Signature Estate & Investment Advisors’s Towne Bank TOWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Hold	6,727	–	–	0.01%	525
2025 Q1	$230K	Hold	6,727	–	–	0.01%	499
2024 Q4	$229K	Hold	6,727	–	–	0.01%	478
2024 Q3	$222K	Buy	+6,727	New	+$222K	0.01%	479
2024 Q1	–	Sell	-6,727	Closed	-$200K	–	197
2023 Q4	$200K	Buy	+6,727	New	+$200K	0.01%	177
2023 Q1	–	Sell	-6,727	Closed	-$207K	–	190
2022 Q4	$207K	Buy	+6,727	New	+$207K	0.01%	176
2022 Q2	–	Sell	-8,097	Closed	-$242K	–	183
2022 Q1	$242K	Hold	8,097	–	–	0.01%	149
2021 Q4	$256K	Hold	8,097	–	–	0.01%	149
2021 Q3	$252K	Hold	8,097	–	–	0.01%	146
2021 Q2	$246K	Hold	8,097	–	–	0.01%	146
2021 Q1	$246K	Buy	+8,097	New	+$246K	0.01%	148
2020 Q1	–	Sell	-8,097	Closed	-$225K	–	160
2019 Q4	$225K	Hold	8,097	–	–	0.01%	151
2019 Q3	$225K	Hold	8,097	–	–	0.01%	143
2019 Q2	$221K	Hold	8,097	–	–	0.01%	142
2019 Q1	$200K	Hold	8,097	–	–	0.01%	152
2018 Q4	$194K	Hold	8,097	–	–	0.02%	145
2018 Q3	$250K	Hold	8,097	–	–	0.02%	114
2018 Q2	$260K	Hold	8,097	–	–	0.02%	124
2018 Q1	$232K	Hold	8,097	–	–	0.02%	127
2017 Q4	$249K	Hold	8,097	–	–	0.03%	131
2017 Q3	$271K	Hold	8,097	–	–	0.03%	120
2017 Q2	$249K	Hold	8,097	–	–	0.03%	116
2017 Q1	$262K	Hold	8,097	–	–	0.03%	129
2016 Q4	$269K	Hold	8,097	–	–	0.04%	114
2016 Q3	$195K	Hold	8,097	–	–	0.03%	122
2016 Q2	$175K	Hold	8,097	–	–	0.03%	126
2016 Q1	$155K	Hold	8,097	–	–	0.03%	105
2015 Q4	$169K	Sell	8,097 -220	-3%	-$4.59K	0.03%	105
2015 Q3	$157K	Hold	8,317	–	–	0.03%	93
2015 Q2	$135K	Hold	8,317	–	–	0.03%	81
2015 Q1	$134K	Hold	8,317	–	–	0.04%	78
2014 Q4	$126K	Hold	8,317	–	–	0.04%	74
2014 Q3	$113K	Buy	+8,317	New	+$113K	0.04%	68