Bank of America’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Buy
2025
Q2
$1.06M Buy
2025
Q1
$994K Buy
2024
Q4
$1.09M Buy
2024
Q3
$707K Buy
2024
Q2
$543K Buy
2024
Q1
$176K Sell
2023
Q4
$687K Buy
2023
Q3
$352K Buy
2023
Q2
$392K Buy