Addison Advisors’s Shore Bancshares SHBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-733
| Closed | -$11.6K | – | 876 |
|
|
2024
Q4 | $11.6K | Hold |
733
| – | – | ﹤0.01% | 569 |
|
|
2024
Q3 | $10.3K | Hold |
733
| – | – | ﹤0.01% | 593 |
|
|
2024
Q2 | $8.39K | Hold |
733
| – | – | ﹤0.01% | 582 |
|
|
2024
Q1 | $8.43K | Hold |
733
| – | – | ﹤0.01% | 531 |
|
|
2023
Q4 | $10.4K | Hold |
733
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $7.71K | Hold |
733
| – | – | ﹤0.01% | 506 |
|
|
2023
Q2 | $8.47K | Hold |
733
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $10.5K | Hold |
733
| – | – | 0.01% | 456 |
|
|
2022
Q4 | $12.8K | Hold |
733
| – | – | 0.01% | 426 |
|
|
2022
Q3 | $13K | Hold |
733
| – | – | 0.01% | 418 |
|
|
2022
Q2 | $14K | Hold |
733
| – | – | 0.01% | 407 |
|
|
2022
Q1 | $15K | Hold |
733
| – | – | 0.01% | 432 |
|
|
2021
Q4 | $15K | Hold |
733
| – | – | 0.01% | 375 |
|
|
2021
Q3 | $13K | Hold |
733
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $12K | Buy |
+733
| New | +$12K | 0.01% | 293 |
|
|
2020
Q4 | $15K | Buy |
+1,000
| New | +$15K | 0.01% | 267 |
|