Burt Wealth Advisors’s Eagle Bancorp EGBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
13,945
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $293K | Hold |
13,945
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $363K | Hold |
13,945
| – | – | 0.09% | 80 |
|
|
2024
Q3 | $315K | Buy |
+13,945
| New | +$315K | 0.08% | 88 |
|
|
2020
Q2 | – | Sell |
-700
| Closed | -$21K | – | 410 |
|
|
2020
Q1 | $21K | Sell |
700
-935
| -57% | -$28.1K | 0.01% | 221 |
|
|
2019
Q4 | $80K | Hold |
1,635
| – | – | 0.03% | 139 |
|
|
2019
Q3 | $73K | Sell |
1,635
-620
| -27% | -$27.7K | 0.03% | 145 |
|
|
2019
Q2 | $122K | Hold |
2,255
| – | – | 0.05% | 112 |
|
|
2019
Q1 | $113K | Hold |
2,255
| – | – | 0.05% | 116 |
|
|
2018
Q4 | $110K | Hold |
2,255
| – | – | 0.05% | 117 |
|
|
2018
Q3 | $114K | Hold |
2,255
| – | – | 0.05% | 126 |
|
|
2018
Q2 | $138K | Hold |
2,255
| – | – | 0.07% | 106 |
|
|
2018
Q1 | $135K | Hold |
2,255
| – | – | 0.07% | 108 |
|
|
2017
Q4 | $131K | Hold |
2,255
| – | – | 0.08% | 106 |
|
|
2017
Q3 | $151K | Sell |
2,255
-980
| -30% | -$65.6K | 0.1% | 91 |
|
|
2017
Q2 | $204K | Hold |
3,235
| – | – | 0.14% | 62 |
|
|
2017
Q1 | $193K | Buy |
3,235
+148
| +5% | +$8.83K | 0.14% | 64 |
|
|
2016
Q4 | $188K | Hold |
3,087
| – | – | 0.17% | 69 |
|
|
2016
Q3 | $152K | Buy |
3,087
+980
| +47% | +$48.3K | 0.16% | 74 |
|
|
2016
Q2 | $101K | Hold |
2,107
| – | – | 0.11% | 99 |
|
|
2016
Q1 | $101K | Hold |
2,107
| – | – | 0.09% | 108 |
|
|
2015
Q4 | $106K | Hold |
2,107
| – | – | 0.08% | 99 |
|
|
2015
Q3 | $95K | Hold |
2,107
| – | – | 0.12% | 97 |
|
|
2015
Q2 | $92K | Hold |
2,107
| – | – | 0.1% | 109 |
|
|
2015
Q1 | $81K | Buy |
2,107
+620
| +42% | +$23.8K | 0.08% | 109 |
|
|
2014
Q4 | $53K | Buy |
+1,487
| New | +$53K | 0.06% | 138 |
|