AA Financial Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.86M	Hold	31,166	–	–	0.4%	48
2025 Q1	$1.75M	Buy	+31,166	New	+$1.75M	0.43%	48
2024 Q3	–	Sell	-31,166	Closed	-$1.59M	–	171
2024 Q2	$1.59M	Buy	+31,166	New	+$1.59M	0.56%	44