Bank of America’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
$1.06M Buy
17,728
+11
+0.1% +$657 ﹤0.01% 4424
2025
Q1
$994K Buy
17,717
+199
+1% +$11.2K ﹤0.01% 4354
2024
Q4
$1.09M Buy
17,518
+5,932
+51% +$370K ﹤0.01% 4180
2024
Q3
$707K Buy
11,586
+939
+9% +$57.3K ﹤0.01% 4471
2024
Q2
$543K Buy
10,647
+7,508
+239% +$383K ﹤0.01% 4534
2024
Q1
$176K Sell
3,139
-7,790
-71% -$436K ﹤0.01% 5113
2023
Q4
$687K Buy
10,929
+3,357
+44% +$211K ﹤0.01% 4409
2023
Q3
$352K Buy
7,572
+1,471
+24% +$68.4K ﹤0.01% 4712
2023
Q2
$392K Buy
+6,101
New +$392K ﹤0.01% 4631