Burney Company’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	-4,816	Closed	-$270K	–	578
2025 Q1	$270K	Hold	4,816	–	–	0.01%	516
2024 Q4	$300K	Hold	4,816	–	–	0.01%	502
2024 Q3	$294K	Hold	4,816	–	–	0.01%	520
2024 Q2	$246K	Buy	+4,816	New	+$246K	0.01%	540