Arax Advisory Partners’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	–	Sell	-14	Closed	-$786	–	3050
2025 Q1	$786	Sell	14 -166	-92%	-$9.32K	﹤0.01%	2388
2024 Q4	$11.2K	Sell	180 -3	-2%	-$187	﹤0.01%	1446
2024 Q3	$11.2K	Hold	183	–	–	﹤0.01%	1358
2024 Q2	$9.33K	Buy	+183	New	+$9.33K	﹤0.01%	1296