Cambridge Investment Research Advisors’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 | $1.01M | Buy |
16,900
+4,500
| +36% | +$269K | ﹤0.01% | 1938 |
|
|
2025
Q1 | $696K | Hold |
12,400
| – | – | ﹤0.01% | 2158 |
|
|
2024
Q4 | $773K | Sell |
12,400
-20
| -0.2% | -$1.25K | ﹤0.01% | 2073 |
|
|
2024
Q3 | $757K | Buy |
12,420
+6,020
| +94% | +$367K | ﹤0.01% | 2074 |
|
|
2024
Q2 | $326K | Hold |
6,400
| – | – | ﹤0.01% | 2636 |
|
|
2024
Q1 | $359K | Buy |
+6,400
| New | +$359K | ﹤0.01% | 2561 |
|