Steward Partners Investment Advisory’s Towne Bank TOWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$707K	Buy	20,989 +9	+0%	+$313	﹤0.01%	1340
2025 Q4	$700K	Hold	20,980	–	–	﹤0.01%	1247
2025 Q3	$725K	Buy	20,980 +6,075	+41%	+$218K	﹤0.01%	1198
2025 Q2	$509K	Sell	14,905 -53,161	-78%	-$1.77M	﹤0.01%	1291
2025 Q1	$2.33M	Buy	68,066 +608	+0.9%	+$21.4K	0.02%	623
2024 Q4	$2.3M	Buy	67,458 +59,750	+775%	+$2.08M	0.02%	590
2024 Q3	$255K	Sell	7,708 -2,146	-22%	-$69K	﹤0.01%	1405
2024 Q2	$269K	Hold	9,854	–	–	﹤0.01%	1318
2024 Q1	$277K	Buy	9,854 +5,327	+118%	+$148K	﹤0.01%	1296
2023 Q4	$135K	Sell	4,527 -3,920	-46%	-$102K	﹤0.01%	1541
2023 Q3	$194K	Hold	8,447	–	–	﹤0.01%	1300
2023 Q2	$196K	Hold	8,447	–	–	﹤0.01%	1298
2023 Q1	$225K	Sell	8,447 -556	-6%	-$16.4K	﹤0.01%	1231
2022 Q4	$278K	Buy	9,003 +8	+0.1%	+$248	﹤0.01%	1112
2022 Q3	$241K	Hold	8,995	–	–	﹤0.01%	1128
2022 Q2	$244K	Hold	8,995	–	–	﹤0.01%	1128
2022 Q1	$269K	Buy	8,995 +423	+5%	+$13.3K	﹤0.01%	1181
2021 Q4	$271K	Buy	8,572 +595	+7%	+$19K	﹤0.01%	1184
2021 Q3	$248K	Buy	7,977 +2,707	+51%	+$81.4K	﹤0.01%	1185
2021 Q2	$160K	Buy	5,270 +4,827	+1,090%	+$151K	﹤0.01%	1714
2021 Q1	$13.5K	Hold	443	–	–	﹤0.01%	2653
2020 Q4	$10K	Hold	443	–	–	﹤0.01%	2326
2020 Q3	$7K	Hold	443	–	–	﹤0.01%	2278
2020 Q2	$8K	Buy	+443	New	+$8.22K	﹤0.01%	2136
2019 Q3	–	Sell	-1,250	Closed	-$34K	–	2770
2019 Q2	$34K	Buy	+1,250	New	+$33K	﹤0.01%	1485