–	–	0.06%	242
2018 Q4	$503K	Hold	21,000	–	–	0.08%	225
2018 Q3	$648K	Sell	21,000 -2,000	-9%	-$61.7K	0.06%	218
2018 Q2	$738K	Hold	23,000	–	–	0.07%	187
2018 Q1	$658K	Sell	23,000 -500	-2%	-$14.3K	0.07%	205
2017 Q4	$723K	Hold	23,500	–	–	0.09%	200
2017 Q3	$787K	Sell	23,500 -1,500	-6%	-$50.2K	0.1%	193
2017 Q2	$770K	Sell	25,000 -1,000	-4%	-$30.8K	0.1%	209
2017 Q1	$842K	Sell	26,000 -2,000	-7%	-$64.8K	0.11%	183
2016 Q4	$931K	Sell	28,000 -2,000	-7%	-$66.5K	0.12%	174
2016 Q3	$721K	Hold	30,000	–	–	0.1%	209
2016 Q2	$650K	Sell	30,000 -16,255	-35%	-$352K	0.08%	236
2016 Q1	$888K	Sell	46,255 -2,916	-6%	-$56K	0.11%	179
2015 Q4	$1.03M	Buy	+49,171	New	+$1.03M	0.12%	177